AI Analysis on a list
Turn on AI Analysis when you create a list and ClearTract researches each project you add, then writes up what it found on the project's Overview tab.
When a list has AI Analysis on, every project you add to it is queued for research. ClearTract’s AI looks for public information about the project, especially the developer and builder behind it, and writes up what it finds. You get background for your first call without digging yourself.
Turn it on
AI Analysis is chosen when you create a list:
- In the left sidebar, next to Lists, click + New.
- Under AI Analysis, leave Enable AI Analysis selected. It’s the default.
- Name the list and click Create list.
From then on, every project added to the list is queued, whether you add it yourself or a teammate adds it to a shared list.
More on lists: Lists and your Saved list.
Where the results appear
Open a project and look at the Overview tab. Under Scope, click Research to expand it. You’ll see the write-up, with a line above it saying how long ago it was done.
A label at the top of the project, next to the stage badge, tells you where research stands. In the list, a small icon next to the project name shows the same thing; hover it for details.
| Label | What it means |
|---|---|
| Queued | The project is waiting to be researched. |
| Researched | The AI found useful information. Read it before you reach out. |
| No intel found | The AI looked but couldn’t find public information. Worth a manual look. |
| Manual notes | The notes were written by a person. The AI won’t overwrite them. |
| Research errored | Something went wrong. It will be tried again. |
You’ll also find the research in a few other places:
- The Timeline tab, under the Research category (it’s hidden by default; click the chip to show it).
- The outreach_notes column when you export the list to a spreadsheet.
- Your AI assistant, when it looks up a project. See AI & MCP.
Refreshing research
A Refresh button appears next to the Researched label. Re-running the research is coming soon; for now the button is disabled.
What it costs
AI Analysis is part of lists, which are included on every plan. It doesn’t use your contact credits. Looking up a verified email or phone for the people on a project is separate: that’s enrichment.
Tips
- Treat the write-up as a starting point. It’s built from public information and can be incomplete or out of date, so check anything important before you rely on it.
- No intel found isn’t a dead end. The Contacts tab and a phone call may get you further.
Still stuck? Email [email protected] and a person will reply.