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How to use enrichment pre-filtering

This guide explains pre-filtering on an enrichment in Aragorn AI—limiting which records from a supplementary project are used during a lookup.

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Written by Tyrone Marhguy

What is pre-filtering?

When you enrich a main project from a supplementary project, pre-filtering excludes certain supplementary records before values are joined in.

Without pre-filtering, every match from the supplementary dataset may be considered. With pre-filtering, only records that meet your conditions are used.

Examples:

  • Only enrich using managers located in the U.S. (country is U.S.).

  • Only use active employees (is_terminated is false).

  • Skip terminated managers when pulling manager name fields.

When to use pre-filtering

  • The supplementary project is large but you only need a subset for lookup.

  • You want to avoid attaching data from inactive or irrelevant related records.

  • You need stricter control than the main project filter provides.

Configure pre-filtering

  1. Log in to your Aragorn AI account.

  2. Open the integration-bound project with an enrichment step.

  3. Create or edit an enrichment (linking column + supplementary project). See How to configure an enrichment source.

  4. In the enrichment setup, open pre-filtering (or equivalent advanced options).

  5. Add conditions—for example:

    • country is U.S.

    • is_terminated is false

  6. Preview matches to confirm the filter behaves as expected.

  7. Save the enrichment, complete mapping, and reprocess the main project.

Screenshot: Enrichment configuration with pre-filtering section expanded and example conditions applied.

Screenshot: Preview showing fewer matched records after pre-filter is applied.

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