Lead Intel/Daily decision desk

Today

Demo data

Automation architecture

Daily opportunity engine

Select any step to inspect its rules, test the output or save a configuration draft.

Workflow canvasPublished configuration · Version 1
HealthyReviewPlannedDraft
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Change control

Published versions

Every active rule change is recorded.

Editable operating context

Control centre

One workspace, reusable profiles. Changing the active market updates the research request, languages, decision-maker titles, AI context and outreach rules without rebuilding the workflow.
Configuration overviewOpen only the area you want to edit.
Market profilesRegions, languages and decision-maker titles

Choose Latvia, Estonia, Lithuania, the Baltics, or create another market.

Business profileCompany context and reference material

Give the research agent enough context to recognise relevant opportunities and recommend the right offer.

Business reference PDF

Attach a brochure, company profile, service catalogue or sales playbook (PDF, up to 15 MB).

Stored only in this browser. Research receives the filename, metadata and your notes; automatic PDF text extraction will be added with the secure backend.

OffersProducts and services used for opportunity fit

The AI scores every signal against active offers.

Signal libraryEditable buying signals and scoring weights

Initial patterns are editable; add sector or country-specific buying signals at any time.

Outreach playbooksScripts linked to offers, signals and channels

Attach a predefined script to an offer, signal, role, channel and language. Choose draft, review or automatic delivery per playbook; automatic delivery still requires every safety check.

Daily decision desk

Turn evidence into the next best action.

Review only the companies that deserve attention. Every recommendation keeps its evidence, contact status and controlled outreach route visible.

Secure workspaceLoading today’s decision queue…

Prioritized work queue

What needs your decision

Verified business emailAutomatic only when every safety gate passes

Evidence stream

Market signals

Signal rulesLoading rules…
SignalCompanyTypeDateConfidenceStatus

AI Writing

Generate customer scripts

English master is mandatory. Use the assistant to create three local draft options, then approve one English master. Add a local-language version and mark it primary when the market requires it.

Options

Choose the customer context first

Connected to AI Writing

Select the contact, product and message settings here. The Library below uses this exact briefing to draft usable variants.

Library

Activate source notes for this message

Local sources

Upload PDF references into one of the four source categories, tick the sources you want to use, then generate three local draft examples before spending any AI credits in Make.

Opportunity memory

Company dossiers

Practical opportunity pipeline

Lead CRM

Saved in this workspace
Research becomes action. Move companies through the pipeline, keep next steps visible, and open the full dossier or outreach draft from each card.

Business contacts

Verified email list

Research ≠ campaign eligible. Apollo searches work email by default. Personal email requires a separate owner-approved exception, a documented lawful basis, and an exact person/company/role match; it never becomes campaign-eligible automatically. Phone lookup stays off unless explicitly requested.
ContactCompanyRoleBest emailVerificationList state

Controlled delivery

Outreach queue

Decision log

Outreach audit

Local record

Monitoring network

Source health

Ready connectors with no findings0 hidden

Automation audit

Daily runs

RunStartedFindingsQualifiedSavedEmailedErrorsStatus

Operating rules

Research settings

Workspace profile

Choose a market here. Edit exact countries, languages and source rules in the Control centre.

Daily delivery

Qualification

Language & scripts

AI uses this policy to choose the language route. Approved message copy lives in the Scripts workspace; routing rules stay in Control centre → Outreach playbooks.

Outreach automation

Scheduling & meetings

Meeting format30 min · Zoom
Booking → CRM webhookNot connected

Connection status

Google SheetsConfigured
Make automationEndpoint needed
Firecrawl searchMake credential
OpenAI analysisMake credential
Apollo enrichmentSecure key needed
Calendly eventConfigured
Zoom in CalendlyConfigured
Email senderNot connected

Integrations & setup cockpit

Every outside app used by the workflow, with safe login links and what needs to be configured. No secret values are stored in this public app.

Setup review

Credential checklist for rebuilds

Copy the names and recreate them for a new client workspace. Store real keys only in Make, Cloudflare Worker secrets or another private backend.

Operational reminders

Warnings for credits, integrations and automation health before a run silently fails.

0 alerts

Secure backend access

Owner authentication protects the persistent workspace and audit log. Credentials never enter the public application bundle.

Signed out

Protected runtime endpoints

The Make execution URL stays in this browser. When signed in, the app sends it only to the authenticated backend, which validates the host, blocks duplicate or over-budget runs, and never exposes provider keys.

Data portability

Use a JSON export from Make, Sheets or this app. Imported data stays in this browser until a private backend is connected.