> For the complete documentation index, see [llms.txt](https://nationgraph.gitbook.io/nationgraph/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://nationgraph.gitbook.io/nationgraph/help-center/readme/automations-overview.md).

# Automations Overview

***

{% embed url="<https://screen.studio/share/pcSF4bcc?utm_medium=iframely&utm_source=gitbook>" %}
In-Depth intro about automations with our founder Kimia!
{% endembed %}

### What are Automations?

Automations turn NationGraph signals and public-sector data into repeatable workflows. They run in the background. They produce a structured results table you can export or sync!

Automations are best when you want **consistent outputs**. Signals are best when you want a **continuous inbox feed.**

### When to use Automations

* You need a ranked target list for a territory.
* You want a repeatable way to request and track vendor contracts.
* You want outputs that sync cleanly into Salesforce or HubSpot.

### Automation types

#### [Ranked Institutions](/nationgraph/help-center/readme/automations-overview/ranked-institutions.md)

Create a prioritized list of institutions. Tune scoring using configurable criteria. Mix NationGraph scores with signals, population, and activity.

#### [Request Vendor/Competitor Contracts (FOIA)](/nationgraph/help-center/readme/automations-overview/request-vendor-competitor-contracts-foia.md)

File FOIA requests automatically. Track responses and parsed contract records. Export clean contract data for downstream workflows.

#### [Email Automation](/nationgraph/help-center/readme/automations-overview/email-automation.md)

Target institutions effectively by leveraging signals like RFPs and meeting minutes. Improve communication with personalized messaging, call scripts, talking points, and automate sequences using templates.

### Key concepts

* **Scope**: Every automation run needs clear scope. This is usually territory, institution types, date range, and enabled data sources.
* **Runs**: Each time you run an automation, you create a new run.
* **Results**: Each run produces a results table.

### What you can do with results

* Review results in a structured table to get ranked insights
* Track run history and status updates.
* Export results as CSV.
* Sync results to your CRM.

### Quick Start

<table data-view="cards"><thead><tr><th>Guide</th><th>Description</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Create &#x26; run an automation</td><td>Set scope, run, review results, then export or sync.</td><td><a href="/pages/KWuedhb6ar0XhNUriqHY">/pages/KWuedhb6ar0XhNUriqHY</a></td></tr><tr><td>Rank institutions in a territory</td><td>Build a prioritized target list using configurable scoring.</td><td><a href="/pages/olE3Dlaqpa1d6R4lyKfe">/pages/olE3Dlaqpa1d6R4lyKfe</a></td></tr><tr><td>Request vendor/competitor contracts (FOIA)</td><td>File FOIA requests automatically. Track responses. Export parsed contracts.</td><td><a href="/pages/tJCB4mfMugf89ZHLTdl2">/pages/tJCB4mfMugf89ZHLTdl2</a></td></tr><tr><td>Sync automation results to your CRM</td><td>Push tasks, notes, and mapped fields into Salesforce or HubSpot.</td><td><a href="/pages/RfPhSNh8HgUHnX85eIUo">/pages/RfPhSNh8HgUHnX85eIUo</a></td></tr><tr><td>Browse all quick starts</td><td>The full library of guides across NationGraph.</td><td><a href="/pages/FlxOwQyTnxUB9CUeEPZW">/pages/FlxOwQyTnxUB9CUeEPZW</a></td></tr></tbody></table>


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