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Documentation Index

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

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Connecting Dex brings your relationship history, notes, tags, and reminders into your Dana meeting briefs. When you open a brief, Dana cites Dex alongside email, calendar, and LinkedIn — so you walk into every meeting with the full picture of who you’re meeting and what you’ve talked about before.
Dex is a personal integration. The connection is yours, not your workspace’s — your teammates won’t see your Dex data in their briefs.

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Before you start

You’ll need:
  • An active Dana account
  • An active Dex account [TODO: confirm — same email required?]
Dex and Dana are both built by Dana HQ. Connecting them is free and takes about a minute.

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Connect Dex to Dana

1

Open Dana settings

In Dana, click your profile and go to Settings → Integrations.
2

Find Dex under Personal integrations

Scroll to Personal integrations and click Dex.
3

Authorize Dana

You’ll be redirected to Dex to authorize the connection. Sign in if needed and click Allow.
4

You're done

You’ll be sent back to Dana. Dex will show as Connected in your integrations list.
[TODO: replace these steps with screenshots once eng walks you through the actual flow]

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What flows from Dex into your briefs

Once connected, Dana automatically pulls the following from Dex when generating briefs:
  • Relationship history — past interactions and timeline data for contacts
  • Notes — your contact notes show up as a source
  • Tags — how you’ve categorized the contact
  • Reminders — upcoming or recurring reminders for the contact
All Dex data appears as citations in your brief, so you can trace any insight back to its original Dex contact, note, or reminder.

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Tip: Tell Dana how to use your Dex data

If you want Dana to emphasize Dex relationship history in your briefs, add it to your custom instructions:
  1. Go to Settings → Pre-meeting
  2. Scroll to Custom instructions for all your meetings
  3. Add something like: “Always include the most recent Dex note and any active reminders for each contact at the top of the brief.”
  4. Hit Regenerate on any existing brief to test it
Future briefs will follow your preference automatically.

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Troubleshooting

Initial sync can take [TODO: confirm timing]. If it’s been longer, try disconnecting and reconnecting from Settings → Integrations.
Make sure you’re on the latest version of Dana. If Dex still isn’t there, contact support at [TODO: support email].

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Disconnecting Dex

To disconnect Dex from Dana:
  1. Go to Settings → Integrations
  2. Find Dex under Personal integrations and click Disconnect
  3. Confirm

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Questions?

Reach out at [TODO: support email] or check the Dex documentation.