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Fill a column with AI

Admins can have KretaOS fill one of your client fields for every client in a view — such as Hot, Warm or Cold — from what it already knows.

Updated 9 Oct 2026

Say you add a Lead temperature field with Hot, Warm and Cold. Filling it for two hundred clients by hand would take an afternoon. Fill a column with AI reads what KretaOS knows about each client and fills it in for you, leaving a client blank when it cannot tell.

Before you start

  • Have a field to fill. It must be one of your own client fields of kind Pick one, Pick many, Text, Number or Yes / no. See Custom fields.
  • Narrow the list. It runs on the clients in the current view on Clients, up to the first 100. Filter or use a saved view to choose which ones.

Run it

  1. Open Clients and set up the view you want.
  2. Open the More menu and choose Fill a column with AI.
  3. Under Fill, pick the field.
  4. Write How to decide, for example "Hot if they asked for a price this month, Warm if we spoke in the last 90 days, otherwise Cold".
  5. Keep Only empty cells ticked to leave values people already set alone. Untick it to fill every client in the view.
  6. Check the line that says how many clients it will run on, then press Start.

KretaOS says "Filling 87 clients — values appear as each one finishes. Refresh to see them; a cell stays blank when AI can't tell." If AI is unavailable right now, Start says so and nothing is started.

How it decides

For each client, KretaOS looks at what it knows: their details, recent touches, memory, promises and deals. It then gives an answer that fits the field:

  • a Pick one answer must be one of the field's choices
  • a Number must be a number
  • Text is kept short

If it cannot tell, or its answer does not fit the field, it writes nothing for that client. A blank is better than a guess.

Good to know

  • Every value is recorded. Each fill is written to the audit log, marked as filled by AI.
  • It does not set off automations. A field filled by AI never fires A field changes, so nothing runs by surprise.
  • It reads, it does not search. It uses only what is already in KretaOS about each client, never the web.
  • Privacy still applies. It works from the same shared information your team sees about a client.

Related

  • Custom fields — Add the details your team tracks that KretaOS does not have yet, such as a GSTIN, a city or a renewal date, on clients, people and deals.
  • Saved views — Filter, sort and add columns to your Clients list, then save it as a named view for yourself or the whole team.
  • Steps — What each automation step does — wait, check a condition, draft with AI, send, create a task, notify, fill fields and more.
  • Fill from website — KretaOS reads a client's own homepage and fills their empty details — website, LinkedIn, city, industry, about, logo.
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