Findings, ranked by Dynatrace fit
Contacts
Technology Stack
AI searches job postings, engineering blogs, and public signals to identify the tech stack at this account. Click any tool pill to edit, add confidence, or remove it.
Current Technology Environment
Business Context
Import a document or run research to populate business context.
Dynatrace Positioning
Positioning guidance will appear once business context is available.
Account Summary
Generates a comprehensive executive account summary from all contacts, findings, tech stack, and business context gathered for this account.
No summary generated yet
Click "Generate with AI" to create a comprehensive account summary from all gathered intelligence — contacts, findings, tech stack, and business context.
Tip: Import a document first to give the AI richer source material.
Analytics Dashboard
Research Health
AI Usage (all accounts)
Outreach Funnel
Top Challenge Categories
Top Contacts by Activity
Recent Research Runs
Opportunity Pipeline
Next Actions
Sent Log
| Sent | To | Contact | Subject | Method |
|---|
Settings
Values saved here are stored locally in data/store.json and take
priority over your .env file — no restart needed. Secret fields (API key, SMTP
password) are never sent back to the browser once saved; leave them blank to keep the current
value, or use "Clear" to remove it.
Anthropic API (research engine)
Outbound email (SMTP)
Optional — without this, "Send" opens a draft in your mail client instead.
Daily schedule
Microsoft 365 Integration
Connect your Microsoft 365 account to send email from Outlook, create calendar events from tasks, and attach files from OneDrive. Requires an Azure AD app registration with Mail.Send, Calendars.ReadWrite, and Files.ReadWrite permissions.
Dynatrace Monitoring
Sends OpenTelemetry traces from this server to Dynatrace. Changes require a server restart to take effect.
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