1. Prepare the source
Collect the raw text you already have — receipts, notes, messages — with dates and amounts. Remove private details you do not need to share.
Rolodex · free workflow
Enter a target role and company and get 3 messages that use a specific detail from the company's recent work.
requires one specific company detail per message so the outreach is about their work, not the reader's ask The result is a small object you can inspect: it carries a count, a context row, and a next action instead of asking you to trust a paragraph.
Collect the raw text you already have — receipts, notes, messages — with dates and amounts. Remove private details you do not need to share.
Prompt the free tool to return only JSON with this shape: {"heading":"...","metric":"...","rows":[{"label":"...","detail":"...","value":"..."}],"next":"..."}. Require it to say "not found" when data is missing.
Paste the same lines into the board below. The companion runs locally and shows a designed result without calling an API.
Prompt shape for external tool: return only JSON in this form — {"heading":"...","metric":"...","rows":[{"label":"...","detail":"...","value":"..."}],"next":"...","quote":"..."}. The board below uses the same visible result shape locally and makes no AI request.
Load a sample, replace it with your own notes, and inspect the generated object. Sample values are illustrative, not verified facts.
Loading the sample object…
Require one row per source line and check the count before trusting the total. If the count is short, add the missing line.
Keep the evidence phrase and source-grounding request. "Not found" is a useful result that prevents invention.
Treat it as a routing signal for the next seven days, not a prediction. Mark two rows you could not answer and review those sections.
The free board is complete on purpose. The companion app adds a tangible file, history, or handoff only after the result is useful: Exportable message set with 3 messages; estimate: 3 messages x ~4 minutes of personalization = ~12 minutes avoided
open the Rolodex companion