From first login to a reviewed company
12 steps, about 65 minutes. Work at your own pace. Each one leaves something real in your account.
Before you begin
You need an Avyn account and the integrations required by your workspace. Some steps require administrator rights or an enabled capability, and each step says so before you begin.
Setup2 steps · 9 min
Connect the channels and preferences that make the rest of the workflow useful.
1Connect your mailbox and channelsConnect the accounts Avyn needs for relationship context, replies and sending.5 min
Settings › Account › Integrations
What you will do
- Open Integrations and review the accounts available to your workspace.
- Connect your work mailbox and any outreach channel you intend to use.
- Check the connection status and read any scope or permission notice before you continue.
You will know it worked when
The Integrations page shows the accounts you connected and no action is required to restore them.
2Set your outreach preferencesGive drafts a useful starting point without giving up the final review.4 min
Settings › Account › Outreach
Before you start. Connect the channel you expect to use first.
What you will do
- Review your writing style, length and sign-off preferences.
- Save wording that sounds like you and remove instructions you would not use.
- Plan to read every generated draft in its company and recipient context.
You will know it worked when
Your outreach preferences are saved and a future draft can use them as guidance.
Foundation6 steps · 34 min
Run the core loop from a clear brief to an evidence-backed decision and outreach.
3Describe the companies you wantStart with the brief you would give to an analyst, not a list of disconnected filters.5 min
Discover › Search
What you will do
- Describe the market, customer or problem that defines the search.
- Add the geography, stage, funding or size constraint that truly changes the answer.
- Add one or two example companies when they help distinguish what you mean.
You will know it worked when
Discovery has enough context to prepare a search plan or asks you a focused follow-up question.
4Check the search planThe plan is the contract for the run, so correct it before spending time or allowance.6 min
Discover › Search
Before you start. Finish the Discovery conversation until the request is ready to run.
What you will do
- Read the inclusion criteria and any exclusions or relationship rules.
- Confirm the Primary thesis, any independent Comparison theses and the destination Sublist.
- Edit the relevant section if the plan changes the meaning of your original brief.
You will know it worked when
The plan describes the right target, Primary assessment, comparisons and destination in terms another teammate could understand.
5Choose the effort and runMatch the depth of work to the decision and check the expected allowance first.3 min
Discover › Search
Before you start. The search plan is correct.
What you will do
- If Search effort is available, compare Standard, Deep and Research.
- Read the estimate shown for the selected effort.
- Run the search and leave the page if you need to; the work continues in the background.
You will know it worked when
The run appears with a visible status, the reviewed request and its destination.
6Review the result in its SublistKeep the result tied to the brief that produced it, then inspect the strongest candidates.6 min
Companies › Sublists
Before you start. Wait for the Discovery run to return reviewable results.
What you will do
- Open the completed run and follow its destination Sublist.
- Scan the companies and open one record with a strong score.
- Check the selected thesis, the evidence and the List context before changing anything.
You will know it worked when
You can explain why the company appeared and which Sublist and List hold it.
7Make the decision in TriageUse the evidence to settle the rank before moving into outreach.7 min
Triage
Before you start. Your workspace must have access to Triage and a selection with work to review.
What you will do
- Choose New to review for first decisions or All priorities for the wider queue.
- Open a company beside the queue and read the score evidence, people and activity.
- Confirm the suggested rank or correct it and explain the reason.
You will know it worked when
The company has a reviewed rank and the decision is recorded with its context.
8Reach out in contextChoose the person and route before you judge the draft.7 min
Triage › Reach out
Before you start. Settle the company rank and connect the channel you want to use.
What you will do
- Review the suggested people, roles, prior messages and relationship context.
- Choose the recipient and an available email, LinkedIn or warm introduction route.
- Check and edit the draft, then send, submit for approval or copy it for manual use as your workspace allows. If Sequences is enabled, use Add to sequence for planned follow-up after checking its steps and recipient rules.
You will know it worked when
The final action and message history remain attached to the company and person you reviewed.
Going deeper4 steps · 22 min
Use these controls after the basic loop is familiar, or when your role includes workspace administration.
9Correct one scoring dimensionPrecise feedback is more useful than changing the headline without saying what was wrong.5 min
Company › Scores
Before you start. Choose a company you understand well enough to judge the evidence.
What you will do
- Choose the relevant thesis and open its score breakdown.
- Find the dimension whose evidence or conclusion is wrong.
- Use Disagree, choose whether the score should be much lower, lower, higher or much higher, and explain the missing or mistaken reasoning.
You will know it worked when
Your correction is attached to the exact company, thesis and dimension you reviewed.
10Use Lists and Sublists deliberatelySeparate the workflow from the focused group of companies you are reviewing.5 min
Companies › Lists
What you will do
- Open the List that owns the workflow and review its Stages and owners.
- Open a Sublist inside it and identify the narrower group that Sublist represents.
- Before changing a Stage or owner, confirm which List is selected.
You will know it worked when
You can distinguish the shared List workflow from the Sublist grouping and avoid editing the wrong List context.
11Repeat a proven searchAutomate a reviewed brief only after its criteria and destination have proved useful.5 min
Discover › Recurring searches
Before you start. Recurring searches must be enabled, and the brief should already have produced a useful result.
What you will do
- Open the reviewed search and choose the recurring option when it is available.
- Set the schedule, maximum number of new companies and destination Sublist.
- Review its status and any metered research step, then use manual run, pause, resume and run history deliberately.
You will know it worked when
The recurring search is Active or deliberately Paused, with a clear destination and a run history you can audit.
12Verify CRM behaviourTreat the Integrations page, not assumptions, as the authority for sync and writeback.7 min
Settings › Organisation › Integrations
Before you start. Administrator rights and a CRM connection available to your workspace.
What you will do
- Select the CRM your workspace uses, open its management page and read which records and fields sync into Avyn.
- Review the List, Stage, owner and field mappings relevant to your team.
- If writeback is available and enabled, test one controlled record before using it more widely.
You will know it worked when
You know exactly what the connection reads, what can write back and how the important fields are mapped.
Up next
Read the guides for the detail behind any of these steps, or troubleshooting if something is not behaving as described.