warningCredential readiness
Search/discovery provider credentials are not configured; public dossier/manual source runs remain available.
Open Settings > Credentials.
TODO: Replace internal secret controls with real admin authentication before exposing this area beyond local/internal operators.
blockedOperator continuity
Monitor tasks, runtime graph, and ops health.
Runtimewarning
Companies11
Contacts14
Drafts9
Gmail2
Allowlist2
Blocked sends0
unknownSending readiness
Verify manual approval before live send.
Review drafts, confirm allowlisted recipients, then approve one pilot send.
blockedRuntime readiness
50 failed task(s) need review.
Monitor tasks, runtime graph, and ops health.
blockedInvestor motion readiness
Create or adapt a sales motion with an investor/fundraising goal.
Add investor notes to knowledge and create an investor motion when ready.
Sales stack
Internal department assembly: use proven open-source/free tools as scaffolding now, then rewrite strategic layers after the sales loop proves what the product really needs.
Stack posture
internal sales department
Optimize for speed and learning before clean-room product rewrite.
Configured modules
0
Ready from tenant credential or env fallback.
Missing modules
6
Not blockers for every run, but useful for the full department.
Assembly principle
Now
Build our own sales department quickly using existing tools as scaffolding: CRM, workflow automation, analytics, LLM tracing, scheduling, Gmail, and the current autonomous sales loop.
Later
Rewrite the strategic pieces once SiteVault and Fixly prove the real account model, autonomy defaults, reply workflows, and founder-friendly UX.
CRM workbench
not enabled
Twenty is the internal CRM workbench for accounts, contacts, and opportunities while the normal user flow stays focused on setup, launch, and results.
This does not expose CRM complexity to the simple launch flow. It only gives admins a structured operating surface behind the scenes.
Connections0
Twenty connections in the platform registry.
User-facing UXsimple
Company, product, connections, launch, results.
CRM workbench
not connected
Companies, contacts, opportunities, and pipeline state.
use nowTemporary use
Twenty can act as the operating CRM while our own relationship core proves what fields and workflows matter.
rewrite laterProduct path
Replace with native account/contact/opportunity objects once the SiteVault/Fixly loop shows the real data model.
Twenty CRMmissing
Missing: baseUrl, apiKey
Glue automation
not connected
Non-core connectors, back-office steps, and temporary handoffs.
use nowTemporary use
n8n or Activepieces can bridge services without blocking the core sales loop.
rewrite laterProduct path
Move proven automations into first-party runtime nodes and task executors.
n8n workflow automationmissing
Missing: baseUrl, apiKey
Activepieces automationmissing
Missing: baseUrl, apiKey
Product analytics
not connected
Usage events, launch funnel, operator behavior, and product validation.
use nowTemporary use
PostHog can track how our own sales team uses the system before we sell it.
rewrite laterProduct path
Keep or embed depending on cost, privacy, and SaaS packaging needs.
PostHog analyticsmissing
Missing: host, projectApiKey
AI observability
not connected
LLM traces, prompt versions, evaluations, and quality debugging.
use nowTemporary use
Langfuse gives visibility into outreach, scoring, reply handling, and follow-up generation.
rewrite laterProduct path
Keep as managed observability or replace with native traces if it becomes strategic.
Langfuse LLM observabilitymissing
Missing: baseUrl, publicKey, secretKey
Scheduling
not connected
Demo, presentation, and qualification meeting booking.
use nowTemporary use
Cal.com can handle booking links while we validate the meeting loop.
rewrite laterProduct path
Keep as integration or build native scheduling only when conversion flow demands it.
Cal.com schedulingmissing
Missing: baseUrl, apiKey
First internal department sequence
- Keep Gmail and the autonomous sales loop as the execution core.
- Attach Twenty as the CRM workbench for account/contact/opportunity truth.
- Add Langfuse for AI traces before scaling prompt changes.
- Add PostHog for operator/product behavior in the simple launch flow.
- Use n8n or Activepieces only for non-core connector glue.
- Use Cal.com links for meetings until native scheduling proves necessary.