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The AI-Powered Spreadsheet for Smarter Data Analysis

Welcome to meerkats AI! We’ve combined the familiarity of a spreadsheet with the power of AI to help you automate lead enrichment, data retrieval from multiple sources, and analysis effortlessly. Whether you’re handling sales prospecting, or market analysis, meerkats AI is designed to make your data work for you.

Whether you’re just getting started or looking to take your outbound sales to the next level, meerkats AI is here to make it easier, faster, and more intelligent.

Ready to dive in? Let’s get started

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Overview

Navigating the meerkats AI Interface

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Platform Overview

meerkats AI is designed with a user-friendly interface that combines powerful AI capabilities with a familiar spreadsheet experience. Here’s a quick look at the core areas of the platform:

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1. Navigation Menu

• Home: Your central hub to access recent projects, and a summary of recent activities.

• Recently Created Tables: Access all your tables, organized by date of creation. Use the search bar for quick navigation.

• Search For Company/People: Build your list of targeted ICP by selecting the right filters and get a list of leads to target from our existing database

• Templates: Explore our curated Template Gallery with pre-built tables for various use cases. Customize them to suit your needs.

• Import List: Import data from an existing CSV file, URL, Apify and Google Search to start a new project.

• Start From Scratch: Create your own custom blank table, you have default columns as company name and domain, you can modify and customize according to your needs.

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2. Table Workspace

• Table View: Visualize and manage your data in a structured table format. You can customize each column by clicking on the headers to access:

  • Type: Choose the data type (single-line text, URL, file, number, date, etc.).

  • AI Settings: Define if a column has access to AI or not and how AI should retrieve the data for that column.

  • Formatting: Apply formatting rules for better data presentation.

  • Rerun Column: Re-run the AI analysis for a column whenever needed.

  • Hide Column: Temporarily hide columns from view to keep your workspace focused.

• View Options: Add rows, export/import CSV files, and manage tables (rename, duplicate, or delete) to maintain an organized workspace.

• AI CCo-Pilot: Get assistance from our AI Co-Pilot for suggestions, table modifications, lead enrichment, insights, and data-related clarifications.

• Sharing: Collaborate by inviting team members or enabling public sharing through a read-only link.

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3. Account Settings

• Account: Manage your personal information and account settings.

• Billing: Control your subscription plan and monitor your usage of credits.

• Integrations: Connect third-party tools such as Slack, HubSpot, Smartlead to extend meerkats AI’s functionality. (Coming Soon!)

meerkats AI’s platform offers a streamlined and intuitive experience, enabling you to transform data into actionable insights quickly and efficiently.

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Adding Data

How to Populate Your meerakts AI Table

meerakts AI provides various methods to add data to your tables, enabling you to create comprehensive datasets for analysis, enrichment, and research. Whether you’re importing existing data, searching the web, or exploring entities, meerakts AI offers flexible options tailored to your needs.

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Ways to Add Data:

1. General Search: Find a wide range of entities based on keywords or phrases using meerakts AI’s search engine.

2. Company Search: Target specific companies using filters like industry, size, or location.

3. People Search: Discover individuals based on job titles, seniority, or location.

4. News Search: Aggregate news articles related to your topic of interest.

5. Browse URL: Extract lists from web pages directly into your table.

6. Bulk Add: Paste a list of items manually to quickly populate your table.

7. CSV Import: Import data from existing CSV files to build or update your table.

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CSV Import

Importing Data from CSV Files

The CSV Import tool allows you to upload data from existing CSV files directly into your meerkats AI table.

You can upload up to 1,000 rows per CSV. If your file has more than 1,000 rows, only the first 1,000 will be processed. You can upload multiple CSVs to the same table, but each must stay within the 1,000-row limit.

We’re working on increasing this limit. Feel free to contact us if you need assistance.

How to Use CSV Import:

1. Upload Your CSV: Choose the file you want to import.

2. Map Columns: Match the CSV columns with your meerakts AI table columns.

3. Save and Import: Preview your data, then click “Save and Import.”

Good Use Cases:

• Importing large datasets quickly.

