Stop doing the work a General can do

Start here, your first 10 minutes

1

Connect your inbox

Open Connect and add your email (Gmail or Outlook, one app password). Your General will read what's new, flag what matters, and draft replies you approve. Each teammate connects their own.

2

Teach it your business

Drop your decks, pricing, contracts, and notes into the Vault. Your General reads them once and uses what it learns in everything it does for you.

3

Delegate something

Message it in plain English, "research these five accounts," "start outreach to ops leaders in logistics," "draft a one-pager." It plans it, does it, and the finished work lands in Completed work.

What your General can do

Delegate anything

Email, message, or call your General in plain English. No commands or syntax, just say what you want done and it figures out the rest.

"Pull together everything on Acme Corp before my call Thursday."

Research

Ask it to brief you on any person, company, or market. It searches the live web and returns a finished, sourced brief, not a chat reply.

"Who are the decision-makers at these five accounts, and what's their latest news?"

Outreach

Tell it who to go after. It finds the right contact, writes the warm opener, and runs the follow-up, inside the rules and approval setting you choose.

"Find 20 ops leaders at mid-market logistics firms and start conversations."

Your inbox

Once your email is connected, turn on inbox review and it checks new mail, tells you what needs you, and drafts the replies. Or just ask it on demand, even by phone.

"Run down my inbox and draft replies to anything that needs one."

Calls & meetings

Drop a Zoom, Meet, or Teams link and it joins, takes the notes, captures action items, and follows up. It can also call you and brief you by voice.

"Join my 2pm and turn it into action items."

Deliverables

Ask for drafts, briefs, one-pagers, reports, or social posts. It produces them on your brand and in your voice. Download as PDF or editable Word.

"Draft a one-pager for this prospect using our case studies."

Departments

Activate a department (Sales, Marketing, Success, Ops, and more) and it runs a recurring job for you on a schedule, producing real deliverables without prompting.

Activate Sales and it sources and drafts outreach every weekday.

Missions

Hand it a bigger goal and it staffs the work across departments and drives it until it's done, looping you in only when it needs a decision.

"Book 10 demos with founders at 10 to 50 person companies."

Set the rules

Add rules your General must always follow ("anything over $500 needs my approval," "always write in our brand voice"). It applies them to everything.

"Never contact anyone I haven't met without asking me first."

Common questions

Troubleshooting

If something isn't doing what you expected, it's almost always a quick setting. Here are the fixes for the things clients run into most, and you can always grab the team for anything else.

Talk to a human

Want a hand setting something up, or thinking through how to use your General? Grab time with the team, we're happy to help.

Schedule a call

Prefer email? hello@dfxintel.com

Send us a message

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