AI playbooks and custom columns
Reusable research recipes for every list.
AI playbooks and custom columns
LeadHootz University
AI Playbooks tell LeadHootz how to research a lead: extra fields, firmographics, custom questions, and how to phrase findings. Create a playbook once, then apply it across lists.
On a list you can also add AI research columns (for example “recent funding” or “tech stack”) without leaving the grid. Playbooks keep those recipes consistent so every teammate enriches the same way.
Open AI Playbooks in the sidebar to create your first recipe, then attach it when you enrich or run the agent.