When you save an activity - a call note, meeting recap, or update from the Chrome extension — Stardex runs AI in the background to extract useful information. Depending on your settings, it can update custom fields, record compensation data, and create follow-up tasks automatically.

What happens when you save an activity

As soon as an activity is saved, Stardex kicks off two independent AI pipelines in the background:

1. AI Auto-Tagging & Compensation — reads the activity content and updates relevant custom fields and compensation data on the person's profile. You will see a badge next to the activity if it updated fields or comp data. You can click on the badge to see what fields got updated
2. AI Task Generation — reads the activity content and creates follow-up tasks based on what was discussed or agreed.

Both run in parallel. You can keep working — updates appear within a minute or two.

AI Auto-Tagging & Compensation

On by default.

After an activity is saved, the AI scans the content and:

• Updates custom fields on the person's profile that have AI tagging enabled
• Records compensation data (base salary, bonus, currency, etc.) if mentioned in the activity

You'll know it ran by the sparkle badge on the activity in the timeline. Click it to see a before-and-after view of every field and compensation value the AI updated.

If the content isn't meaningful enough to extract anything (e.g. "left a voicemail"), the AI skips it silently.

To turn off: Settings → AI Features → AI Auto-Tagging & Compensation (admins only)

https://stardex.com/settings?tab=organization&section=ai-automation

Custom fields: enabling AI tagging per field