Event & Batch Context
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Context is saved in your browser and persists until you change it. Set this once at the start of each trade show follow-up session. Lead-specific notes always take priority over batch context.
Single Lead
Prep Spreadsheet
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Upload any trade show lead spreadsheet (.xlsx). The tool will scan for headers (even if not on row 1), auto-detect columns, merge duplicate contacts, and send the clean lead list to Batch Generate.
Click to upload spreadsheet
.xlsx or .xls — drag & drop also works
Batch Generate
No leads loaded
Go to Prep Spreadsheet to upload a lead list, or add leads manually via Single Lead.
Transcripts
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Upload a combined .docx transcript file. The tool splits on
Transcript_ markers and extracts each conversation. Transcripts are truncated to ~12,000 characters before sending to the API.
Click to upload combined transcripts .docx
Splits automatically on Transcript_ headers
Asset Index 29 assets
All assets available for email attachments and links. The two DEFAULT assets are included in every email automatically.