Send a Document
Select a template to fill out and send for signature.
NDA Status
Track signing progress for your NDAs.
| Date | Recipient | Template | Originator | Odys Signer | Additional CCs | Status | Actions |
|---|
NDA Archive
Search previously signed NDAs by name, counterparty, or keywords.
NDA Settings
Workspace-wide configuration for the NDA workflow. Shared across all admins.
Claude prompts
Each prompt-driven extraction in Eta is editable so it can improve over time without a redeploy. The JSON output schema is appended automatically and isn't user-editable.
The overall instructions Claude receives before the JSON schema — company context, date-formatting rules, general approach.
The per-field instruction Claude sees for each JSON key (counterparty, effective date, term, etc.). The keys themselves are fixed — only the descriptions are editable.
Out-of-sync NDAs
Each archived NDA records the hash of the prompt fragments + model used to extract it. When you change the intent prompt, any field description, or the extraction model, every previously-extracted row goes "out of sync" and should be re-processed against the new settings.
Run history
Test prompts
Pick a previously-processed NDA and re-run it through the current prompts. Compares the new result side-by-side against what's stored in the archive. Does not modify the archive.
Scan DocuSign Inboxes for received NDAs
DocuSign Connect only fires for envelopes that originated from the Odys account. NDAs sent to Odys folks live on the counterparty's account and only appear in the Odys signer's personal DocuSign Inbox. Pick which users' inboxes to walk and click Scan — same classify + archive pipeline as the standard scan.
| Name | DocuSign user ID | ||
|---|---|---|---|
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Scan DocuSign for missing NDAs
Master view of every DocuSign envelope Eta has classified. Each row is one envelope — re-scans update in place rather than stacking duplicates. Only envelopes whose DocuSign lifecycle status is completed are classified and (if NDAs) imported; non-completed envelopes are recorded as a row but skipped from classification work to keep Claude spend down on a 1500+ envelope corpus.
Document Sent
Envelope ID:
Recipients
Time Tracking
Your logged time, color-coded by project.
Projects
Projects tracked in Rippling under the "Projects" Job Dimension.
| Name | External ID | Rippling ID |
|---|
Workers
Rippling worker roster cached locally.
| Title | Department | Employment | Status | Actions |
|---|
Users × Projects
Who is assigned to which project. Read-only in this view; changes happen in Rippling.
Actions & ToDos
Extracted from your Gmail, Slack, and Granola notes. Nothing falls between the cracks.
| Assignee | Description | Status | Due | Recipient | Priority |
|---|
Activity
Recent changes across all your tasks and extraction runs.
User Settings
Your account, appearance, and (for admins) integrations + prompt configuration.
Account
Appearance
Theme preference travels with your account across devices.
Notifications
Choose how Eta reaches you for each notification type. In-app notifications are always on; Slack delivery is coming soon.
Integrations
Connect the sources Claude uses to find your action items. Per-user; your data stays yours.
Gov Opportunities
SBIR/STTR topics from DSIP and SBIR.gov, scored against the active capability list.
| Score | Title | Agency | Phase | Award | Opens | Closes | My status |
|---|
Capabilities
Curated list of Odys capabilities used to score opportunities. Edits don't trigger re-scoring — use Settings → Re-score all when you're ready.
Gov Opportunities Settings
Editable scoring prompt + manual ingest/scoring controls.
Claude scoring prompt
Editable intent — the JSON output schema is fixed in code and appended automatically. Changes invalidate the capabilities-hash for every scored row, so the next scoring run re-scores them under the new prompt.
Runs once per opportunity that passes keyword filter. Scores fit 1-10 and lists matched capability ids.
Email digest
After each scoring run, opportunities scored at or above this threshold are emailed once to every user with the gov_contracts permission. Each opportunity is emailed at most once.
Manual controls
DIU historical backfill walks the Wayback Machine archive for diu.mil — one-time op, ~10–30 minutes depending on snapshot count, recovers every closed AOI ever published. Safe to re-run; idempotent on (source, source_topic_id).
Recent jobs
Test scoring prompt
Pick an opportunity, re-run scoring with the currently-saved prompt, and see the result side-by-side with the stored score. Does not modify the stored value.
Asset Requests
Submit a request for marketing assets — decks, logos, renders, videos. Drag new requests into the kanban to triage; assignees pick them up and ship the deliverable as a Drive link.
| Title | Type | Priority | Submitter | Due | Submitted |
|---|
DAM Settings
Manage the asset-type taxonomy used in the request form.
| Slug | Label | Sort | Active |
|---|
Contacts
Per-user contact graph extracted from Gmail, classified, and (later) scored.
| Contact (by Name) | Type | Founder | Raised | Interest | Conf | Company | Location | Msgs | Last |
|---|
Pipeline — Intro Paths
Series B target investors mirrored from Metal. For each, your Connector/Both contacts who are an intro pathway, ranked by Founder score. Edits push back to Metal.
Click a column to sort (Shift-click for a 2nd level); use the ⏷ caret on any column to filter. Top Connectors filters by contact and by the contact's Interest score.
Pending Review
Low-confidence, Unknown-typed, or flagged contacts — correct them here to feed the rule-learning loop.
| Contact (by Name) | Auto type | Correct type | Confidence | Signals | Reason & Apply |
|---|
Dedupe
Find and merge contacts that are the same person across multiple email addresses.
Candidate duplicates
Run a scan to find candidate duplicates.
Already merged
Contacts with two or more emails merged. Click a radio to make a different email the primary.
| Contact | Type | Emails (select primary) | # emails | msgs |
|---|---|---|---|---|
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Scans
Each scan gathers Gmail messages matching the query, then auto-classifies the contacts extracted from From / To / Cc.
| Gmail query | Status | Progress | Contacts | Messages | Started |
|---|
Goals
Quarterly OKRs by org node and owner. Each owner gets up to 6 priority slots — 1 (top), 2A, 2B (second tier), 3A, 3B, 3C (third tier).
Org & Users
Active Odys employees from Rippling, with Eta access status. Click a row to manage permissions, default signer, and template access.
| Name | Department | Manager | Type | Status | Start | ||
|---|---|---|---|---|---|---|---|
Settings
Approved Odys Signers
Manage who can be selected as the Odys Signer on envelopes.
Time Tracking — Rippling Sync
Manual sync of Rippling workers, projects, and assignments into the local cache.