User Guide

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DotAlign for Outlook –

User Guide

What Is DotAlign? DotAlign is a technology that improves productivity and helps professionals “connect the dots” on introductions and opportunities. DotAlign plugs into Microsoft Outlook and privately analyzes email, calendar, contacts, and LinkedIn data to determine the people and companies that you know. It assigns a relationship score to every relationship it discovers, and provides many additional productivity features. Ultimately, DotAlign helps people leverage their collective networks for better relationship insights – without giving up sensitive detailed information about your contacts.

Privacy and Sharing DotAlign is sensitive both to compliance concerns and to individual human sensibilities around data privacy. How much you share is up to you: you can change your sharing level at any time, and can choose to mark specific contacts as private even when you are sharing all other relationships. No information leaves your computer without your explicit consent, and deep content – an email’s subject line, the body of an email, attachments, etc. – is never shared, even when the most permissive sharing settings are enabled. Analysis is done on your machine; nothing has to leave the firm firewall.

Installation & Help DotAlign for Outlook is typically installed on your computer by IT, and should appear automatically in Outlook as a sidebar. First-time setup generally takes only a few minutes to complete. To get started, enter your name and work email, and select at least one mailbox to analyze. You may also select your sharing level now (or later, in the Settings area ). If you would like to import your connections from LinkedIn, you can do this later via Settings. Need help? Review our website www.dotalign.com/help for FAQs, or contact your internal DotAlign liaison. If you need troubleshooting help, please contact us at support@dotalign.com or (212) 706 8630. You can also send us ongoing diagnostics by opting in to DotAlign Health (Settings -> Advanced Tools).

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What Can DotAlign Do? DotAlign intelligently de-dupes people and companies, recognizes contacts’ company affiliations, and consolidates interactions with any given person or company. DotAlign also automatically extracts information such as job titles and contact information, without requiring manual input. DotAlign calculates relationship scores that reflect how well you know the people and companies you know. DotAlign also aggregates shared information to show the firm-wide view of these relationships. The table below captures some common scenarios in which DotAlign can help professionals be more productive within the context of relationships, and, for each, describes some actions to try in DotAlign.

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What might I need to know about Sandra, who works at Galileo?

• See – and search – your conversation history

• Discover which colleagues also know the person, and how well

• Explore the source of a job title

• Launch a LinkedIn search (subject to company access policy)

• Launch a contact card

What is Sandra’s contact information?

• See all discovered email addresses

• See all discovered phone numbers

• Examine the source of a phone number; decide how to reach out

What might I need to know about Sandra’s company, Galileo?

• Search conversations you’ve had with a company

• Discover which colleagues have the strongest relationships there

• Explore who your network knows at the company

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What potential action items do I have?

• Reconnect with someone you’re losing touch with

• Respond to someone you owe a reply to

• Follow up with someone who needs to get back to you

• Track recent and upcoming events

How can I scale outreach?

• Send personalized emails at scale, in a relationship-sensitive way

REL

ATI

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SHIP

NET

WO

RK How can I best be

introduced to Amazon?

• Explore who has the strongest relationships with a firm (or many!)

• Browse your network’s contacts at a company

• Discover who can provide the best introduction, and to whom

Who else can I be introduced to? Who can colleagues ask me to introduce to them?

• Explore your firm’s relationships

• Explore a specific colleague’s relationships

• Boost your network with a LinkedIn download – and share

• To hide your influence, mark a contact as private

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DotAlign Taskpane Basics When you click on an email or event, DotAlign provides easy access to content that is context-relevant to the email (or event!) you select in Outlook.

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• Learn where Jaspreet works, and what he does

• See Jaspreet’s most up-to-date contact information

• Browse and search your full conversation (and event!) history

• Discover at a glance who else knows Jaspreet, and how well

• Find out more about the people or companies on the email thread

• Explore firm-level relationships and networks

• Stay on top of outstanding questions and upcoming meetings

Homepage with conversations, events, and more

Appointments you have coming up soon

Contacts known to you and your colleagues

Companies known to you and your colleagues

Settings for sharing, LinkedIn, and more

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Contacts, Companies, and Interactions

What Might I Need to Know About Sandra, Who Works at Galileo?

When you click on an email or event, DotAlign shows a profile of the sender that makes key information easily accessible.

Search all our conversations

Launch Sandra’s contact card, email

Sandra, or search for Sandra on LinkedIn

Discover who else knows Sandra, and how well

Explore the source of Sandra’s job title

Galileo

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What Is Sandra’s Contact Information?

DotAlign automatically extracts updated information for contacts – including their contact information. The most recent phone number for a contact is highlighted on their profile page.

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What Might I Need to Know About Sandra’s Firm, Galileo?

DotAlign automatically recognizes contacts’ company affiliation, consolidates the interactions you’ve

had with that company, and intelligently de-dupes where a company may be known by different names.

DotAlign also captures the firm-wide perspective of a relationship with another company.

Search all conversations

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To-Dos

What Potential Action Items Do I Have?

DotAlign analyzes calendar and email content to help you keep track of upcoming events you might

need to prepare for, emails you need to address, and people you should follow up with. Throughout,

DotAlign uses the lens of relationships to boost productivity: the “who” matters.

Explore who I might need

to reconnect with

Manage

outstanding

follow-ups

See which upcoming events you might need to prepare for

Browse recent

meetings you may

need to follow up on

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How Can I Scale Outreach?

DotAlign helps you scale outreach through its mail merge functionality. Give DotAlign your custom

inputs and a template that will use that information, and DotAlign will create personalized emails that

you can send right away, or review and edit further before sending to your contacts.

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Choose to review now, save to drafts for later, or send right away

Relationship-sensitive

options help you mail

merge intelligently

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Relationship Network

How Can I Best Be Introduced to Amazon?

Through collaborative sharing of relationships among a set of users, DotAlign can instantly and effortlessly tell you the list of collaborating colleagues that know any specific company or contact. DotAlign will also compute a relationship score between each collaborator and company (or contact).

Explore who can

introduce you…

…as well as who you

could be introduced to

You give DotAlign a list of companies you’re

interested in reaching…

…and DotAlign will tell you how best to reach them

DotAlign also allows you to analyze leads in bulk: provide a list of target companies, and DotAlign will automatically output which colleague can best connect you with each target firm, and via which contact at that company.

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Who Else Can I Be Introduced To? Who Can Colleagues Ask Me to Introduce to Them?

Through collaborative sharing of relationships among a set of users, you are also always able to browse to see with whom you, your network, or individual collaborators have the strongest relationships. To boost the network discoverable to your colleagues, you can enable sharing once you have connected new data sources, such as LinkedIn. If you wish to prevent relationships with particular people from being discoverable, you can mark these relationships as private.

Browse your Firm’s relationships with Contacts…

…or Companies

Browse the Contacts and Companies Vince has

relationships with

Manage which data sources – such

as mail and LinkedIn – are being

analyzed and shared

Close the padlock to mark a contact as private

You can also see your Firm’s most influential relationships