CRM & sales
Salesforce · HubSpot · Microsoft Dynamics · industry-specific CRMs
Lead activity, pipeline changes, communications, proposals, wins, losses and customer outcomes.
For businesses
The record of how your company actually does the work.
Years of it already sit inside the tools your team uses every day. Scoped and licensed properly, that history can serve AI training and evaluation without transferring ownership of your systems.
Operating history / Potential value
$100K–$4M+
Indicative potential licensing values. Actual value and buyer interest vary.
A request, a decision, an outcome. Connected records capture the judgment behind everyday business operations.
OPERATING RECORD / 0418
Every exception.
Every resolution.
Every resolution.
InvoiceReviewed
AdjustmentApproved
ReconciliationComplete
The shape of a useful dataset
One piece of work.
Followed end to end.
- 01
Request
A lead, ticket, claim, order or task enters a system
- 02
Context
The information your team gathers to understand it
- 03
Decision
What was approved, quoted, escalated or declined, and why
- 04
Action
The work performed: responses, dispatches, fixes, filings
- 05
Outcome
How it ended: won or lost, resolved or returned, paid or disputed
Datasets that connect all five stages are the ones AI developers value most. Isolated documents show fragments. Connected workflows teach judgment.
Already in your systems
An archive hiding
in plain sight.
Valuable data does not need to be created. It already exists inside everyday business tools, organized by the workflows they capture.
Finance & accounting
QuickBooks · NetSuite · Xero · SAP · billing and FP&A platforms
Approvals, reconciliations, close processes, invoice workflows, exceptions, forecasts and financial outcomes.
Project & knowledge management
Jira · Asana · Monday · Linear · Notion · Confluence
Tasks, project history, status changes, ownership, dependencies, documentation and completed outcomes.
Customer support
Zendesk · Intercom · ServiceNow · help-desk and call-center systems
Incoming issues, categorization, escalation, responses, resolution and satisfaction outcomes.
Communication & collaboration
Slack · Microsoft Teams · email · calendars · meeting transcripts
The decision-making that surrounds the work. Privacy, employee rights and third-party communications require careful review here.
Documents & cloud storage
Google Drive · SharePoint · Dropbox · Word, Excel, Docs, Sheets
Most useful when a document can be connected to the workflow and decision that produced it.
Data warehouses
Snowflake · BigQuery · Databricks · internal databases
Structured records connecting activity across multiple business systems.
Industry-specific systems
Field-service dispatch · TMS and WMS · e-commerce and fulfillment · property management · claims · applicant tracking · healthcare administration
Often the deepest, most specialized workflow data a business holds. Regulated industries require substantially greater privacy, consent and regulatory review.
02 / Recognize your workflow
Ordinary work.
Extraordinary context.
Different industries. The same valuable thread: a real problem, an informed decision, a measurable result.
CONNECTED WORKFLOWACC-0418
A close. With the context.
01
Exception identified
Invoice and purchase order do not reconcile.
02
Judgment recorded
Reviewer identifies a partial delivery and adjusts the accrual.
Outcome connected
Adjustment approved. Period closed with a clear audit trail.
RECORD DECISION OUTCOME3 / 3
Synthetic examples · illustrative only · not customer data
Other sectors can qualify. Regulated industries require additional privacy, consent, and regulatory review.
Qualification
What makes a strong opportunity.
Company size is a guideline, not a rule. Opportunities outside this range can still qualify.
01
Roughly 20–700 employees
Large enough to run real systems at volume; small enough to decide quickly.
02
Multiple years of history
Depth matters more than recency. Older records are often easier to license, not harder.
03
Meaningful workflow volume
Thousands of completed workflows, not dozens.
04
Real production activity
Actual operations, not demo, test or synthetic records.
05
Specialized industry knowledge
Work that requires judgment a generalist would not have.
06
Connected systems
The same job traceable across CRM, tickets, documents and finance.
07
Measurable outcomes
You can tell how things ended: resolved, shipped, paid, won, lost.
08
Clear ownership
The company owns, or can establish the right to license, what is in scope.
09
An authorized decision-maker
An owner or executive who can act on the opportunity.
What drives value
No two datasets are alike. Buyers weigh:
- 01Historical depth
- 02Number of records
- 03Connected systems
- 04Workflow complexity
- 05Specialized industry knowledge
- 06Actions linked to outcomes
- 07Quality and consistency
- 08Ownership and consent
- 09Licensing scope
- 10Exclusivity
- 11Frequency of future deliveries
- 12Current buyer demand
[ Your next asset starts here ]
Find out what your operating history is worth.
The assessment starts with a description of your systems and workflows. No raw data, no credentials, no obligation.