• Transferring existing spreadsheets into meerakts AI for enrichment.

Tips:

• Ensure your CSV columns match the column types in your meerakts AI table for seamless importing.

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Company Search

Finding and Adding Company Data

The Company Search tool helps you discover companies based on specific criteria such as industry, size, and location.

How to Use Company Search:

1. Set Search Filters: Choose from filters like industry, employee count, and location , Funding, Funding Stage to narrow your search.

2. Review and Select Companies: Browse the results and select companies that match your criteria.

3. Add to Your Table: Add the chosen companies to your table for enrichment.

Good Use Cases:

• Building a list of potential clients in the tech industry.

• Researching competitors in a specific market.

Tips:

• Combine filters to refine your search and obtain more relevant results.

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People Search

Discovering Professional Profiles for Your Research

The People Search tool helps you find individuals based on titles, seniority levels, and locations, making it perfect for recruitment, sales prospecting, or networking.

How to Use People Search:

1. Choose Filters: Use filters like job title, location, or company to refine your search.

2. Browse Profiles: Review the results and select individuals to add to your table.

3. Add and Enrich: Add the selected profiles and enrich them with professional details.

Good Use Cases:

• Finding potential candidates for job roles.

• Building a prospect list of decision-makers in a specific industry.

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Table Operations:

Learn how to build and manage tables

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Column Basics

The Building Blocks of Your meerkats AI Tables

Columns are the foundational elements of your meerkats AI tables. They provide structure, organize your data, and define the specific information you want to capture for each entity—whether it’s a company, individual, or news article. Understanding how to configure columns effectively is key to unlocking the full potential of meerkats AI’s AI-driven capabilities.

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Creating and Customizing Columns

meerkats AI makes it easy to create and customize columns according to your research or data analysis needs. Each column can be tailored to ensure your data is captured accurately and efficiently.

• Column Name: Choose a clear and concise name that reflects the specific data point you want to collect. This makes it easier for AI to understand and populate the relevant information.

  • Examples:

    • “Company Name” for the company’s full legal name

    • ”Recent Funding Round” for the latest investment stage

    • ”Contact Email” for a designated person’s email address

• Column Type: Select the format of the data you want to capture. meerkats AI offers various data types, such as:

  • Single-line text: For short entries (e.g., job title, company name)

  • Long text: For more detailed information (e.g., company description)

  • URL: For web addresses (e.g., LinkedIn profile, company website)

  • File: For uploading documents, PDFs, or images

  • Single-select: Choose one option from a predefined list (e.g., industry)

  • Multi-select: Select multiple options (e.g., product categories)

  • Number: For numerical data (e.g., employee count, revenue)

  • Date: For capturing dates (e.g., founding date, event date)

These column types allow you to structure your data in a way that fits your analysis goals.

meerkats AI’s AI capabilities bring your columns to life, enabling them to automatically gather and enrich data based on your specific needs.

• AI Toggle:

  • On: The AI will actively populate data for this column using selected tools.

  • Off: You can enter data manually, giving you control over inputs, especially useful for custom fields.

• Tools Available When AI Is On:

  • Web Search: Extracts data from websites based on your prompt.

  • Enrich Company/Person: Leverages APIs like Crunchbase, Apollo, proxycurl to provide structured data.

  • Scrape URL: Pulls specific information from a given URL.

  • File Analysis: Extracts information directly from uploaded files (e.g., PDFs, images, text files) related to your entities, making it easy to populate columns with data that lives inside documents.

  • Instructions Only: Synthesizes an answer using a Large Language Model (LLM) based solely on inputs from other columns. This tool is perfect for generating summaries, performing analysis, or crafting text content based on existing data in your table.

These tools allow you to harness the full power of AI to extract, synthesize, and enrich data, turning your meerkats AI tables into dynamic sources of actionable insights.

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Main Entity Column vs. Other Columns

• Main Entity Column: This is your primary column and represents the main subject you’re researching (e.g., “Company Name” for company data). It’s typically configured as a “Single-line text,” “Long text,” “file,” or “URL” type.

• Other Columns: You have complete flexibility to choose any of the available column types, enabling you to capture a wide variety of data points related to your main entity.

