Demo workspace. Every person, firm, and company here is fictional.

Settings

Data, AI, mailboxes, and the rules Lazo applies to every match.

Data source

Demo data

319 people, 50 companies, 467 roles, 226 relationship ties.

Airtable and CSV connectors come next, then HubSpot, Salesforce, Affinity, Attio, and DealCloud.

AI

Claude connected (claude-sonnet-5-5)

Bring your own key: Anthropic, OpenAI, Google Gemini, Azure OpenAI, AWS Bedrock, OpenAI-compatible endpoint. Coming next.

Mailboxes

Each person connects their own Google mailbox and calendar. Lazo keeps who you email and meet, how often, and signature details. Never the email itself. Coming next.

Rules

  • Ask the member before any intro: on
  • Skip anyone asked in the last 90 days
  • Role checks older than 30 days need a recheck
  • A recent email signature counts as a role check: yes
  • One opt-in email per company: yes
  • Approver: Dana Park