Business context
What Sydbar knows about a business. The interview, documents and Notion pages, used only after you confirm them.
Open Business context in the side rail. Drafts and scopes use only what's confirmed here.
The interview
Teach Sydbar about {Business}: "A 10-minute interview, one question at a time. Type or talk; skip anything. You review the result before Sydbar uses it." Choose Start interview, and Resume to pick up where you left off.
It covers eight topics: what it does, customers, offers, money terms, first email to paid, voice, boundaries and links. Sydbar asks at most two follow-ups per topic and shows how many minutes are left.
At the end Sydbar writes a 600 to 1,200 word business-context.md and saves it as proposed. It isn't used until you confirm it.
Add documents
Under Add context, choose a file (.md, .markdown or .txt) or paste text, and pick a type: Business profile, Agreement or Other. Each document is up to 100 KB.
Confirm before use
| Section | Means |
|---|---|
| Confirmed sources | Used in drafts, invoices and scopes. |
| Waiting for confirmation | "Proposed · not used until you confirm it." Choose Confirm or Remove. |
Editing or re-importing a source makes a new version that waits for confirmation again.
Client scopes
Confirming a client's scope of work saves it as scope-of-work.md, linked to that client and confirmed. Each new confirmed scope makes a new version.
Files and pasted text belong to the whole business. To add a page for one client, import it from Notion and pick that client.
Sender
The Sender section shows the confirmed sending address, or offers Use {address} when the connected mailbox differs.