How to manage prospect data using AI

This guide teaches you how to update, organize and clean information in your lists using Clean and edit, an AI enrichment that transforms prospect data in bulk.

Open Enrich tools

Write your prompt

Add data variables

Data tasks you can do

Choose an AI model

Create a column for results

Check your tokens

Start processing

View and use your results

Next steps

Before you start, make sure you have:

 

1) Prospects in a list. Add prospects with source data. Import from a file or use Finder and other enrichments

2) Tokens. Data processing uses tokens, purchased separately from your plan

Update existing data into a format ready for outreach, or generate new insights based on what your list already contains.

Snov.io's enrichment tool Clean and edit data handles data tasks automatically using AI.

Here's how to use it:

Open Enrich tools

Go to your Prospects and open the list you want to update.

Pick one or more prospects using the checkboxes on the left. You can also select all prospects in the list.

Click the Enrich button in the top right corner. Choose Clean and edit from the list of tools.

Write your prompt

Describe what you want to do with the data or how you want to update it.

Add data variables

Variables in Clean and edit data action refer to existing columns and pull the data you want to manage.

You can reference any data stored in your list, including previously enriched or generated fields. For example, results from Fill out from web.

To insert a variable, click the { } icon or type {{}}. Your prompt should contain at least one. Correctly added variables appear as colored tags.

If the column has multiple values (like a prospect's work experience), the AI pulls all its data, which can affect the final result. To reference specific information, it needs to be stored separately. Extract it to a separate column, manually or in bulk. Read how in this guide.

Data tasks you can do

Here are some common tasks and use cases:

• Extract specific data from a larger field:

Get a company name from {{Website URL}}, or the last funding round and sum from {{Company Funding}} 

• Convert one data type into another:

Get a website URL from {{Company Name}}

• Clean up data to a usable format:

Remove extra suffixes from {{Company Name}} and {{Prospect Name}}

• Summarize data from multiple columns:

Extract a company's core value proposition from {{About Us}} and {{Slogan}} or combine {{Experience}} and {{Education}} into a general background summary

Choose an AI model

Each model has a different cost per prospect.

• Pricier models are more capable for complex tasks (standardizing, synthesizing, analyzing)
• Cheaper models are best for simple tasks (extracting names or cleaning extra symbols)

Create a column for results

Select a column where processed data will appear.

• Save results to a new column

Your original data stays in the list, and you can remove the redundant column later.

• Save results to an existing column

The original data can stay in the list or be updated using the overwrite option.

Manage data overwrite

When selecting a column that already has values for some prospects, you can choose whether to overwrite them.

Overwrite is off by default. The results are added for prospects with no data in the selected column. Existing data stays unchanged.

• Overwrite existing rows OFF — skips prospects that already have data filled from previous enrichments
• Overwrite existing rows ON — replaces existing data with new results

Check your tokens

The token cost depends on the AI model you select and the size of your list.

Tokens are charged only for newly generated or updated data.

Before starting, make sure you have enough tokens. Get more tokens from Billing settings.

Start processing

Click Generate to start processing your request. When the "in progress" icon disappears, your data is ready.

View and use your results

Updated data appears in the prospect list, in the column you selected for results. Adjust which columns to show or hide through column display settings.

Open any prospect's profile to see the newly generated data under Additional info.

Next steps

Once your data is cleaned, here's how to use it:

Export to CSV

In your prospect list, click Export and select the data you want to download.

Use results as data variables

Combine all the insights you already got to enrich more with other actions.