Segments for targeted outreach

Segments you can actually act on.

Group leads into lists by fit, stage or intent. Send them a campaign, filter the board by them, or let workflows keep them up to date.

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Lists Members Campaigns

Audiences

Add existing leads

Daniel OkaforBrightpath Health91
Ravi MenonQuantive AI88
Emma ClarkeNorthwind Labs86
Omar FaroukTidewater Logistics79
Lucas MoreauVerdant Energy77

Campaigns, workflows and the board can all target this list.CSV

Live demo · tick leads, add them to a list

Before and after

Lists everyone can act on. Without exporting a thing.

Segments built in spreadsheets go stale the day they're exported, and each team keeps its own copy.

Build a target list
Filterexportnew sheet
Send to the segment
Upload a CSV to an email tool
Keep the list current
Re-export every week

Audience lists

Lists that match how you sell.

Create lists such as Hot leads 80+ or Enterprise pipeline, with a clear name and description, so everyone targets the same people.

Name it, describe it and add leads in bulk or from a lead's page. Deleting a list never deletes the leads on it.
- A name and description on every list
- Add leads in bulk
- Leads stay when a list is deleted
Open a list to review its members, add more of your existing leads or export it to CSV.
- A members table for every list
- Add existing leads
- Export to CSV
Campaigns target an audience, forms add their submissions to one, and workflows can add a lead the moment it crosses a score threshold.
- Campaign targeting
- Form submissions land in a list
- An Add to audience workflow action

Capabilities

Lists that every module can use.

Audiences

Segments you can act on.

Group leads by industry, size and engagement, then send them a campaign.

Lists

Named lists

A name and description on every list, such as Hot leads 80+.

Members

Bulk add

Add existing leads in bulk or from a lead's page.

Use

Campaign targeting

Campaigns send to an audience, and the board filters by one.

CSV

Export to CSV

Download any list from its card for offline review.

By the numbers

One list, every module.

modules use it: 4; Campaigns, Pipeline filters, Forms and Workflows.
leads lost: 0; Deleting a list never deletes the leads on it.
click to CSV: 1; Download any list from its card.

By team

Lists each team builds.

Marketing

Build the list for a launch.

Sign-ups go straight into one list, ready for the launch campaign.

Marketing playbook0/4 done

Create Launch waitlist
Point the sign-up form at it
Send the launch campaign
Export it for the ads team

What your agent can do

Read and act across the whole workspace.

Connect Claude, ChatGPT, Cursor, Claude Code, Codex or Antigravity. Sign in with OAuth, then find hot leads, preview campaigns and build workflows in plain language, on live CRM data.