You know the drill. A spreadsheet with 50 company names in column A, and 14 empty columns you swore you'd fill in by Friday. You open the first company's website in one tab, their LinkedIn in another, a Crunchbase page in a third. You copy their headcount, paste it, hunt for their last funding round, paste that, squint at their pricing page to guess their tech stack. Twenty minutes per row. Fifty rows. Do the math and your "quick research task" just ate two full days — and half the data is stale by the time you finish the last row.

B2B sales reps spend a large slice of their week on exactly this kind of manual account research instead of actually talking to prospects. The painful part isn't that the work is hard. It's that it's mechanical, repetitive, and you're the one doing it by hand.

You don't build the board. You describe it.

Here's the shift. You no longer sit down to construct a market-intelligence tracker — deciding on columns, formatting headers, wiring up formulas, then manually researching every cell. You describe what you want, and Dotallio assembles the whole thing: the board, the right columns, sample rows, and the views to read it. Then it does the research for you, row by row, and writes the answers into the cells.

The board it builds isn't a static export. It's a living artifact. Every column the AI fills is editable. Every research pass is something you can re-run. And everything Dotallio produces along the way — the board, a competitor brief, a one-pager, a chart — is versioned, so you can refine it, roll it back, and share it with your team.

A real session in Dotallio

Let's actually do the afternoon. Open a chat and start with the structure.

Create a competitive intelligence board for B2B SaaS companies. I want columns for company name, website, industry, employee count, HQ location, last funding round and amount, tech stack, ideal-customer fit (1-5), and a notes field. Add a board view grouped by industry.

Dotallio builds the board with those exact columns — picking sensible types automatically (number for employee count, currency for funding amount, a 1-5 rating for fit, single-select for industry) and sets up the grouped view. No manual column setup. You're looking at an empty, correctly-shaped intelligence board in seconds.

Now feed it your targets. You don't have to type them one by one — paste your messy list, or drop a file.

Here are 50 companies I'm targeting. [pastes a list, or attaches a CSV] Add them as rows and match them to the right columns.

It imports the rows and aligns your data to the columns it created. If your list was just names, that's fine — the rest is about to get filled in automatically.

Here's where the manual grind disappears. Point an AI column at the web.

For every row, research the company online and fill in employee count, HQ location, their most recent funding round and amount, and the main tools in their tech stack. Use their real website and recent public sources.

This kicks off a Smart Workflow: Dotallio runs live web research per company, pulls current public information, and writes it into the cells in bulk — all 50 rows, the whole column at once. You watch the board populate instead of populating it yourself.

Then go past raw data into judgment.

Add a column called "Why they're a fit" and, using each company's profile, write a two-sentence rationale for why they match a sales-automation product priced for mid-market teams. Also score ideal-customer fit 1-5 in the fit column.

Now every row has a tailored take, not a generic blurb — because the AI is reasoning over the enriched data already in that row, company by company.

Keeping the intelligence alive

A list of 50 companies is only useful if it stays current and you can act on it. This is where the chat-first board pulls ahead of a one-time research dump.

Enrichment is repeatable, not a one-shot. New companies land in your pipeline next week? Add the rows and ask Dotallio to enrich just the blanks. Same prompt, same columns, fresh data. The workflow you described once becomes the workflow you re-run forever.

Triggers do the routing. You can fire a Smart Workflow on demand, from a button on the board, when a board event happens (a new company gets added, a fit score crosses 4), or from an incoming webhook when your CRM hands off a lead. So enriching a new target can happen the moment it enters the board, not the next time you remember to look.

Formulas keep the math honest. Use Google Sheets syntax right in the board — IF({Fit Score}>=4, "Priority", "Watch") to auto-tag your A-list, or COUNTIF across the table to see how many priority accounts you've got per industry. The AI fills the research; formulas turn it into a decision.

Artifacts capture the thinking. Ask the chat to spin up deliverables off the same data:

From the 10 highest-fit companies, write me a one-page competitive brief grouped by industry, and make a pie chart of how my targets break down by funding stage.

You get an editable doc brief and a chart as their own versioned artifacts. Edit a paragraph, roll back a draft, or set the brief to a public link to share with a partner — without touching the underlying board.

@-mention pulls in context. Drafting outreach in a doc and want the data at hand? @-mention the intelligence board to pull its context into the conversation, so the AI writes from your real target list instead of guessing.

What this looks like on a Tuesday

A business-development lead at a mid-market software company gets handed a vague mandate: find us 50 expansion-stage SaaS accounts worth a partnership conversation, by end of week.

The old version of this week is two days of tabs and copy-paste, then a third day turning the spreadsheet into something presentable. The chat-first version: she describes the board in one message, pastes a rough list of names she'd been collecting, and runs one enrichment prompt over the web. By lunch the board is full — headcounts, funding, tech stacks, and a fit score on every row. She formats IF a priority tag, asks for a one-page brief on the top ten, and walks into the afternoon's strategy meeting with a real artifact instead of an apology about needing more time. The three partnership opportunities buried in the list — the ones manual research always misses because you run out of patience around row 30 — surface because the AI never gets tired around row 30.

Why this is better

• You describe, Dotallio builds. The board, columns, views, and sample data come from one sentence — no manual setup.
• Web research fills the cells. Live, AI-driven enrichment writes current public data into whole columns in bulk, all 50 rows at once.
• It reasons, not just retrieves. Fit scores and per-company rationales come from the AI reading the enriched profile, not a generic template.
• It stays alive. Re-run enrichment on new rows, trigger workflows on board events or webhooks, and let formulas auto-tag your priorities.
• Everything is a versioned artifact. Boards, briefs, and charts are editable, roll-back-able, and shareable by private/workspace/public link.
• One afternoon, not one week. The mechanical part is gone, so your time goes to deciding and reaching out.

Start your first board

Stop pricing your research in days. Open a chat, describe the intelligence board you wish you had, paste in your messy list of targets, and let Dotallio enrich it while you plan your outreach. The whole thing — board, data, brief, chart — stays yours to edit and reuse.

Try Dotallio Free and build your market-intelligence board this afternoon.