# Build a Workflow with Copilot

This article explains how to use Copilot to build an enrichment workflow from a plain-language description.

## Before you begin

- You need a TexAu account.
- If your workflow uses a specific integration (Apollo, HubSpot, etc.), connect it at **Settings > Integrations** before starting. Copilot can suggest actions, but it cannot connect integrations for you.

## Step 1: Open Copilot

1. Click **Copilot** in the left sidebar.
2. The chat panel opens on the right side of the screen.

## Step 2: Describe your goal

Type what you want to accomplish. Be specific about:

- The input data you have (LinkedIn URLs, email addresses, company domains, a CSV file)
- The output data you want (mobile numbers, job titles, company funding info, HubSpot contact records)

### Example prompts that work well

"I have a list of LinkedIn profile URLs. Find the work email and mobile number for each person."

"I have company domains. I want to enrich each with: company name, employee count, industry, and headquarters location."

"Build a table that searches LinkedIn for Software Engineers at Series A startups in the US with between 50 and 200 employees."

"I want to verify a list of emails and push the valid ones to a HubSpot list."

### What makes a prompt effective

- State the input type explicitly. Copilot responds differently to "LinkedIn URLs" vs "email addresses."
- Name the output fields you want. "Find the CEO name, LinkedIn URL, and email" gives Copilot a clear target.
- Mention the integration if you know which one you want to use. "Using Apollo" or "Using BetterEnrich" directs Copilot to specific actions.

## Step 3: Review Copilot's plan

After you send your message, Copilot describes the table structure it will create. The response includes:

- The table name it will use
- The columns it will add and their types
- The actions it will attach to each column
- The input mappings it plans to configure

Read the plan carefully before confirming.

## Step 4: Confirm or refine

If the plan looks correct, click **Confirm** or type "yes" to proceed.

If the plan is not right, describe what you want to change:

- "Use FullEnrich instead of BetterEnrich for the email column."
- "Add a column that also captures the company LinkedIn URL."
- "Skip the email verification step."

Copilot adjusts the plan and shows you the updated version.

## Step 5: Run enrichment

After Copilot creates the table and columns:

1. Click the table in the main area.
2. Add or import your input data if the table is empty.
3. Click **Run enrichment** in the top toolbar.
4. Select the rows you want to enrich.
5. Click **Run**.

Copilot does not start the enrichment run. You control when enrichment executes.

## Edit Copilot-generated columns

Columns created by Copilot behave identically to columns you build manually. You can:

- Click a column header to open its configuration panel
- Change the action
- Adjust input mappings
- Add or remove output fields
- Set conditions

You do not need to use Copilot to make changes to columns it created.

## Troubleshooting

**Copilot creates columns but does not map the inputs correctly.**
Open each column's configuration panel and verify the input mappings. Adjust them to point to the correct source columns.

**Copilot uses an integration I do not have connected.**
Connect the integration at **Settings > Integrations**, then ask Copilot to rebuild the table or add the column again.

**Copilot generates too many columns.**
Ask Copilot to simplify: "Remove the company description column and keep only the email, phone, and job title."

**The table Copilot creates is blank after enrichment.**
Check that your input data is in the correct format for the actions being used. For example, LinkedIn URL columns must contain valid `linkedin.com/in/` URLs, not people's names or company names.