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Workflows turn Paradigm into a system that runs research processes for you automatically. Connect data from sources like your CRM, spreadsheets, Slack, email, or internal documents, and let Paradigm continuously execute your team’s existing research workflows. Paradigm sits at the center of every workflow: it receives data from a trigger source, processes it, and then sends the output wherever you need it.

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How workflows work

Each workflow has three parts:
  • Input: a trigger source that sends data to Paradigm (e.g. a CRM update, an incoming email, a Zapier zap)
  • Paradigm action: what Paradigm does with the data
  • Output: where Paradigm sends the result

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Creating a workflow

To create a workflow, click the ⚡ icon in the top right of your sheet and then click New workflow.

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1. Set your trigger source

Click New trigger source and select where the incoming data will come from.
Available trigger sources include Attio and Zapier. Enterprise plans have access to direct integrations with Salesforce, HubSpot, DealCloud, and Affinity. We’re continuously adding more, so reach out if you need a custom integration.

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2. Select a Paradigm action

Choose what Paradigm should do when it receives the data:
  • Extract and enrich: Paradigm maps the incoming data to your sheet columns and automatically fills in any missing information.
  • Extract: Paradigm maps and structures the data into your sheet columns without additional enrichment.

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3. Set your output destination

Click New output destination to choose where Paradigm sends the processed data. Currently, you can send a Slack message. More output destinations are coming soon.
Once configured, click Create workflow.

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Example workflows

  • CRM to Paradigm to Slack: Pull data as new records are added to your CRM, enrich in Paradigm, and send a Slack message with the enriched row.
  • Granola to Paradigm: Pull demo call notes from Granola, extract and structure budget signals, use cases, current tools, objections, and action items in Paradigm.
  • Email to Paradigm to Slack: Forward an email to a Paradigm address, parse and extract the data, get notified in Slack.

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Enterprise integrations

We work closely with enterprise clients to build custom integrations and workflows. If you need a direct integration with a tool not listed above, reach out to us.