Brief
staleDecisions
Open a card for the full detail · ★ = what happens if you don't answerNo open decisions.
Today
Recommends
You answered
Chief of Staff:
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No unsent touches left in this sequence.
Later touches cancel themselves if the recipient replies, an address bounces, or the firm goes do-not-contact.
Case for
Case against
Recommendation
Source email
Deal
Task
Your answer
Sends your words to the Chief of Staff and keeps the card open (it won't auto-apply). If you pick a choice above instead, what you wrote goes with it as a note.
Upcoming
No upcoming meetings.
Tasks
Proposed
No open tasks — capture one or add a task.
Drop files to attach
Files
No files attached.
Select a task to see details.
Active campaigns
No active campaigns.
Select a campaign to see details.
Delete permanently?
Pipeline
Firms
Outreach
Engaged
Pre-NDA
NDA Req
Post-NDA
DD
Status
Active
Closed
Awaiting
Next Wave
Deprioritized
Stay Away / On Hold
Outreach
Firms emailed
Open rate
Reply rate
Firms clicked
Link clicks
Which firms clicked a tracked link — one row per firm, contact and link. Security-scanner hits (Defender, Proofpoint, Mimecast, multi-link bursts), Google's link checker and Bill's own clicks are filtered out.
No human clicks yet — scanner / self hits filtered.
| When | Who | Firm | Link | Class |
|---|---|---|---|---|
New
OutreachFirms with no reciprocal engagement yet
●
Sequence complete
Sent
Opened ×
Clicked ×
Apple ×
Scanned ×
Replied
Bounced
Next F/U
No sends yet
Contacts
Awaiting ApprovalNames sent to the client for approval — not yet contacted
Awaiting Approval
Contacts
No firms awaiting approval. Use “+ Add names” when you send a list to the client for sign-off.
Next WaveNewly added — enrich & draft before they enter the outreach wave
Next Wave
Contacts
Stay Away / On HoldRed = closed, the firm passed. Deprioritized = full outreach sequence, no engagement. The rest are conflicts, holds, or parked.
Contacts
Outreach draftsIn queue — click to review & send
Synthesis & next steps
People
Prior emails
No emails found for this organization.
Meetings
Activity
Files
No files attached. Add a deck, memo, or doc.
draft score
🔒 threads on original
→
Compliance
Clear.
warn
block
Do not send this pitch to them — discard, or clear the stay-away status above if it's outdated.
block
Remove the name (go blind) or mark the allocator whitelisted above.
block
Voice & style
✓ Voice review passed.
Why this draft
Select a draft from the queue — or breathe, it might be clear.
Pipeline value
Active deals
Drafts in queue
Follow-ups due
Sends tracked
Open rate
Companies
Contacts
Pipeline by stage
No active deals.
Outreach funnel
No outreach tracked.
Drafts by type
Every AI run in one place — sorted by what needs you.
updated
Tracking
An empty lane means nothing the Workbench tracks is in flight — not that nothing's happening. Dashed items aren't wired in yet.
Nothing in flight that the Workbench tracks right now.
Every backlog, grouped by how it drains. Counts are live.
updated
No queues reporting.
Deep captures that couldn't finish — fix the URL, retry, or skip. Each one blocks re-match for that firm.
Nothing to review — all captures are clean.
all-day
No events this week.
| When | Meeting | Who | ||
|---|---|---|---|---|
| rec join tent arch | ||||
No events in this range.
Outreach cleanup
Add missing campaigns for past raises and tag the historical email backlog (since 2025-01-01). Tagging a contact propagates to every email they exchanged.
Suggested campaigns
Opportunities and clients with no campaign yet — needed for tagging historical outreach to those raises.
No campaign gaps — every opportunity and active client has a campaign.
Untagged contacts
Contacts with email activity since 2025-01-01 not yet in any campaign. Tagging a contact upserts campaign_contacts + ensures the company is in campaign_targets so the outreach tracker picks it up.
