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Documentation Index

Fetch the complete documentation index at: https://docs.danahq.com/llms.txt

Use this file to discover all available pages before exploring further.

You can tell Dana exactly how you want your briefs written. Prefer shorter summaries? Want to always highlight deal stage or funding info? Need briefs in a specific format for your workflow? Set it once and every brief follows your rules.

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Setting custom instructions

1

Open settings

Go to Settings → Pre-meeting.
2

Add your instructions

Scroll to Custom instructions for all your meetings and type in your preferences.
3

Test on an existing brief

Hit Regenerate on any existing brief to see the change instantly.
4

Done

Every future brief will follow your preferences automatically.

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Examples of useful instructions

For format and length:
  • “Keep briefs under 200 words.”
  • “Use bullet points instead of paragraphs.”
  • “Start every brief with a one-sentence TL;DR.”
For sales and BD workflows:
  • “Always highlight the company’s funding stage and most recent funding round.”
  • “Surface the deal stage and last touchpoint at the top.”
  • “Include any open objections or concerns from past calls.”
For relationship-driven workflows:
  • “Lead with the most recent email exchange with this contact.”
  • “Always include the most recent Dex note and any active reminders.”
  • “Highlight personal details — kids, hobbies, recent life events — if mentioned in past notes.”

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Tip: combine with integrations

Custom instructions work even better when paired with personal integrations. If you’ve connected Dex, Slack, or Notion, tell Dana which sources to prioritize:
“Prioritize Notion prep docs and Dex notes over generic LinkedIn data.”