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These guides show how teams use Dataville for real work, from checking a business before you approve it to filling in your CRM. Each one starts from a template you can download or copy and ends with a file or table you can use. Three of the guides work in Claude without any code, and the others use a short Python or DuckDB script.

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Underwriting and onboarding

If you lend to or insure businesses, you can check each one against its SEC filings before you approve it, and watch its filings after.

Check business applications in Claude

Upload applications to Claude and get back a CSV file of checks, with no code.

Monitor SEC filings for a watchlist

A Python script that sends new filings to Slack, Teams, or email each weekday.

Enrich an onboarding record

A Python function that stores a business’s filing and background at signup.

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Market research

If you research markets for clients, you can compare a client’s competitors or build a dataset of a sector’s recent filings.

Profile a client's competitors

Look up competitors in Claude and build a revenue table in Data Studio.

Build a sector dataset in DuckDB

A DuckDB script that joins a sector’s recent filings to your own notes.

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Sales and revenue operations

If you run sales or revenue operations, you can fill in your CRM from Wikipedia.

Tag CRM accounts by industry in Claude

Upload a CRM export to Claude and get back an industry for every account, with no code.