AI Autofill: automatically fill CRM fields from your deal timeline or the web

AI Autofill is currently in beta. AI features are free to use during the beta period. We’ll continue to communicate timing and any upcoming changes with plenty of time to plan for your team's usage. For now, you can try AI Autofill and start using it in your day-to-day workflows.

Tired of manual data entry?

Keeping CRM fields up to date is slow, repetitive work. The information you need often already exists—inside email threads, meeting notes, or on the web—but turning that information into structured CRM data still takes time.

‍AI Autofill is a CRM feature that automatically fills field values using AI, pulling information from your email timeline or the web and writing it directly into your pipeline. It’s designed to handle routine field updates so records don’t quietly drift out of date over time.

By filling fields for you—one at a time or in batches—Autofill reduces manual upkeep while keeping updates accurate and intentional, so your CRM stays useful instead of becoming background noise.

‍

How AI Autofill works

Autofill can fill a single field when you're focused on one aspect of a deal—or batch fill data when you’re cleaning up your pipeline or focusing on a larger segment. No matter where you run it, Autofill is powered by the source and instructions you set, so results stay predictable and you stay in control.

• Thread view: Autofill fields from the CRM sidebar to while viewing an email.
• Pipeline view: Run Autofill in bulk by selecting multiple rows within a column.
• Box view: Fill one field at a time, or choose multiple fields to update all at once.‍

Choose the right data source

Different fields need different sources. Autofill lets you configure that explicitly. By determining a source per field, Autofill stays focused and avoids guessing.

Autofill from the deal timeline

Autofilling a deal from the timeline works best when the information already exists in Streak. Scan emails, notes, meetings, and activity history to extract values you’ve already discussed or recorded.

Autofill with web research

Streak AI can perform web research when the data lives outside your CRM. Web research can autofill company details or background information about a lead. Web research relies on your instructions to find exactly what you care about.

‍

Get precise results with instructions

Instructions let you define how a field should be filled—not just where the data comes from. They’re especially useful when you need:

• Consistent formatting across records
• Clear definitions for what counts as a valid value
• Specific summaries or extracted details

Autofill shows its reasoning alongside the result, so you can quickly verify values and refine instructions over time. This feedback loop makes Autofill more reliable the more you use it.

‍

Control when autofill runs in your pipelines

Today, Autofill can be manually triggered so you can run it exactly when you want—whether you’re updating a single deal or batch updating part of a pipeline.

We’re working toward additional, more automated options that allow you to autofill based on certain triggers while maintaining control of your data. Stay tuned!