Step 1 · Intake

Create New Dossier

Turn a messy situation into a structured starting point with clear context, a primary goal, and actionable next steps.

Intake

Describe the situation clearly

Give the system enough context to build a focused starting dossier with the right goal, phase, and next actions.

Choose a category or type your situation

One line is enough. Examples: “Close Series A round” or “Stabilize churn in EU region.”

What is your goal?

Be specific about the outcome or decision you need in the next 2-4 weeks.

How urgent is this?

Who is involved?

Optional - list key teams, customers, or decision makers.

What is blocking you?

Optional - call out the risk, dependency, or unknown slowing you down.

What happens next

We generate a structured dossier, summarize the situation, and suggest the first actions to help you move forward with clarity.

Outcome

A calmer starting point

The preview helps you validate the structure before you enter the dossier workspace. It is designed to make the next move clearer, not overwhelm you with options.

Clear summary

A concise read on the situation and where to focus first.

Focused goal

A stable anchor for planning, sequencing, and task selection.

Practical first tasks

Early actions that reduce ambiguity and create forward momentum.