Streak AI Autofill 🤖⛽️

Keeping your CRM up to date is the work everyone “will do later” (spoiler: later never comes). In this session, we’ll show how Streak AI Autofill keeps your pipeline fresh by pulling information from your box timeline (emails, notes, tasks, call logs, fields) or doing web research, then writing updates directly into your pipeline—one field at a time or in batches.

You’ll learn how to:

• Use Autofill to populate fields from your timeline vs. web research (and when each is the right tool)
• Run Autofill on a single record vs. batch autofill across a segment of your pipeline or do it automatically with Integrations & Automations
• Write custom instructions/prompts per column so the results are predictable and match your schema
• Keep your CRM “source of truth” without manual digging through threads and tabs
• Understand how AI credits apply to Autofill usage (so you can plan team usage)

Perfect for: teams that want accurate reporting and cleaner pipelines (sales, partnerships, recruiting, CS) without spending their lives doing data entry.