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#gtm-sales-briefings
Dossier Active
AM
Alex Miller7:45 AM

@Dossier brief me on Acme Corp before my 10 AM demo with their VP of Sales. Any buying signals this week?

D
DossierAPP7:45 AM
Account Briefing: Acme Corp
3 Buying Signals Found
•New Leadership: David Vance hired as VP Sales 4 weeks ago (ex-Segment, expanded team by 12 AEs).
•Pain Point Flagged: Posted on LinkedIn yesterday discussing CRM data freshness issues and rep research burnout.
•Warm Intro Path: Sarah Lin in your engineering team worked with David at Segment (2021-2023).
Drafted Opener (Reviewed against your CRM history)

“David — saw your note on rep research time vs selling hours. Sarah Lin on our team mentioned you built out Segment's SDR playbook in '22. We automated that exact pre-call briefing workflow inside Slack...”

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One day with Dossier.

It runs in your tools around the clock. You hear from it when there is something to act on.

7:45 AM

Briefed before you open a tab.

Today's calls, who you are meeting, what changed since you last spoke, and the news that matters, waiting in Slack.

Daily GTM Intelligence Digest
Delivered to #gtm-daily at 7:45 AM
3 Meetings Today
10:00 AM — Ramp (VP Finance & Ops)Zoom

Meeting with Marcus Ray. News: Announced new corporate treasury product 2 days ago. Attio shows prior pilot request stalled due to lack of Slack integration.

Briefing ReadyHigh Intent
2:30 PM — Brex (Dir. Revenue Enablement)Google Meet

Follow-up call. Granola transcript notes they loved the warm-intro feature; requested security tier verification.

Pattern Detected
Automate recurring manual step
Suggestion

“I noticed you manually research and enrich every new attendee registered for your upcoming webinar via LinkedIn before emailing them. Would you like me to automate this?”

Enrich role, company size, and previous vendor tech
Only accesses connected Hubspot and LinkedIn tools
Asks for approval before any outreach triggers
While you work

It notices what repeats and offers to take it.

Dossier learns how you like things done and spots work that should run itself. It asks before it automates anything, and it only sees the tools you connect.

After the call

Finished work, ready to approve.

Follow-up email drafted, CRM fields filled, next step written. Nothing goes out until you say so.

Call Summary & Next Actions
Ready for approval — Nothing sent yet
Waiting for You
Drafted Follow-Up Email (Gmail)

“Hi Marcus — great speaking today. As discussed, I've attached our CASA Tier 2 security whitepaper and included answers to the custom MCP question your team had. Next step: technical review on Thursday...”

HubSpot Fields Prepared
Stage: Evaluation
Deal Amount: $36,000 / yr
Next Step: Security Call
Close Date: Oct 15, 2026
You remain in full control.

“I've already recommended Dossier to four other teams. It's that powerful.”

DO
Dan Oakes
Startup Sales Consulting

It reaches across your tools and hard-to-reach corners of the web.

Your context (Internal)OAuth & Vault Secured
HubSpot
Attio
Notion
Linear
GitHub
Google Sheets
Granola
Monday.com
Gmail
Hunter.io
Google Calendar
Any MCP or API
Dossier Core
External context (The Web)Always-on Crawling
Company sites
Careers pages
LinkedIn
Google Maps
Job boards
Filings & reviews
Social platforms
Local listings

Start with agents other teams are using.

Pick a starting point. Dossier runs it and learns how your team likes things done. If you sell for a living, start with the AI sales assistant; if you run the systems behind the team, see Dossier for GTM Ops.

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Dossier gives you the best available intelligence while you keep full ownership and portability of your processes, learned recipes, and agent behaviors.

Portable by design

Your automations, preferences, exceptions, and institutional recipes live in Dossier. Export them. Version them. Take them with you when you switch models or add new ones. No rebuilds.

recipe_manifest.json
{
  "agent": "outreach-custom-listener",
  "triggers": ["role_change", "funding_announcement"],
  "rules": {
    "filter_icp": "VP Sales OR Head of GTM",
    "require_crm_dedupe": true,
    "slack_channel": "#gtm-sales-briefings"
  },
  "model_routing": "claude-3-5-sonnet-latest",
  "portable": true
}

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