No untagged contacts — backlog drained.
Tagged contacts with placeholder names
These contacts are already in campaign_contacts — they'll ship outreach under their current (junk) display name. Resolve via AI pass or click through to edit. Accepting a name updates contacts.name; no re-tagging needed.
Contact
Company
Emails
In campaigns
Name?
→
No recent email samples.
No tagged-placeholder contacts match search.
Tag contacts
Pick contacts in the list to tag.
All campaigns picked, or no matches.
Marks the selected contacts as members of a client's own team (not an allocator). Removes them from the outreach backlog.
Marks the selected contacts as general professional contacts — not tied to a specific raise.
Marks the selected contacts as reviewed and not relevant. They won't reappear in this list.
Structured knowledge
No matches. Try different terms.
No documents.
Select an artifact to preview its source document and where the match appears.
Extracted knowledge
Document
Preparing viewer…
· match highlighted
No stored content for this document.
Some sites (e.g. .gov) refuse to embed — use Open source ↗ if the frame is blank.
| Title | Lane | Status | Priority | Age | Client | Source | Actions |
|---|---|---|---|---|---|---|---|
| archived |
No tasks match.
No enrichments yet — submit a name, LinkedIn URL, or details above.
Researching — the dossier will appear here when it lands.
No email yet — enrichment will find one before you can draft.
Select a person to see their dossier.
Add to the ecosystem
A new firm or person, three ways in — each lands in Companies + Contacts and gets enriched, deep-captured, and matched to your lanes. Runs on plan usage, not metered.
Already in your CRM — . Open record
Screenshot queued — the reader creates the firm + people on your next intake drain (
/intake-extract), then they match into Match Review. added. Queued: . Open record — it lands in Match Review after your next sweep.
People (optional) — name + title is enough; we find the email
A firm's own domain → crawled + deep-captured. A LinkedIn profile → resolved via Clay (the page is never crawled — LinkedIn blocks bots).
Opportunity-first mode is next — this prototype starts with the allocator sweep.
Pick a firm — its snapshot, contacts, and best-fit opportunities load here.
do not contact
Snapshot — judge it yourself
Who's the right contact?
Loading contacts…
No contacts on file — "find the person" runs here (wired next).
Which opportunity? scoring…
needs whitelist
excluded
sponsor approval
materials not ready
contacted
No live opportunities scored for this firm.
Draft Bill's voice compliance
Draft for × generates here — routed to your Cowork session (plan-billed), wired next.
Pick a contact and an eligible opportunity to draft.
Contact
Fit
AUM
Site
Nothing to review — the proposer hasn't queued matches, or you've cleared them all.
⛏
reviewing
no email
no recipient
Loading the firm's people…
No people on file yet — use Find another to source one.
Sourced on your next Cowork find-contacts sweep (plan usage). Doesn't block approval.
Channel
No other campaigns / channels to add for this firm.
of open lanes
Combine selected matches into one general touch:
Set a recipient on each match above, then dispatch with Approve. Email isn't required to approve — Find another queues discovery for your Cowork sweep.
Why this match
The case against
Sent back — awaiting fix
Addressed:
⛏
Deep capture in progress — fit will be re-evaluated after the capture and re-match. Best to hold off actioning this firm.
Approve enrolls the firm + person for the sweep. Send back queues your comment to be addressed. Nothing drafts or sends here.
Combined match — approving sends one general touch covering the combined channels. Split back to pursue the specific deals separately.
Select a proposal to review.
No enrichments yet — submit a company name, website, or details above.
Upcoming meetings — pick one to generate a prep brief (folds in each attendee's research dossier).
Prep PDF
Open ↗No prep yet — the /call-prep skill (4am batch or Cowork) produces the full one-page PDF. Or generate a quick text brief below.
Select a meeting to prep.
This section is part of the unified workspace and is scheduled in the phased build. The skeleton, navigation, and design system are in place.
Morning standup