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.

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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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