Quick summary
You can create AI fields in Coffee to auto-fill information using an AI provider and model of your choice, then run AI to generate results.
What are AI fields?
AI fields are custom fields you can add to people, companies, or deals.
Once created, Coffee uses AI to research and populate information based on your prompt.
How to create an AI field
Go to People, Companies, or Deals.
Right-click any column title and click Manage columns
(or scroll all the way right and click Add column).Click Create custom field.
In Type, select AI.
Fill in:
Prompt: What you want Coffee AI to research
Output: How the result should be returned
AI provider and model
Click Save.
Scroll right to find your new column.
Right-click the column and select Run AI.
You’ll see results populate automatically.