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How to Build the Most Common Steps in Tapistro

This guide is designed for new Tapistro customers who are building their first journeys and want a clear, practical reference for the most commonly used steps in the platform.

If you’re asking questions like:

“Which step should I use for this use case?”

“What settings actually matter vs. what can I skip?”

“How do these steps work together in a real workflow?”

This doc is for you.

Each section explains when to use a step, what it’s best at, and how to configure it correctly, with examples pulled from common GTM workflows.

1. Account Search

When to use

Use this step when you want to find net-new accounts that match your ICP, rather than enriching or filtering a list you already have. Account Search is configured on the Source, where you provide an Origin Type and define the firmographic criteria Tapistro uses to pull accounts in. This is typically the starting point of an account-based journey.

Steps

Create a Source, give it a name, provide an Origin Type, then configure the Account Criteria:

  • Account Countries: Enter the countries for the accounts in the location you want to search.

  • Industries to Include: Select the industries you want to search within from the dropdown.

  • Industries to Exclude: Optionally add industries you want to leave out. For example, exclude Staffing and Recruiting agencies unless you are targeting those firms specifically.

  • Technology to Include / Exclude: Specify any account technologies that should be present or absent in the search.

  • Employee Count: Set a minimum and maximum headcount range.

  • Revenue: Set a minimum and maximum revenue range.

  • Keywords: Filter accounts by terms that describe a niche category or sub-industry that standard industry filters don't capture. Enter one keyword per entry and press Enter to add more. Keywords use OR logic, so an account qualifies if it contains any of the listed terms, and the keyword set applies as an additional AND condition on top of your other Account Criteria. Tapistro matches these terms against the company description, website, and related firmographic text. For example, industry filters return inconsistent results for fertility and family-benefit providers, but keywords like Family Benefits, Family Building, and Employer-sponsored Fertility surface them reliably.

  • Exclude accounts without domain: Toggle this on to drop accounts missing a website domain at the Source level, before they enter Journey processing. These records break enrichment lookups and email-based activation.

For the full Journey walkthrough including activation, see Create an Account Search Journey.

2. Account Data Enrichment

When to use

Use this step when you want to enrich an existing list of accounts with foundational firmographic data such as:

  • Company location

  • Employee headcount

  • Revenue

  • Industry

  • Website and domain details

This is typically one of the first steps in an account-based journey.

Steps

  1. Add an Account Data Enrichment step to your journey.

  2. Click Add Enrichment Param.

  3. Choose one or more enrichment vendors.

    • You can select multiple sources to increase coverage.

  4. Configure Required Fields:

    • Specify field names if you want waterfall behavior (enrichment stops once those fields are successfully filled).

Example
If you only care about employee_count and company_revenue, add those as required fields so Tapistro stops enriching once they’re found.

3. Account Job Enrichment

When to use

Use this step when you want to identify open job postings at target accounts.

Open roles often signal:

  • Active initiatives

  • Budget allocation

  • Internal pain or transformation

Example
A company hiring for a RevOps Leader may indicate an initiative to improve pipeline visibility or fix broken GTM processes.

Steps

  1. Give your signal a name in Select Signal Tag.

  2. Under Signal Type, choose Job Listings Search.

  3. Fill out the Job Search Criteria:

  • Job Site: Select All (recommended for maximum coverage)

  • Include Job Title Patterns:

    • Enter a title

    • Press Enter after each one to add multiple titles

  • Exclude Job Title Patterns:

    • Example: intern

  • Include Job Description Patterns:

    • Add keywords found inside job descriptions

    • Example phrase:
      "We’re hiring a RevOps leader to help improve pipeline velocity"
      → Keyword to include: pipeline velocity

  • Technology To Include:

    • Specify tools or platforms mentioned in the role

  • Technology To Exclude:

    • Filter out irrelevant tech stacks

  • Job Posting Max Age (Days):

    • Example: 100 days to exclude stale postings

  • Job Posting Min Age (Days):

    • Use if you want to ignore newly posted roles

  • Job Countries:

    • Specify hiring geographies

4. Person Data Enrichment

When to use

Use this step when you want to enrich a person list with basic contact details such as:

  • Email address

  • Location

  • Title

  • LinkedIn profile

Important note
Person Data Enrichment is already included inside the Person Search step.

The only reason to add this step after a Person Search is when you want to:

  • Pull additional data from LinkedIn for people you’ve already found

Enrich from an email address alone

If your list contains only email addresses, run Person Data Enrichment with TapAI. TapAI uses AI web search to find a person's name, title, location, and LinkedIn profile from the email alone, so email-only records can be enriched without a name and company.

Results are verified and citation-backed, with the supporting citations and reasoning attached to each record:

  • TapAI does not guess a name from the email pattern. If nothing verifiable is found, the fields are returned empty rather than guessed.

  • Generic prefixes such as info@, sales@, and support@ are ignored.

5. Person Search

When to use

Use this step when you want to find people that match:

  • Specific job titles

  • Keywords in their profile

  • A defined persona across multiple accounts

This is your primary step for building targeted prospect lists.

Steps

  1. Configure a Persona:

    • Titles

    • Seniority

    • Keywords

  2. Add a Search Source:

    • Choose where Tapistro should look for matching profiles

  3. (Best Practice) Add an Email Validation step after Person Search:

    • Ensures higher deliverability

    • Reduces bounce risk before activation

6. TAP AI Agent

When to use

Use the TAP AI Agent when you want to replace manual research with AI-driven analysis.

Common use cases include:

  • Classifying accounts or people into defined categories

  • Determining whether a signal indicates real buying intent

  • Generating personalized outreach messages

The AI Agent can:

  • Read structured and unstructured data

  • Apply your logic consistently at scale

  • Output structured fields you can use downstream

Advanced Steps

These steps are powerful workflow controls that use expressions to filter or route accounts and people through a journey.

7. Data Filter

When to use

Use this step when you want to remove accounts or people from a workflow based on specific conditions.

Example use case

You want a Slack alert only when an account in your pipeline is showing a specific signal.

Workflow:

  1. AI Agent researches whether the signal is present

  2. Data Filter removes accounts where the signal is not present

  3. Only qualified accounts continue to the Slack Alert destination

This keeps alerts highly relevant and noise-free.

Read more about configuring common Data Filters here: Data Filter Step in Tapistro Journeys | Tapistro Support Center

8. Conditional Branching

When to use

Use Conditional Branching when you want to fork your journey based on:

  • A specific field (e.g. location)

  • AI Agent output

Examples

  • Route US vs. non-US accounts into different activation paths

  • Branch based on AI output:
    ​Has this account had a recent product launch? → Yes / No

Each branch can trigger different downstream steps, destinations, or messaging.

Final Tip

Start simple. Most high-performing journeys begin with:

  1. List building (pull in an existing list or search for new accounts)

  2. Basic Enrichment

  3. AI Agents for advanced enrichment, signal tracking and classification

  4. Filtering or branching

  5. Destination

Once that foundation is solid, you can add advanced logic gradually as your use cases grow.

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