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Example use cases

  • Scoring. Score accounts or signals against your own criteria, e.g. a 1-5 readiness score.
  • Summaries. Summarize a meeting, RFP, or set of items into a few lines.
  • Drafting. Draft a personalized email or call script from each row’s data.

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Set up a Custom AI Analysis column

From any Bridge, click “Add enrichment”, choose Custom AI Analysis, name the column, then configure it.
1

Write your prompt

Describe what you want in plain language. Type @ to reference another column and pull its value into the prompt, e.g. Summarize @Meeting in two sentences for a sales rep.
The more specific you are, the better the output. Add validation criteria like word limits, tone, and the exact format you want back.
2

Set your output fields

Choose how the result is shaped:
  • Single Output returns one value per row.
  • Multiple Output breaks the result into several fields, each in its own column.
Then pick a Field Format (e.g. text, number, or date) so the column is typed correctly for sorting, filtering, and CRM sync.
3

Set Run Conditions and Rerun Settings (optional)

  • Run Conditions control when the enrichment runs. Without one, it always runs.
  • Rerun Settings control how often the column refreshes. Without a rule, it won’t re-run automatically.
4

Add & run the enrichment

Click “Add Enrichment” to run it. Test on the first few rows first: prompting is iterative, so check the output, refine, and rerun before running every row.
Custom AI Analysis only uses data already in Starbridge (the signal and your other columns). To pull in information from outside the platform, use a Web Agent column instead, which searches the web.

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Example Prompts