> 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 We’re introducing Automations a new powerful way to turn signals and public-sector data into structured workflows. *** {% embed url="" %} 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! NationGraph sends in-app notifications for supported automation completions and failures. If you subscribe to real-time email or Slack alerts, those notifications are also sent there. Automations are best when you want **consistent outputs**. Signals are best when you want a **continuous inbox feed.** ### When to use Automations * You need structured answers to the same questions across many institutions. * You need contacts with specific titles across a territory. * 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 #### [Deep Research](/nationgraph/help-center/readme/compass/deep-research.md) Save yourself from researching accounts one at a time. Select **Deep Research** when creating an Automation, then tell Compass what you need to learn. Compass will guide you through the questions, the accounts to include, and the cost before the research starts. #### [Ranked Institutions](/nationgraph/help-center/readme/automations-overview/ranked-automations.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/foia-automations.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/outreach-automations.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. #### [Find Contacts](/nationgraph/help-center/readme/automations-overview/contacts-automation.md) Retrieve contacts from selected territories using required job titles and optional exclusion, similar-title, email, and phone filters. ### 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. {% hint style="info" %} Selecting **Deep Research** from the new Automation menu opens **Compass**, your guide through the setup. After you start the report, find its progress and results under **Automations**. {% endhint %} ### 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

Guide	Description	Link
Create a Deep Research report	Tell Compass what you need to learn, and it will guide you to a report you can use to prioritize accounts.	Deep Research
Find contacts across a territory	Retrieve contacts using title, exclusion, email, and phone filters.	Find Contacts Automation
Create & run an automation	Set scope, run, review results, then export or sync.	Create & run an automation
Rank institutions in a territory	Build a prioritized target list using configurable scoring.	Ranked Automations
Request vendor/competitor contracts (FOIA)	File FOIA requests automatically. Track responses. Export parsed contracts.	FOIA Automations
Sync automation results to your CRM	Push tasks, notes, and mapped fields into Salesforce or HubSpot.	Sync automation results to your CRM
Browse all quick starts	The full library of guides across NationGraph.	Quick starts

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