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Upload research, paste an article, or drop in a URL to get started.
The Themes view requires a one-time ontology migration that organizes your intel into typed entities (Themes, Initiatives, Persons, Vendors) with provenance.
A daily brief surfaces urgent items, today's highest-leverage play, and a testable hypothesis — read it in 5 minutes before you start your day.
This cannot be undone.
Drop in screenshots, CSVs, Excel files, Word docs, or PDFs. Claude will read them and extract every person it finds — name, title, company, email, LinkedIn — and let you review before adding to the CRM.
Cadence = how many days between touches before a follow-up is recommended.
Claude found people in the research but isn't 100% confident they should be added as contacts. Review and pick which to add.
Upload files, paste text, or drop in a URL. Claude will read it all and synthesize new intelligence for this account.