Sync Agent
Sync Agent is the AI assistant built into the table. It sits in the toolbar as the purple ✦ button, next to your credit estimate.
Instead of adding columns and picking actions one at a time, you describe the workflow you want and the agent sets it up in the table.
What it does
- Reads the table you have open — its columns, actions, and data
- Turns a plain-English request into the columns and actions that deliver it
- Suggests the next step once a workflow is running
- Answers questions about which enrichment to use for what you are trying to find
It works on the table in front of you. It is not the MCP server — that connects your own AI client to Sync GTM from outside the app.
How to use it
- Open the table you want to build in
- Click the ✦ Sync Agent button in the top-right of the toolbar
- Describe the outcome, not the steps — “find the work email and verify it for every row”
- Review what it proposes before running anything
- Run a few rows manually first, then turn on Auto-run
Prompting it well
The same rules that apply to the MCP prompting guide apply here:
- Name the column. “Enrich the Domain column” beats “enrich the companies”.
- State the output you want. “Add a column with verified work emails” is buildable; “improve this table” is not.
- One job per prompt. Source, then enrich, then write copy — three prompts, three checkpoints.
- Say the limits. Row counts, countries to skip, titles to exclude. Every row costs credits.
Check the credit estimate in the toolbar before running anything the agent sets up. A workflow that looks like one column can be a waterfall of paid providers underneath.