Workflows & Presets

Presets and workflows help you standardize and automate your enrichment process. Presets save web search configurations for reuse, while workflows chain multiple presets into multi-step enrichment sequences.

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Presets

A preset is a saved web search configuration. Instead of manually configuring search settings each time, you can save your settings as a preset and quickly apply them later.

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Creating a Preset

Presets are created from the Web Search Settings drawer in any sheet:

1. Open Web Search Settings (⚙️ icon in the sheet toolbar)
2. Configure your search settings:
   • Search query (which attributes to include)
   • Site filters (include/exclude domains)
   • Location settings
3. Click Save as Preset
4. Enter a name and save

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Using a Preset

In Web Search Settings, use the dropdown at the top to select:

• Manual – Configure settings directly
• Preset – Load a saved preset’s settings
• Workflow – Use a multi-step workflow

When you select a preset, its settings are loaded into the form. You can then run enrichment with those settings.

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Preset Use Cases

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Workflows

A workflow chains multiple presets into a sequence of enrichment steps. This is useful when you want to run multiple passes with different search strategies.

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Creating a Workflow

Workflows are built in the dedicated Workflows page:

1. Navigate to Workflows from the main navigation
2. Click + Create Workflow
3. Enter a workflow name
4. Add steps by clicking + Add Step
5. For each step, select:
   • A saved preset
   • Current Settings (use whatever is configured on the sheet)
   • Skip Web Search (AI-only, no web search)
6. Arrange steps in order
7. Click Save

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Example Workflow

A typical multi-step workflow:

1. Manufacturer Sites – First, get official specs from manufacturer sites
2. Broad Search – Then, fill gaps with general web search
3. Skip Web Search – Finally, let AI synthesize all gathered data

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Using a Workflow

To use a workflow on a sheet:

1. Open Web Search Settings in your sheet
2. In the configuration dropdown, select your workflow under Workflows
3. A preview shows the workflow steps
4. Run enrichment—each step executes in sequence

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Managing Presets & Workflows

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Edit or Delete Presets

Presets can be updated by:

1. Loading the preset in Web Search Settings
2. Making changes
3. Saving with the same name (overwrites existing)

To delete presets, go to the Workflows page.

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Edit or Delete Workflows

From the Workflows page:

1. Click a workflow to edit its steps
2. Use the ⋮ menu to delete

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