SyncGTM AI
SyncGTM’s built-in AI actions automate lead research, enrichment, email writing, and data formatting with no external keys.
- Integration
- SyncGTM AI
- Category
- AI
- Authentication
- SyncGTM credits — no external API key
- Actions
- 10
- Plans
- All plans, including free
What it does
Summarize 10-K filings, detect product launches, format messy data, write short emails, and run web research agents — all included in your plan.
SyncGTM AI is a SyncGTM native integration — it runs on SyncGTM credits, so there is no external SyncGTM AI account or API key to connect.
Adding the integration creates an Action column. It behaves like any other Action column — same dynamic variables, same Auto Run triggers, same per-row test before you run the whole column.
Available actions
| Action | What it does |
|---|---|
| 10-k Filing Summary | Get 10-k Filing summary based on dates easily with AI agent. |
| Annual Shareholder Meeting Summary | Get Annual shareholder’s meeting summary based on year easily with AI agent. |
| Web Research Agent | Run an AI agent that researches a topic online and compiles verified findings. |
| Quarterly Earning Summary | Get a quick summary of quarterly earnings based on company filings and reports. |
| Short Email Writer | Generate short and personalized emails for outreach, updates, or follow-ups. |
| New Product Launch Update | Summarize and format new product launches for internal or public announcements. |
| Format With AI | Use AI to clean, reformat, or standardize unstructured content. |
| Format Domain | Normalize and validate domain names for use in your CRM or workflows. |
| Format Phone Number | Standardize phone numbers into consistent formats for international outreach. |
| Format Data | Format and clean spreadsheet data using AI for faster automation. |
Each action is its own column. Pick the one you need when you add the integration — you can add more than one from the same integration to a table.
Setup
- Click Add Action in the top right of your table and open the Integrations tab.
- Select SyncGTM AI, then choose the action you want the column to run.
- Map the required inputs to your existing columns using dynamic variables.
- Choose whether to Auto Run the action. If you do, pick the trigger column that fires it.
- Test on the first row with the play button.
- Run the whole column from the ▶️ in the column header.
Related integrations
| Integration | |
|---|---|
| Anthropic | AI |
| OpenAI | AI |
| Perplexity | AI |
| Browser Use | Scraping |
| SyncGTM Built-in | AI |
Next steps
- AI — how this category fits into a table
- Integrations — adding an integration, and the full category map
- Actions — configuring and auto-running an action column
- Credits — how usage is billed
- SyncGTM AI on syncgtm.com — the product page for this integration