OwlyVision Docs

Core workflows

How the product is meant to be used day to day.

OwlyVision works best when the team treats it as one connected prospect-intelligence workflow instead of a set of separate features.

Brief generation

Every workflow starts from a company URL. The output is meant to be a structured brief with clear sections and a readable point of view.

  • The first priority is signal quality, not decorative metrics.
  • If the source site is thin, the brief should say so directly.
  • If the source site is strong, the brief should reveal where the pitch can still open a gap.

Watchlist and refresh

The watchlist is for companies that stay strategically relevant after the first read.

  • Use watchlist entries to keep a rolling view of active prospects or competitors.
  • Sync when you want live refreshes, not constantly by default.
  • Do not put every low-signal one-off URL onto the watchlist.

PDF export

PDF export exists for workflows that still end in decks, email threads, or meeting packs.

Use PDF when

  • The brief needs to circulate outside the app.
  • The team wants a fixed artifact for a live meeting.
  • The recipient should not receive an expiring link.

Pipeline, outreach, and prospect notes

OwlyVision carries lightweight operating state alongside the brief so the next step is visible where the strategic context already lives.

  • Pipeline: stage, probability, and short value context.
  • Outreach draft: subject and body for the next message.
  • Prospect record: who to contact, how, and when to follow up.

This is intentionally light. If the workflow becomes CRM-heavy, OwlyVision should still remain the intelligence layer rather than trying to become the whole sales stack.