There are several ways to add boxes (records) to your pipeline in Streak. You can start from your inbox, create them directly in your pipeline, or import data in bulk. This guide walks you through all the available methods.
Methods to Add Boxes
You can add boxes using any of the following approaches:
Includes optional AI Smart Suggestions
Method #1 - Quick add people and companies from your inbox
Streak suggests people and companies you’ve recently contacted. These suggestions appear in the right-hand sidebar when you view a new pipeline. If you work with a team, everyone can contribute to filling in a shared pipeline from their respective inbox.
To add a suggested contact/company:
Click on any suggestion → it will be added as a box to your pipeline.This automatically includes the related contact or organization and pulls in your team’s emails with that person or company.
Tip: To add them directly to a specific stage, click the stage first, then accept the suggestion.
Quick add with AI smart suggestions
Streak’s AI scans your inbox and identifies contacts that may belong in your pipelines (for example, sales prospects, hiring candidates, fundraising contacts).
You’ll see these curated under Smart Suggestions when you click Quick add.
Simply click to confirm and Streak will create the box.
Method #2 - Create multiple boxes from emails in your inbox
You can create boxes in bulk by selecting emails in your inbox. If you don’t have pipelines yet, create one on the fly with a ready-to-use pipeline template.
Steps:
Select the checkbox for each email you want to add.
Click the orange plus button at the top of your inbox.
In the right-hand sidebar, choose an existing pipeline or create a new one.
Streak will:
Create a box for each external email address (not on your team, and outside your domain).
Add a Streak contact for each person.
Pull in their emails for your whole team.
Method #3 - Create a box from an email thread
Create new boxes from emails using the Streak sidebar.
When viewing an email, open the Streak sidebar by selecting the orange "+" icon at the top of the email thread.
Navigate to the right side panel.
Choose the pipeline you’d like to add the email thread to and create a new box or add it to an existing box.
Streak creates the box in that pipeline, and you can edit the name and details from the right side panel or box view.
Method #4 - Add rows in your pipeline
You can add boxes directly while viewing a pipeline.
Click the “+” button at the top right to add a new row.
Each row is a box.
Double-click a cell to enter or edit information.
Tip: Pipelines behave like spreadsheets, so you can quickly edit box details inline.
Method #5 - Import data from a spreadsheet
If you already have your data in a spreadsheet, use the Streak Importer tool.
Import directly from a Google Sheet, CSV, or Excel file.
Access the importer in the pipeline view:
Select the three vertical dots at the top right → Import.
Best Practices and Notes
Choose the right method:
Use Quick Add/AI suggestions for speed.
Use inbox/bulk methods for multiple contacts.
Use spreadsheet import for migrating or large datasets.
Keep boxes organized: Assign them to the correct pipeline stage as you add them.
Need help? If you run into issues, contact Streak Support by clicking the chat icon from the bottom right corner of your Home view dashboard.