# Run Actions on Contacts and Companies

> Execute any AI action directly from a contact or company detail page, with that record's data used as context.

Source: https://docs.graph8.com/studio/entity-action-execution/

The Run Action button on contact and company detail pages lets you execute any AI skill against a single record. The AI receives the full record data as context, so outputs are specific to that person or company — no copy-paste required.

## How It Works

1. Open any contact or company detail page
2. Click the **lightning bolt** icon in the page header
3. Search or scroll to select an action
4. The action runs with this record's data automatically injected as context
5. Results appear in a panel — you can copy or close when done

The panel stays open while the action runs and shows a completion time when finished.

## What Actions Are Available

The dropdown shows all **enabled AI actions** configured for your organization. These are the same actions available in the AI Agents section.

Actions that appear here:

| Type | Description | Example |
|------|-------------|---------|
| **Research** | Summarize company news, find trigger events, identify pain points | "Summarize recent funding news for this company" |
| **Personalization** | Generate an opening line, write a tailored email, draft a connection note | "Write a LinkedIn opener for this contact" |
| **Analysis** | Qualification scoring, fit assessment, competitive context | "Score this lead against our ICP" |
| **Enablement** | Meeting prep notes, talk track suggestions, objection handling | "Generate meeting prep notes for this account" |

Actions must be enabled in **AI Agents** to appear in this list. Only AI-powered (LLM) actions are shown here — automation and webhook actions are not.

## Context Injection

When you run an action from a contact page, the action receives:

- First name, last name, job title, company name
- Email address and phone number
- Location, LinkedIn URL
- Any custom fields on the record

When run from a company page, the action receives:

- Company name, domain, industry
- Employee count, revenue range, location
- Technologies, keywords, description
- Any custom fields on the record

The AI uses this data for variable substitution in action templates and as background context in its prompt.

### Global Context Included

Beyond the record data, every action also receives:

- **Brand Brief** — your company positioning
- **Value Propositions** — key differentiators
- **ICP definition** — who you sell to
- **Offer Brief** — pricing and packaging
- **Personas** — buyer role profiles

This context comes from Studio's Global Context. Update it at **Studio → Global Context** to improve every action at once.

## Result Panel

Results render in-line with formatting (headings, lists, links). You can:

| Button | Action |
|--------|--------|
| **Copy** | Copy the full result to clipboard |
| **Copy as Markdown** | Copy with markdown formatting preserved |
| **Regenerate** | Re-run the action (useful if the first output wasn't quite right) |
| **Save to Record** | Store the result as a note on the contact or company |
| **Send to Copilot** | Continue iterating in Copilot chat |

### Saving Results

When you click **Save to Record**, the result is added to:

- The contact or company's **Notes** tab
- The CRM (if sync is enabled) as an activity note
- The Inbox timeline as an "AI Generated" entry

Saved results can be referenced in future actions — they're part of the record context going forward.

## Running Actions at Scale

Single-record actions are for ad-hoc work. To run the same action against many records, use one of these:

| Method | Best For | Location |
|--------|----------|----------|
| **List bulk action** | Run against every record in a list | **Data → Lists → Select list → Run Action** |
| **Campaign step** | Run as part of a sequence | **Engage → Sequencer → Add AI Action Step** |
| **Workflow trigger** | Auto-run when a contact hits a condition | **Agents → Workflows** |
| **Enrichment column** | Run as a computed column on every record | **Data → Lists** → open a list → **+** column → **AI** |

## Permissions and Credits

### Who Can Run Actions

| Role | Permissions |
|------|-------------|
| **Admin** | Run any enabled action, edit actions |
| **Member** | Run any enabled action |
| **Viewer** | Cannot run actions |

Disable individual actions for specific roles at **AI Agents → Action settings → Role visibility**.

### Credit Costs

Each action consumes credits based on model tier:

| Model Tier | Cost per Run | Typical Actions |
|------------|--------------|-----------------|
| **Fast** | 1 credit | Short responses, summaries |
| **Standard** | 3–5 credits | Most personalization and research |
| **Deep** | 10–20 credits | Deep research with web access |
| **Thinking** | 15–40 credits | Qualification scoring, complex analysis |

Running actions from detail pages counts against your monthly credit quota. Check remaining credits in **Settings → Billing**.

## Error Handling

If an action fails, the panel shows the error reason:

| Error | Cause | Fix |
|-------|-------|-----|
| **Missing required field** | The action needs a field that's empty on this record (e.g., LinkedIn URL) | Enrich the record first |
| **Insufficient credits** | Your credit balance is below the action's cost | Top up in Settings → Billing |
| **Model timeout** | The LLM didn't respond in time (rare) | Click Regenerate |
| **Action disabled** | An admin disabled this action after you opened the page | Ask your admin to re-enable |
| **Rate limited** | Too many concurrent actions from this user | Wait 30 seconds and retry |

## Activity Log

Every action run is logged:

- **Who** ran it (user email)
- **What** action was run
- **Which** record it ran against
- **When** it ran (timestamp)
- **Cost** in credits

View the log at **Settings → Activity → AI Actions**. Use this for compliance review, usage auditing, or understanding team behavior.

> **Tip:**
> Create a "Personalized Opener" action in AI Agents and run it from any contact page to generate a tailored first line for outreach in seconds. Pair it with a "Research Trigger Event" action — run both back-to-back on the same contact for a fully-prepped outreach message in under a minute.

## Related

- [AI Agents →](https://docs.graph8.com/ai-features/overview/) — Create and configure actions
- [Campaigns →](https://docs.graph8.com/studio/campaigns/) — Run actions at scale across audiences
- [Copilot Skills →](https://docs.graph8.com/studio/copilot/) — Context-aware skills in the Studio editor
- [Workflows →](https://docs.graph8.com/ai-features/workflows/) — Auto-run actions on triggers
- [Global Context →](https://docs.graph8.com/studio/global/) — Shared context every action uses