How to choose a tool and apply it to a list in the right order. Follow the steps in order, then use the example and common mistakes sections to verify you understood the flow. Tools should be applied in a logical order: clean first, enrich second, export last. That avoids compounding bad data.
Follow this page in order. Read the steps first, watch the video when available, then use the common mistakes section to avoid setup errors.
This lesson is about apply tools to a list and how to do it correctly the first time.
Read this section first. Each step tells you what to click, what to enter, and what should happen next. Use the video after the steps if you want to see the same flow in motion.
Decide whether you need classification, SEO, contact discovery, validation, or cleanup. Confirm the result before you move to the next step. Choose the tool family that matches the job: classification, SEO/content understanding, contact discovery, validation, or cleanup.
Make sure your list contains the fields the tool needs before you run it. Confirm the result before you move to the next step. Check the tool input requirements before you run it so the list has the fields or URLs the tool expects.
For best results, validate and clean before you export or hand the data to another workflow. Confirm the result before you move to the next step. Use the tools in the right order: clean first, enrich second, export last.
Use this video for better understanding this resource. The video bellow tries to explain more indeep this guide part.
A researcher validates a list, then runs contact discovery, then exports the final cleaned output to a CRM sheet.