Building Workflows - Sixtyfour AI Documentation

A workflow is a pipeline of blocks that takes rows from a source, enriches and cleans them, and delivers the results. Most workflows follow the same shape:

Organizations without the Workflow Editor and Templates build and run workflows with the Workflows API.

Create a workflow

Open Workflows in the sidebar and click New Workflow.
Choose Start from scratch for a blank canvas, or Use a template to start from the Templates gallery.
Name the workflow, then add blocks from the block library on the right. Search the library or open a category, and drag a block onto the canvas or click it to add it.
Click a block to configure it. Blocks with configuration errors are flagged on the canvas, and the workflow cannot run until they are fixed.
Click Run. The run dialog shows the estimated cost before you start. Click Schedule in the same dialog to run it on a cadence instead — see Automated Workflows.

Open Runs in the editor header to follow a run block by block and download its results. The More options menu (⋮) next to Run holds the actions that apply to the whole workflow:

Menu item	What it does
Lock workflow	Prevents edits until unlocked. Locked workflows can still be deleted through the API.
Save as Template	Saves the workflow as a template for your organization. See Create a template.
Schedules	Creates and manages recurring runs. Available once the workflow is saved and runnable.
View Workflow Definition	Shows the Workflow ID and the JSON definition used by the API. See Programmatic Workflows.

Import Data

Every workflow starts with a source block. Import Data blocks bring in records you already have.

Block	Description
Import Data	Upload a CSV, JSON, or NDJSON file, import accounts from a saved Salesforce list, or import job applicants from your connected Ashby account. See Salesforce Integration and Ashby Integration.
Incoming Webhooks	Start the workflow with rows sent by API call. See Incoming Webhooks.
HubSpot Import	Import contacts or companies from your connected HubSpot account.
Read Notebook	Read rows from a sheet in a Sixtyfour notebook.
Jobs Search	Search job postings with filters.

Find Data

Find Data blocks generate rows from a search.

Block	Description
Search	Find people or companies in Sixtyfour’s dataset with a natural-language query. The most common starting point.
Google Maps Search	Search for local businesses and places.
X Search	Find X profiles that match a description, such as “AI researchers in NYC”.
TikTok Following	List the accounts a TikTok profile follows.
GitHub Contributors	Find contributors, stargazers, or watchers of GitHub repositories.
GitHub Search	Search GitHub for repositories, users, or code.
Y Combinator Companies	Fetch Y Combinator companies by batch, industry, or tag.

Intelligence

Intelligence blocks research each row and append new columns. Each block works on one data type: Lead (people) or Company (organizations).

Block	Data type	Description
Enrich People	Lead	Research each person and fill the return fields you define, such as title, LinkedIn URL, or skills. Runs People Intelligence.
Enrich Company	Company	Research each company and fill the return fields you define. Can also discover people at each company. Runs Company Intelligence.
Find Email	Lead	Find professional or personal email addresses. See Find Email.
Find Phone	Lead	Find phone numbers. See Find Phone.
Enrich Profile	Lead	Pull profile details from a LinkedIn URL column.
Web Research Agent	Any	Browse the web to answer custom questions for each row. Use it for specialized fields the other blocks don’t cover.
Verify Email	Lead	Check whether existing email addresses are valid and deliverable. See Verify Email.
Verify Phone	Lead	Check whether existing phone numbers are valid and belong to the lead. Returns validity, activity score, line type, name match, and a contact grade.
Reverse Email	Lead	Identify the person and company behind an email address. See Reverse Email.
Reverse Phone	Lead	Identify the person and company behind a phone number. See Reverse Phone.

Verify Phone needs a phone column and a full-name column. Select both in the block’s column mapping; if the editor suggests a replacement column, apply it only when it matches your data.

Monitor

Block	Description
Monitor	Watch the rows that reach this block for changes over time. Shown when Monitors are enabled for your organization. See Monitors.

Extract From Websites

Block	Data type	Description
Scrape Web URL	Any	Scrape the pages in a URL column as markdown or HTML, with optional geo targeting and JavaScript rendering.
Find Subdomains	Company	List subdomains for a domain, with optional time filters.
Backlinks Referring Domains	Company	List the domains that link to a target domain or URL.

Clean & Organize

Block	Description
Filter	Keep or remove rows by column conditions, such as only verified emails.
Deduplicate Rows	Remove duplicate rows based on one or more columns.
LLM Output	Generate text or typed output for each row with the model you choose. Define a schema for structured output.
Deduplicate with Notebook	Drop rows that already exist in a notebook. Use it on recurring workflows so each run saves only new rows.
Group By	Group rows by column values with aggregations such as count, sum, or list.
Remove Columns	Drop selected columns and keep every row.
Extract Leads	Turn the people discovered by Enrich Company into individual Lead rows.
Leads to Company	Group Lead rows into Company rows, with each company’s leads nested.
Transform Data	Compute new columns and reshape existing ones with AI.

AI Actions

Block	Description
Generate Text	Write custom text for each row from a prompt. Reference columns with `{column_name}`. Use it for personalized messages.

Send Results

Output blocks deliver results.

Block	Description
Append to Notebook	Write results to a new or existing Sixtyfour notebook.
Knowledge Graph	Add each row to a Lattice graph. In beta and enabled on request.
Slack	Post a message to a Slack channel. Use `{column_name}` to insert values and `{@column_name}` to mention the Slack user whose email is in that column.
Outgoing Webhooks	POST results to your URL when the run completes. See Outgoing Webhooks.

For the block_name and specs of each block in the API, see the Workflow Blocks Reference.

Lead and Company data

Every row in a workflow is either a Lead (a person) or a Company. Lead-only blocks cannot run on Company rows.

Enrich Company with people discovery still outputs Company rows. Add Extract Leads after it before any Lead-only block, such as Find Email or Find Phone.

Common patterns

Find people and get their emails

Research companies, find decision-makers, get contact info

Enrich an existing list and save only new rows

Import from your CRM, enrich, and notify your team

Tips

Filter before enrichment. Fewer rows means faster runs and fewer credits.
Define only the return fields you need in enrichment blocks.
Check the cost estimate in the run dialog before large runs. Block pricing is listed in Credit Costs.

​Create a workflow

​Import Data

​Find Data

​Intelligence

​Monitor

​Extract From Websites

​Clean & Organize

​AI Actions

​Send Results

​Lead and Company data

​Common patterns

​Find people and get their emails

​Research companies, find decision-makers, get contact info

​Enrich an existing list and save only new rows

​Import from your CRM, enrich, and notify your team

​Tips

Create a workflow

Import Data

Find Data

Intelligence

Monitor

Extract From Websites

Clean & Organize

AI Actions

Send Results

Lead and Company data

Common patterns

Find people and get their emails

Research companies, find decision-makers, get contact info

Enrich an existing list and save only new rows

Import from your CRM, enrich, and notify your team

Tips