Use Cases
Let Cockpit run every outbound workflow
Browse the full set of use cases teams use in Cockpit to go from raw lead lists to enriched, personalized, and activation-ready pipelines.
Prospecting and list building
Build and segment targeted lead lists in one sheet before any enrichment or outreach starts.
Create custom columns for targeting criteria
Filter and prioritize high-fit segments
Merge multiple sources into one workspace
Track every row change in run history
Waterfall enrichment operations
Run provider waterfalls to fill missing emails, phones, firmographics, and social data with retries.
Cascade providers automatically per row
Enrich LinkedIn profile and company data
Find and verify work email addresses
Append direct dials and mobile numbers
Inspect source-level confidence and attempts
AI generation for outbound teams
Use structured prompts with column mentions to generate personalized copy and summaries at scale.
Generate first-line personalization
Summarize account notes and PDFs
Draft value-prop hooks by segment
Regenerate low-performing outputs fast
Write AI results directly into new columns
CRM hygiene and record sync
Keep contact and account records fresh by syncing cleaned, enriched, and AI-ready data back to CRM.
Push updates to CRM contact records
Map sheet fields to account properties
Prevent duplicates before exporting rows
Write notes and activity summaries to CRM
Route records by owner or territory rules
Sequence and campaign activation
Move ready-to-send prospects from enrichment into sequencing tools without manual copy-paste.
Prepare rows for outbound sequence launch
Generate multistep email sequence variants
Queue follow-up tasks with run scheduling
Split test message angles per persona
Export campaign-ready datasets in one click
Account research and qualification
Combine enrichment signals and AI summaries to qualify accounts quickly before reps spend time.
Research accounts across multiple sources
Score leads using custom qualification columns
Capture website and company intelligence
Tag ICP fit and buying-signal indicators
Create handoff views for SDR and AE teams
Reporting, export, and handoff
Share outcomes with RevOps and leadership using clean exports, webhooks, and repeatable run logs.