CRM
Salesforce processors look up accounts, contacts, and leads, read and write activities, create or update records, and search across all three. DealCloud has its own reader, writer, and search.Mail drafts
Gmail Draft and Outlook Draft save a real draft in your mailbox for every row, with recipients, subject, body, and attachments built from your columns. They never send anything, the drafts wait in your mailbox for review, and re-running a row updates its existing draft rather than piling up copies. Pair them with Draft An Email from the AI processors to write the content.Research providers
Exa AI brings its search, page contents, direct answers, deep research, and find-similar lookups, and Perplexity brings its web search and research. Both are alternatives to the built-in web processors when you prefer their results. YouTube Transcriber pulls the transcript of a video.QX operations
These use your QX account itself, no credential needed.Run Flow
Runs one of your flows for every row. Pick the flow, and its input fields appear as parameters on the column for you to wire up with/. The flow must be saved and Active to show up in the picker.
Everything the flow outputs comes back in one object cell, so downstream columns can drill into individual results with /. Each row waits for its flow run to finish, so long flows make for long grid runs.
Company data and scoring
- Enrich Company Data takes a company’s web address and fills in what QX knows about it. Pick which fields you want, and each becomes part of the result object.
- Score Companies scores each row’s company against a scoring template your organization has already built, returning the overall score and its parts. To score arbitrary text against criteria you write on the spot, use Scoring Agent from the AI processors instead.