Workflow Tools

Workflow tools orchestrate multi-step processes for Ideal Customer Profile (ICP) analysis and audience generation. These tools combine identity resolution, profile enrichment, cluster analysis, and audience targeting into streamlined workflows.

ICP Analysis Workflow

The ICP workflow tools work together in a sequential process:

Criteria-Based Audience Building

For building audiences directly from natural language descriptions (without uploading customer data):

Tools

analyze_customers

Analyzes customer data to generate ICP insights. Performs schema detection, identity resolution, intelligent domain selection, profile enrichment, cluster analysis, and ICP synthesis with personas.

generate_audience

Generates a lookalike audience from an ICP persona. Executes targeting expressions and optionally applies geographic filtering.

build_cluster_expression

Converts a natural language audience description into a cluster expression and optional geographic filter. Automates cluster search, selection, and expression building for use with find_persons.

Getting Started

ICP-based workflow:

1. Use generate_url_for_upload to get an upload URL
2. Upload your customer CSV file
3. Call analyze_customers to generate ICP personas
4. Call generate_audience to create lookalike audiences

Criteria-based workflow:

1. Call build_cluster_expression with a natural language audience description
2. Pass the resulting expression and geo_filter to find_persons