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This guide covers a few core Bitscale concepts that you’ll use in almost every workflow:
  • Adding multiple data sources to a grid
  • Fetching more rows from an existing source
  • Creating and using workbooks
  • Scheduling data sources
  • Adding rows to blank grids
If you understand these well, most Bitscale workflows will feel intuitive.

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Accessing a Grid

From the Bitscale home screen, you can either:
  • Create a new grid, or
  • Open an existing grid
Both actions bring you to the same grid interface, an Excel-like workspace where data flows from left to right through enrichments, transformations, and outputs.

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Adding Multiple Data Sources to the Same Grid

A single grid can ingest data from multiple sources, as long as the same downstream logic applies to all rows.

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When to use this

  • You want to process multiple lists with identical enrichment logic
  • You are combining people or company lists from different sources
  • You want a unified output without duplicating workflows

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How it works

  1. Inside a grid, go to Data Sources (top-left)
  2. Select a source such as:
    • Find Companies
    • Find People
    • Import CSV
  3. Configure filters and preview results
  4. Click Add to current grid
The new rows are appended to the existing grid and automatically flow through all configured steps.

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Fetching More Rows from an Existing Source

Most sources return only an initial batch (usually 100 rows) by default. This allows you to test workflows before scaling.

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To fetch more rows

  1. Open Data Sources
  2. Click on the source you previously used
  3. Choose how many rows to fetch (up to 1,000 per batch)
  4. Click Fetch rows
You can repeat this until:
  • You exhaust the available results, or
  • You reach your search credit limit
There is no hard limit on total rows, only batch size.

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Creating a Workbook (Multiple Grids Together)

A workbook is simply a collection of grids grouped together.

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Why use workbooks

  • Keep related grids organized
  • Pass data between grids
  • Separate account-level and contact-level processing
  • Maintain clean workspaces for complex workflows

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Two ways to create a workbook

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1. Exporting data to a new grid

When you export rows (for example, contacts found from companies) and choose Create new grid, Bitscale automatically creates a workbook.

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2. Importing a source into a new grid

  1. Open Data Sources
  2. Configure any source
  3. Click Import to new grid
This creates a new grid inside the same workbook. You’ll see multiple grids listed at the bottom-left of the interface.

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Scheduling Data Sources

Some sources can be scheduled to run automatically.

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Common use cases

  • Daily ingestion of new people or companies
  • Ongoing intent monitoring
  • Evergreen outbound pipelines

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How to schedule a source

  1. Open Data Sources
  2. Select the source you want to schedule
  3. Enable scheduling
  4. Set frequency (daily, weekly, etc.)
  5. Save
To fully automate processing:
  • Enable Auto-run grid
  • Enable Auto-run enrichments
New rows will be fetched and processed automatically.

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Working with Blank Grids

You can also start with a blank grid if:
  • You want to manually input data
  • You are receiving data via webhook
  • You plan to populate rows later via exports or integrations
Once rows are added, the grid behaves exactly like any other grid and supports all enrichments, formulas, and outputs.