Optional packs

Features you can ignore until you need them.

Job search pipeline

Job profiles and Job workflows run a discovery → score → tailor → apply path on Kanban. Set a profile and resume context first. This is separate from the visual Workflows builder.

Business Discovery and social research

Business Discovery finds local businesses (places search), researches public web/social, optionally tracks, then Act (CRM handoff). Social Researcher supports indexed social search. You may need API keys for maps or social in API Keys (only fill what you use).

Act with handoff creates Kanban work for CRM Maker — do not duplicate leads blindly.

IBKR monthly trading

If your company uses the paper/live trading pack: Connectors download a local bridge, workflows W1–W5 cover plan vs execute, and IBKR Summary shows portfolio and day plans. Clear data resets transactional rows and keeps budget variables. W1/W3/W5 run in the cloud on a schedule (cron is the server timezone); W2 and the bridge run on your laptop at US open / through the session. W1 picks new buys from the market screener (default 25 names, with PE/SMA/momentum on all of them). An optional W1 allowlist can narrow that list — it is not the legacy paper Maker/Checker workflow. After about a month, use IBKR Summary plus the weekly review to judge P&L and trades.

Treat live trading as high risk. Use Maker/Checker and budgets. This guide does not document brokerage credentials or server layout.

Video and content creator

See Content and media.