With Actions
Create actions directly from records:
Find issue in record data
Click "Create Action" in record detail
Action includes record context
Assign to team member
Smart routing back to original record
Example: Integration record shows poor campaign performance → Create action to revise ad creative → Assignee has full campaign data
With Analytics
Query record data in analytics:
Filter by recordset type
Combine manual + integration data
Calculate custom metrics
Build dashboards from record data
Example: Count active customers by account manager, track project completion rates, monitor product launch task status
With Funnel Architect
Link funnel insights to records:
Create campaign records for tracking
Document optimization actions
Link landing pages to content records
Store creative assets for funnel stages
With KPI Brain
Use record data in KPI calculations:
Customer lifetime value from CRM records
Project budget tracking
Inventory levels from product records
Custom business metrics