how can a contact on a capital account create a decile pro login?
Community Member
Community Member
Today
Community Member
how do I upload an excel file with list of VC
Sunday, September 13
Community Member
trying to finalize my tax information for Deep Future. Can i upload my W-9 safely here?
Friday, September 11
Community Member
Can I sync two working emails? I can only connect one at the moment.
Thursday, September 10
Community Member
The Decile MCP can read email templates (list_email_templates, get_email_template) but cannot create or update them. That's the gap I'd most like closed.
Why it matters more than it sounds. An agent connected to Hub can now read a pipeline end to end — stages, actions, queued executions, templates, prospects — and it can write almost everything: prospects, organizations, notes, deal memos, newsletters with full HTML bodies, even Base posts. Email templates are the one piece of workflow content with no write path at all. So an agent can diagnose a broken workflow completely and repair none of it.
Our concrete case: five stage actions in our Deals pipeline point at templates that return 404, and there are more on the Investors money path. Every affected branch is dead — the action renders as "Send email Unknown" and can't fire. With write access this is a ten-minute scripted repair. Without it, it's manual UI work across two pipelines, and presumably across every account where this happened.
What I'm asking for, in priority order:
- Create and update email templates over the API/MCP — name, subject, body, pipeline, attachments.
- Set an action's email_template_id so a broken reference can be re-pointed programmatically. Without this, creating a replacement template doesn't actually repair anything: the new template gets a new id and the action still points at the dead one.
- Read-back of an action's full config, so an agent can verify the repair rather than assume it.
Secondary — the guardrails that would have prevented this: warn before deleting a template that stage actions still reference and offer to re-point them; surface broken references somewhere visible per pipeline instead of only at send time; and include email templates in the audit log, which today covers people, organizations, prospects, funds, capital accounts, chats and users, so there's no way to see who removed a template or when.
Tuesday, September 8
Community Member
How can Decile CRM automatically mark prospects who I have a calender meeting with (email will receive an incoming calender invite) as "meeting" stage?
Monday, September 7
Community Member
Does Dex agent have a permanent memory of past chats or do we have to give it context every time with talk to it?
Sunday, September 6
Community Member
Hello
@Amber McCarthy
and
@Fredy Del Vecchio
. I look forward to working with you and if this is the incorrect channel, I am happy to take our conversation to the correct one. Enjoy your holiday weekend and talk to you soon.
Saturday, September 5
Community Member
Is there a way to trigger the same workflow that happens from the chrome plugin but from within the MCP connector ?
Thursday, September 3
Community Member
1. How much flexibility does a GP typically have to make investments outside the fund's stated investment strategy under the LPA?
2. How are management fees typically calculated during the investment period versus after the investment period?
3. What happens under an LPA if an LP fails to meet a capital call?
4. How do recycling provisions work, and when can a GP reinvest proceeds from an exit instead of distributing them to LPs?
2. How are management fees typically calculated during the investment period versus after the investment period?
3. What happens under an LPA if an LP fails to meet a capital call?
4. How do recycling provisions work, and when can a GP reinvest proceeds from an exit instead of distributing them to LPs?
Community Member
How much flexibility does a GP typically have to make investments outside the fund's stated investment strategy under the LPA?
Tuesday, September 1
Community Member
And finally,
3. If the GP wants to make an investment or take an action that could create a conflict of interest with an LP or another portfolio company, how does the LPA typically govern that situation, and what approvals or disclosures may be required?
3. If the GP wants to make an investment or take an action that could create a conflict of interest with an LP or another portfolio company, how does the LPA typically govern that situation, and what approvals or disclosures may be required?
Community Member
Also,
2. Which LPA provisions are most important for a first-time or emerging GP to understand before accepting LP commitments, particularly around capital calls, fees and expenses, conflicts of interest, indemnification and removal/key-person provisions?
2. Which LPA provisions are most important for a first-time or emerging GP to understand before accepting LP commitments, particularly around capital calls, fees and expenses, conflicts of interest, indemnification and removal/key-person provisions?
Community Member
Hi,
How does the LPA balance the GP's discretion to make investment and portfolio-management decisions with the LPs' rights to oversight, reporting and approval? What are the most important situations where the GP's discretion is limited?
How does the LPA balance the GP's discretion to make investment and portfolio-management decisions with the LPs' rights to oversight, reporting and approval? What are the most important situations where the GP's discretion is limited?
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