AI for Accounts
The AI for Accounts Node applies a custom AI prompt to each account in your workflow. Use it to generate insights, summarize firmographics, or apply custom scoring logic — all powered by Nova AI, at scale and in real time.
When to Use It
Use this node when you want to:
Generate AI-powered fields (e.g. “Sales Pitch Summary”, “Is this account a good fit?”)
Add custom AI scoring logic for accounts
Summarize or interpret existing data fields
Create personalized copy or inputs for downstream steps
Configuration Overview
Here’s what you’ll fill out in this node:
Column Name
The name of the new field you want to add to each account. This is where the AI-generated output will be stored.
Example:
ICP Fit Score
Company Summary
Go-to-Market Insight
AI Prompt
This is where the magic happens. Enter a natural language prompt to tell the AI what you want it to return.
Example prompts:
“Write a 1-sentence summary of this company’s product based on its website and industry.”
“Based on revenue, employee count, and region, rate this company’s fit for enterprise outreach (1-5).”
“Would this company benefit from a B2B SaaS data platform? Return Yes or No.”
Nova AI will process each account in your View and return a result per row using this prompt.
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