Enrichment

How Triad fills in missing account and partner details from public sources

Enrichment fills in details you haven't entered yet — like an account's industry, or a partner's website and description — using public sources. It saves you data entry and, just as importantly, it improves Triad's AI features: Partner Discovery's "best-positioned partners" ranking relies on knowing each account's industry, so the more complete your data, the better the recommendations.

It only fills blanks

Enrichment never changes anything you've entered. It only fills fields that are empty. If you've set an account's industry or a partner's website, Triad leaves it exactly as you wrote it. Today it fills:

• Accounts — industry
• Partners — website and description

How it runs

Enrichment runs automatically in the background. When you add accounts or partners — by importing, creating them, or capturing activity — Triad fills in their missing details within about half an hour, without you doing anything.

If you'd rather not wait, an admin can run it on demand: go to Settings → Enrichment and click Enrich now. That processes your workspace's records that are still missing details and reports how many it filled. This is handy right after a bulk import during setup.

Turning it on or off

Enrichment is on by default. An admin can turn it off at any time under Settings → Enrichment. When it's off, Triad does no enrichment for your workspace — no background fills and no on-demand runs — until you turn it back on.

Where the data comes from

Enrichment looks up public information only — the kind of firmographic detail (industry, website, a short description) you'd find on a company's own site or public business listings. It does not use your private notes, activities, or partner conversations, and it never exposes your data to other customers. Triad keeps a shared, canonical record of public company details so a company that's already been looked up doesn't have to be researched again — which keeps enrichment fast and efficient.