How To Use dotflo

Upload CSV with prospects. The format needs to have a name and a company to perform research.
Configure your list.
Click the three dots next to the column name.
Click “Add Column To The Right” and choose the research of desire.
Go to the new column and click the three dots to configure or run research on the column.

A. Custom Search: Allows you to search anything on the web.

Go to the new Column, hit the three dots, choose configure, and type in your question.
Use a forward slash (/) to reference your column names as you search.
Configure example: “What were recent news about the /company?
Hit run.

B. Company Profile: Provides a summary of what the company does.

C. LinkedIn Profile: We find the LinkedIn URL of the prospect.

D. Person Profile: We compile available public information about the prospect into a profile.

Extract text.
1. Hit the three dots, choose configure, and type in your question.
2. Reference a column that you have preformed research on in the past. In this case, I researched “Who is the CEO?” From the information found, I now want to extract only their name from the research.
3. Ask your question and reference the researched column and hit “Extract Only” in the bottom right corner.

Video of complete walk through Steps 1-6