What the assistant can do

An overview of assistant actions — from search and enrichment to CRM, tasks, and outreach.

RL

RUBINLAKE Team

Updated: Jul 14, 2026

The AI Assistant can do more than answer questions — it can run real actions in RUBINLAKE. Actions that change data are presented to you for approval first.

Search and find

  • Search companies, people, news, jobs, tasks, and lists
  • Find similar companies and build buying committees
  • Suggest filters for company and people searches

Enrich data

  • Enrich individual contacts and companies
  • Enrich whole lists and verify email addresses

CRM

  • Push companies and contacts to your CRM
  • Preview a CRM push before it runs

Tasks and collaboration

  • Create, update, and reassign tasks
  • Add comments to records

Outreach and planning

  • Draft outreach messages and sequences
  • Create account plans and recommend next actions

Products

  • List, load, create, and update products

Tips

  • Not every action is available on every page — the available context shapes what the assistant proposes.
  • To learn how approvals work, see Review and approve actions.

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