Operations
Quick links to the tools behind this dashboard.
Leads
Live from Baserow CRM.
| Business | Type | Search Query | Address | Phone | Website |
|---|
No matching businesses.
Existing Clients
Manually maintained list — matched against Leads by email.
| ID | Name |
|---|
Add Existing Client
For clients found in person, by referral, or already on your books.
Do-Not-Contact
Manually maintained list — matched against Leads by email, takes precedence over Existing Client. Also enforced during Fetch Leads.
| ID | Name | Reason |
|---|
Add Do-Not-Contact
For anyone who's asked not to be contacted, even if they're not a Lead yet. Blocks them here and in future Fetch Leads runs.
Fetch Leads (SerpAPI)
Google Maps search → email enrichment → imported into Leads automatically.
Step 1/2 — Fetch & enrich
Searching Google Maps, then scraping each business's own website for a contact email.
Step 2/2 — Process & save
Validating records, checking Do-Not-Contact & Existing Client lists, saving new leads to Baserow.
AI Email Overview
Each selected lead: AI researches the business (its own site + what we already know), drafts a personalized email, a second AI self-checks it, then it waits for your review. Nothing sends until a human approves it. Do-Not-Contact and already-Contacted leads are never eligible.
| Business | Website | Status |
|---|
No drafts waiting on review.
Drafted by
| Sent At (UTC) | Lead | Subject | Sent By | Draft / Check |
|---|
User Management
Create accounts, control which sections each person can access, and whether they see every lead or only what's assigned to them.
Create user
Existing users
| Role | Sections | Sees All Leads |
|---|
Activity Log
Every login, lead view, status change, assignment, fetch, and account change — including the superuser's own. Nothing is exempt.
| Timestamp (UTC) | Actor | Action | Target | Details | IP |
|---|
Settings
My Profile
AI & Email Configuration
API keys are stored server-side only and never sent back to the browser. Leave a key field blank to keep the existing saved key.