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Module 06 · Integrations

Exa

Coming soon

Let Marketing, Sales, and the Product owner search the web and read pages through Exa. Read only. Coming soon.

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Exa is a search engine built for research. Once you connect it, your assistants can find companies, people, and articles on the web, read the pages, and cite each source.

Which assistants use it#

AssistantStatus
MarketingComing soon
SalesComing soon
Product ownerComing soon

What assistants can do#

Exa connects through the tool's own hosted connector, and it is read only.

AbilityHow it runs
Search the webReads on its own
Read pages as clean textReads on its own
Start a long research runNever run from chat

Setup (when it opens)#

  1. Sign in at dashboard.exa.ai and open the keys page.
  2. Create a key. You can give it a spending limit on the same page.
  3. Open Integrations in StellarFirm and pick Exa.
  4. Paste the key, switch on the live option, and press Connect.

Permissions#

  • Nothing here waits for an Approve because nothing here changes data.
  • Each search uses your Exa plan. The free tier works for trying it.
  • Revoke the key in Exa whenever you want to cut access.

Good to know#

  • Every fact from the web comes with the address of the page it came from.

Prompts to try#

PromptProspect news
Sales, find five recent news stories about [company] and tell me what they mean for our pitch, with the source of each.
PromptMarket scan
Product owner, find the companies that launched a product like ours in the last year and list what each one charges for, with links.