If your business gets important customer details through emails, text messages, forms, or other raw text, this CRM feature helps turn that messy information into clean, usable data. Instead of copying and pasting details by hand, you can pull out exactly what you need and use it in the next steps of your follow-up process.

📌 Why This Matters

Small business owners often receive customer information in formats that are hard to use right away, like long email messages, text conversations, or incoming form and webhook data. This feature helps organize that information into specific fields so your CRM can act on it more easily. That means less manual admin work, fewer missed details, and a smoother path from inquiry to sale.

✨ What’s New

• Extract details from raw text: Pull structured information from emails, SMS messages, webhook payloads, and other text-based inputs.
• Choose the fields you want: Define exactly what details should be captured, such as names, phone numbers, appointment info, product interest, or service requests.
• Add extra context when needed: Include supporting instructions to help the CRM interpret more complex or unclear text more accurately.
• Use ready-made templates: Start with pre-built extraction templates for common use cases, or create your own field setup from scratch.
• Use extracted data right away: Once captured, each field becomes available for the next steps in your automation, follow-up, or record updates.

🛠️ How to Use It

1. Step 1: Open your workflow and click + Add Action.
2. Step 2: Search for AI Data Extract in the AI actions area.
3. Step 3: Choose your text source, such as an email body, SMS content, or webhook payload.
4. Step 4: Add optional context if you want to guide the extraction for more detailed or specific results.
5. Step 5: Select a template or create your own custom fields based on the information you want to capture.
6. Step 6: Save the action and use the extracted fields in the next parts of your workflow.

💡 Pro Tip

If leads often contact you with messy or incomplete details, set up extraction for the key information you need first so you can respond faster and turn more inquiries into booked jobs or sales.