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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.
Custom Briefs

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Setting custom instructions

1

Open settings

Go to Settings → Brief Settings.
2

Add your instructions

Scroll to Custom Instructions and type in your preferences (up to 2,000 characters). Changes are saved automatically.
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 connected sources. 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.”
As you connect more integrations, your custom instructions will automatically apply to those new sources too.