Quick summary
You can create AI fields in Coffee to auto-fill information using an AI provider and model of your choice - kind of like having a mini Clay.com built directly into your CRM.
What are AI fields?
AI fields are custom fields you can add to people, companies, or deals in the list views.
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.
Select a list or create a list first (AI fields are currently only available within lists)
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 and run.
You’ll see results populate automatically but might take a few minutes.
Examples:
Companies: Score each company from 1–10 for ICP fit based on all available data in this list. Add a short reason for each score.
People: Cluster these contacts into 4–6 segments that would benefit from different email messaging, and describe the angle for each segment.
Deals: From this list of open opportunities, identify the 10 deals most at risk of slipping this quarter and explain why.
Deals: For each owner in this list of deals, generate the next actions they should take, based on deal size, stage, and recent activity
