COVERAGE
Markets and financial news
The sources and reporting workflow are not connected to this workspace yet.
JMAI · WORKSPACE
Overview
Not connected
Daily Brief
Market updates and the financial news you want to keep in view.
Open Daily Brief
In development
CRM
Contacts, prospects, follow-ups, and reviewed drafts.
Open CRM
Read only
Email Intake
Read messages and download attachments collected in the intake inbox.
Open Email Intake
PLATFORM
Workspace service
API not configured
The service hostname has not been connected yet.
PROJECT 01 · DAILY OPERATIONS
Daily Brief
Market updates and financial news, collected in one place.
Not connectedLATEST BRIEF
No brief available
A brief will appear here once the workflow is connected.
PROJECT 02 · RELATIONSHIPS
CRM
Review LinkedIn prospects and message drafts. Nothing is sent from this workspace.
Open CRM to load settings and prospects.
Manual pull usage
A manual pull of up to 50 profiles may incur Apify and OpenAI usage. Profile details are sent to those providers for assessment and drafting.
Search and message settings are saved to the workspace API. Provider credentials are managed on the server.
PROJECT 03 · INTAKE
Email Intake
Read messages already collected from the dedicated inbox and download their attachments.
Select a message to read it.