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Column Dependencies and Inputs

• Inputs: Connect columns to provide context to the AI. By selecting other columns as inputs, you guide the AI to use this data when generating outputs, allowing for more accurate and personalized results. This feature is particularly useful for establishing relationships between different data points in your table.

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Additional Features

• Rerun Column: Trigger the AI to update its analysis for a specific column, ensuring your data is always up-to-date.

• Hide Column: Temporarily hide a column from view without deleting it, keeping your workspace clean and focused.

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From Basic Building Blocks to Powerful Insights

By understanding how to create and configure columns effectively, you can transform meerkats AI into a powerful data analysis tool tailored to your unique needs. Explore the upcoming subpages to learn more about specific column types, tools, dependencies, and how to craft effective prompts to maximize the value of your data.

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Text, Numbers, & Dates

Structuring Your Data with Essential Column Types

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Title: Text, Numbers, & Dates

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Subtitle: Structuring Your Data with Essential Column Types

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Content:

meerkats AI offers flexible column types for handling diverse data in your tables. Here’s how you can effectively use Text, Number, and Date columns to organize and analyze your information.

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1. Text Columns

Text columns store any kind of textual data, from brief entries to detailed descriptions.

Types:

• Single-line Text: Ideal for concise data points like:

  • Company Name

  • Job Title

  • Location (City, State)

• Long Text: For capturing detailed information such as:

  • Company Descriptions

  • Product Features

  • Personalized Outreach Messages

These options let you store everything from simple labels to complex narratives.

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2. Number Columns

Number columns capture and quantify data, allowing for calculations and trend analysis.

Type:

• Number: Suitable for data such as:

  • Employee Count

  • Funding Amount

  • Revenue

Formatting Options:

• Prefix/Suffix: Add ”$” for currency or ”%” for percentages.

• Abbreviate Large Numbers: Display “1M” instead of “1,000,000” for clarity.

These features make your numerical data easy to read and analyze.

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3. Date Columns

Date columns organize data chronologically, helping you track events and timelines.

Type:

• Date: Capture key dates like:

  • Founding Date

  • Product Launch Date

  • Last Contact Date

Formatting: Choose from various date formats to maintain consistency.

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Practical Applications

• Sales: Use “Single-line text” for lead names, “Number” for sales figures, and “Date” for closing dates.

• Marketing: Track campaigns with “Long text” for descriptions and “Number” for metrics.

• Finance: Monitor investments with “Number” columns for amounts and “Date” for reporting periods.

• HR: Build talent profiles using “Single-line text” for names and “Number” for performance scores.

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Unlocking Insights

By structuring your data with Text, Number, and Date columns, you create a solid foundation for meerkats AI’s AI to generate insights and identify patterns efficiently.

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Hide Columns, Re-order, Sort, Filter, Merge Columns

You can hide, re-order, sort, filter, or merge columns to effectively organize and analyze data in the way you want to

1. Right-click a column you want to hide

2. At the bottom of the options menu, click Hide

Or…

1. Select columns above the table

2. Toggle the columns on or off individually or click Hide all to quickly adjust the entire table

To unhide columns, click Show All or toggle the columns on or off

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Reorder Columns

1. Right-click a column you want to reorder and move it left or right

Or…

1. Select columns above the table

2. Drag the column you want up or down

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Sort

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Text

1. Click Sort above the table

2. Select which text column you want to sort

3. Sort A → Z or Z → A

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Number

1. Click Sort above the table

2. Select which number column you want to sort

3. Sort 0→ 9 or 9 → 0

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Filters

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Text

1. Click Filter above the table

2. Select a column to filter

3. Choose between equal to, not equal to, contains, does not contain, is empty, is not empty and enter a value into the field

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Number

1. Click Filter above the table

2. Select a number column to filter

3. Choose between Equal to, not equal to, greater than, greater or equal to, less than, less or equal to, is empty, is not empty and enter a value in the field

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Merge Columns

1. Click Add Column > Merge columns

2. Input formula to combine two columns

Integrations and Enrichments

All about integrations and enrichments you can do with meerkats AI

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