Workflow tools orchestrate multi-step processes for Ideal Customer Profile (ICP) analysis, audience profiling, and bulk identity enrichment. These tools combine identity resolution, profile enrichment, trait analysis, and audience targeting into streamlined workflows.
ICP Analysis Workflow
- Use generate_upload_url to get an upload URL
- Upload your customer CSV file
- Call entity_resolve to resolve identities
- Call group_entities_by_trait to profile the audience
- Call calculate_trait_lift to identify defining traits
- Call entity_find to build lookalike audiences
Bulk Identity Resolution
- Call generate_upload_url to get an upload URL
- Upload your customer CSV file
- Call resolve_and_enrich_rows to resolve and enrich all rows
Tools
group_entities_by_trait
Enrich entity profiles and aggregate trait frequencies across an audience.
calculate_trait_lift
Compare audience trait frequencies to world baseline for lift scores.
entity_traits
Per-entity boolean matrix indicating which trait expressions each entity matches.
resolve_and_enrich_rows
Bulk row-preserving identity resolution with enrichment.