Filling in a lead from your notes
What autofill fills in, what it matches against, and where your notes are processed.
Paste your notes into the note field on a lead and Billow fills in the rest of the form from them.
The notes can be in any shape: call notes, a forwarded email, bullet points.
Fields it fills
Project name
Account: matched against companies already in your workspace
Person of contact: matched against that account’s people
Source: how the lead reached you
Stage
Budget range, or nothing if the notes don’t mention money
Matching accounts and contacts
Billow matches names against accounts and contacts you already have. It won’t create new records on its own.
Only confident matches fill in automatically. When a name can’t be matched confidently, a dialog offers to create the account or contact. Nothing is created until you hit Create & Fill.
Existing leads
Autofill only writes to empty fields. Answers already in the form stay as they are.
Processing and privacy
Billow runs your notes through a European AI provider (Mistral). Notes stay in the EU.
If the notes can’t be parsed, you’ll see “Could not analyze notes. Please try again.” and the form stays as it was. Fill it in by hand.
Availability
Autofill is on Grow and Scale, along with the rest of the pipeline. See Plans and limits.
