Use Sumble well and safely
Sets up your Sumble connection the right way: confirms the account and plan, picks the right lookup tool, keeps result sets small, and asks before saving any list or contact.
Use it when
- You have just connected Sumble and want to know what it can do safely
- A Sumble search returns errors, empty results or far too much data
- You want the assistant to stop before changing a saved list
Tools it uses
GetAccountInformationGetMyCompanyProfileLogOutFindOrganizationsEnrichOrganizationMatchOrganizationsSearchTechnologiesFindPeopleEnrichPersonFindRelatedPeopleToPersonFindJobsGetJobDescriptionFindRelatedPeopleToJobListTablesQueryListOrganizationListsGetOrganizationListListContactListsGetContactListCreateOrganizationListAddOrganizationsToListCreateContactListAddContactsToList
Before we start, confirm which Sumble account I'm connected to and tell me which tools I should use for finding companies versus people.
You're connected to the Acme Revenue workspace on the Team plan. For finding companies by technology, use the organization search; for named contacts, use people search. I'll keep results to the top 25 unless you ask for more, and I won't add anything to a list until you confirm the list name and count.