> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dataville.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Guides

> Step-by-step guides to underwriting, market research, and sales operations with Dataville.

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.

## 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.

<CardGroup cols={3}>
  <Card title="Check business applications in Claude" icon="clipboard-check" href="/guides/underwrite-from-claude">
    Upload applications to Claude and get back a CSV file of checks, with no code.
  </Card>

  <Card title="Monitor SEC filings for a watchlist" icon="building-columns" href="/guides/filings-watchlist">
    A Python script that sends new filings to Slack, Teams, or email each weekday.
  </Card>

  <Card title="Enrich an onboarding record" icon="file-signature" href="/guides/onboarding-enrichment">
    A Python function that stores a business's filing and background at signup.
  </Card>
</CardGroup>

## 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.

<CardGroup cols={2}>
  <Card title="Profile a client's competitors" icon="chart-line" href="/guides/competitor-scan">
    Look up competitors in Claude and build a revenue table in Data Studio.
  </Card>

  <Card title="Build a sector dataset in DuckDB" icon="database" href="/guides/sector-dataset-duckdb">
    A DuckDB script that joins a sector's recent filings to your own notes.
  </Card>
</CardGroup>

## Sales and revenue operations

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

<CardGroup cols={2}>
  <Card title="Tag CRM accounts by industry in Claude" icon="tags" href="/guides/tag-accounts-by-industry">
    Upload a CRM export to Claude and get back an industry for every account, with no code.
  </Card>
</CardGroup>


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