Run an Assist workflow

Updated June 2026

You'll learn how to: Launch a guided Assist workflow and generate outputs like Account Plans or pitch decks.

Time: 5-15 minutes per workflow, depending on complexity.

Prereqs: Ask Nynch Assist. Your plan includes the workflows you want to run.

What workflows do

A workflow is a guided multi-step process that gathers your input, reasons over your data, and produces a concrete output (a document, a plan, or a list of actions). Unlike a quick question, workflows walk you through context, ask for your framing, and deliver structured results.

Available workflows

When you open Assist and start a New chat, you see a WORKFLOWS section:

Map Key Account: Deep-dive strategy for a single account. Builds account context, competitive landscape, and engagement plan.
Build A Deck: Create a pitch or proposal deck from your data and custom content.
Account Plan: Comprehensive plan for a contact or deal. Identifies next steps, stakeholders, and milestones.
Import Data: Upload a CSV, Assist maps columns and dedupes, then imports into your network.
Analyze Contacts: Batch analysis of a contact list. Flags duplicates, suggests enrichment, and ranks by quality.
Plan An Outreach: Draft a multi-touch outreach sequence (email, call, social touch).
Start With The Market: Research a market segment, competitor set, or industry trend.

How to run a workflow

Click on a workflow card (e.g., Build A Deck).
Assist opens the workflow guide.
Follow the prompts:
- Pick an entity (contact, deal, account, or list).
- Provide context (deal size, timeline, competitive situation, tone preferences).
- Review Assist's reasoning before it generates output.

Once Assist finishes, the output appears in the chat. Outputs vary:
- Decks appear as downloadable files.
- Plans appear as formatted documents with sections and action items.
- Imports show a preview and status.

You can edit output right in Assist before saving or exporting.

Example: Map Key Account workflow

Click Map Key Account.
Select or search for the account (company name).
Enter:
- Your relationship depth (decision maker names, prior deals, recent calls).
- Your goal for this account (grow deal size, win a specific contract, move to the next stage).
- Any known competitive threats or internal priorities.
Click Analyze.
Assist returns a strategy document with:
- Account overview (team structure, decision process, buying signals).
- Market positioning (competitive landscape, price sensitivity).
- Your engagement plan (recommended next touches, stakeholder priorities, timeline).

You can refine the plan in chat (e.g., "Make this more aggressive" or "Add a legal review step") before locking it in.

Example: Import Data workflow

Click Import Data.
Upload a CSV file (contacts, companies, or activity data).
Assist previews the file and maps columns to Nynch fields.
- Review the mapping. If a column is wrong, correct it.
- Assist flags potential duplicates in your existing network.
Click Import.
The data flows into your network. You can watch progress in the import panel.

See CSV import step by step for manual imports and additional dedup options.

If something goes wrong

Symptom: "Workflow is taking a long time to finish." → Fix: Complex workflows (building a deck from multiple sources) can take 1-2 minutes. If it stalls for over 3 minutes, refresh the page and try again.
Symptom: "Output is blank or generic." → Fix: The workflow had too little context. Go back and add more details about the account, deal, or goal. Include specific competitor names, deal size, or timeline.
Symptom: "Import Data workflow says 'Duplicates found' but I need to override." → Fix: Review the flagged duplicates. If they are truly different records, click Proceed to import them as new contacts. See Finding and fixing duplicates to merge later.