Some values you want on a record are not typed by anyone: a deal's days since close, a company's total pipeline, an ICP rating, the competitors a deal mentioned. Autofill fills a field for you, so nobody keeps it up to date by hand. Choose how the field gets its value:

An autofilled field is still a normal field. You can filter, sort and search on it, and use it in views and agents. The third option in the field dialog, Enrichment, isn't available yet.

Formula fields are on any paid plan, with unlimited formula fields on Growth and above.

For fields that hold values you enter or import yourself, see Managing fields. For filling standard company and person details automatically, see Enrichment, which runs on its own.

To remove a field, open Edit field and click Delete.

AI autofill fills in what is not in your CRM yet: which competitors a deal mentioned, why a customer churned, how big an account's alumni network is. It works from data Clarify already holds or from the public internet, so you are not researching one record at a time.

When you create a field with AI autofill:

Autofill writes the value straight to the field. There is no suggestion to review and nothing to accept, which is what separates it from Deal suggestions and suggested deal field updates. To check how a value was reached, use AI reasoning on the field.

Context limits: When you reference related records (like meetings or emails), the AI uses the 10 most recent records. If 100 meetings exist, only the latest 10 are analyzed.

This approach writes the field configuration and autofill instructions for you.

Clarify creates the field name, selects the field type, writes autofill instructions based on your description, and decides whether the field uses internet research. It checks Use internet research on when your description implies data that is not in your CRM, such as company size, funding or industry detail, and leaves it off when the value can be derived from what the record already holds.

That decision sets the field's rate, so check it before you create. Internet research takes a field from 3 credits per record to 30. The Configure tab shows the current rate as a per-row badge next to the Create button, and you can switch internet research off there if your data is already in Clarify.

Then,

Use this when you know exactly what field type and instructions you need.

Good instructions are specific and include the expected output format.

Format matters for text fields:

Handle missing data explicitly: When the AI cannot determine a value, tell it what to output instead of leaving the field empty.

Reference additional context: Click Add context (or type {) to add related records to your instructions. This gives the AI access to data beyond the main record.

Email context is called Messages. Which variables you see depends on the object the field is on:

Custom relationship fields on the object appear as variables too.

The prefix tells you whose data you get. On People, Messages means that person's own emails. On Companies and Deals, People > Messages means emails from everyone linked to that record, still capped at 10 in total rather than 10 each. Pick the object that matches the value you want to store: per-person details belong on People, where the field reads that person's own email.

Be specific about data sources: Tell the AI where to look.

Click the header of any field with AI autofill enabled (✨ icon) and select:

This processes only the current record.

After triggering autofill, records progress through these states:

To see how the AI populated a field:

This shows the logic and data sources the AI used to generate the value.

AI autofill consumes credits per record per field:

Example: Autofilling 100 records on one field = 300 credits (no internet research) or 3,000 credits (with internet research).

The setting sets the rate, not the searching. A field with internet research enabled costs 30 credits for every record it fills, including records where the answer was already on the record and the AI never went looking. Instructions like "use internet search only if the field is empty" change what the AI does, not what you are charged. If most of your rows already hold the data, turn internet research off and the same run costs 3 per record.

Only records that fill successfully are charged. The rate for the field you are creating or editing appears as a per-row badge on the Configure tab, next to the Create or Update button. Multiply it by your row count before choosing Autofill all rows: a 3,000-row list on a 30-credit field is 90,000 credits.

When to use internet research: Check it when the AI needs publicly available information not in your CRM (company funding data, headcount, news). Disable it when analyzing data you already have (meeting notes, emails, deal history).

Internet research cannot access authenticated pages (LinkedIn profiles, paywalled content).

For what else draws on your credits and how to bring the total down, see What uses credits, and how to control the spend.

Context is limited to 10 recent records
When your instructions reference related records (meetings, emails, etc.), the AI analyzes only the 10 most recent. If you have 50 meetings with a company, only the latest 10 are considered.

Emails are trimmed before the AI reads them
Quoted reply history is removed from each email, so earlier messages in a thread are only read as their own separate records. Signature blocks are often removed as well, depending on the email client that sent the message. Contact details typed into the body of a message come through reliably; details that appeared only in a signature often don't. Very long emails are shortened, and the AI is told when that happened.

Meeting transcripts are not available
The AI cannot access full meeting transcripts. It uses meeting summaries only.

Comments are not available as a data source
AI autofill cannot access comments on records. If you need the AI to analyze specific context, ensure it's captured in meetings or emails rather than comments. Note: Deal Summaries and Rep can access comments - this limitation is specific to AI autofill.

Auto-run requires configuration
By default, autofill does not run automatically - you run it manually. Automatic re-run on record create or update is in early access and may not be available in your workspace yet.

Internet research is limited to public information
The AI cannot access:

Field populated with incorrect or irrelevant data

The instructions may be too vague. Revise to be more specific about:

Run autofill on 10 rows first to validate before processing all records.

Field left empty when data should exist

Check if:

Field shows a warning icon instead of a value

Autofill failed on that record. Hover the icon to see why:

You can always edit the value by hand instead. If the field already had a value, it stays visible next to the warning icon.

This is different from a field left blank because no matching data was found - see above.

Autofill consumes more credits than expected

Each record processed consumes credits per field:

If you autofilled 100 records on 3 fields with internet research enabled, that's 9,000 credits (100 × 3 × 30).

Two things to check on the field itself. First, whether Use internet research is checked: open Edit field and read the per-row badge, since a field created with Generate with AI may have had it switched on for you. Second, whether the run covered more rows than you meant, because Autofill all rows processes every record in the list: filter the list first, and use Autofill empty rows when you only want the gaps.

Turning internet research off does not refund what has already run, but it drops the field to 3 credits per record from then on.

A formula calculates the field from other fields, so it's always exact and always current. Formulas don't use credits.

A formula can fill these field types: Text, Multiline text, Number, Currency, Checkbox, Single select, and Date. Anyone who can add fields can create a formula field.

Clarify fills the field on every existing record right away, then keeps it up to date. You don't need to run it.

To change the formula, open the field's header menu, choose Edit field, edit it, and click Update. To stop the field calculating, turn off Autofill there. To remove the field, click Delete.

Formulas use SQL. Pills stand for fields, so {Deals > Amount} is each linked deal's Amount. A few examples:

Field names and option values like 'Won' depend on your workspace. Pick fields from the { menu, and match option values exactly as they appear.

To count linked records, type the object's name, like count(deals).

Totals can count only the records you care about: add FILTER (WHERE ...) after sum, count, avg, min or max, like the won-deals example above.

For a Single select field, the formula has to return one of the field's options exactly.

A formula reads fields on the record itself, or follows one link to related records. {Deals > Amount} works. A link two steps away, like a company's deals' contacts, doesn't.

When you create or change a formula, Clarify recalculates every record. On a large table this can take a few minutes, and the field stays blank until it reaches each record.

A formula treats an empty field as blank, not as zero.

Totals and counts only include records shared with the workspace. Everyone sees the same number, and a teammate's private deals aren't counted. When someone shares a record with the workspace, or stops sharing it, the totals update.