# AI Toolkit Feedback

Summary: Request: Auto-populate prospect pipeline from form submissions

Details: User wants to create a form that prospects can fill out, with the submitted data automatically translating into prospect records in the fundraising pipeline. This would streamline data collection and reduce manual data entry when sourcing LPs.

Toolkit: Decile Hub

Category: missing_feature

Impact: Would significantly reduce manual data entry and improve efficiency in LP sourcing workflows.

This post was automatically created via the Decile AI assistant.

Missing Feature: Undo Functionality for File/Folder Actions in Decile Hub

Category: Missing Feature

Toolkit: Decile Hub

Summary: User attempted to undo a file or folder action (such as moving a folder) in Decile Hub but there is no available tool or functionality to support this operation.

Details: The user needs the ability to reverse recent file/folder management actions. Currently, there is no undo capability when users accidentally move, delete, or modify files and folders within Decile Hub.

Impact: Users are unable to recover from accidental file/folder management mistakes, requiring manual correction or administrative intervention.

This post was automatically created via the Decile AI assistant.

CSV Bulk Import for Investor Prospects with Automatic Tagging

Toolkit: Decile Hub

Category: Missing Feature

Summary:
User requests a CSV bulk import feature to streamline adding investor prospects directly into the fundraising pipeline.

Details:
The user wants to import a CSV file containing 16 LP prospect records with the following fields: email, first name, last name, university affiliation, and LinkedIn profile.

Desired functionality:
• Direct CSV import into Red Tape Ventures fundraising pipeline
• Automatic assignment of tags (e.g., "Boston College")
• Automatic placement into a specific stage (e.g., "Added[Hold]")

Current blocker:
No direct CSV import tool is available in the toolkit that allows bulk creation of investor prospects with automatic tag assignment. Currently, users must upload files to the data room first as a workaround.

Impact:
This feature would reduce manual data entry time and improve workflow efficiency for bulk prospect imports.

This post was automatically created via the Decile AI assistant.

Bug: DataRoomsSearch Tool Error Processing Uploaded Memo

Category: Bug

Toolkit: AI Toolkit

Issue Summary:
DataRoomsSearch tool returned an error while processing search results when attempting to locate and identify an uploaded memo by title. The search query was for a specific memo in the data room, but the tool failed to process the results, preventing the user from identifying the document or obtaining a summary.

Steps to Reproduce:
1. Request information about a specific uploaded memo in the data room
2. AI toolkit attempts to use DataRoomsSearch to find the document
3. Tool encounters an error while processing search results

Expected Behavior:
DataRoomsSearch should successfully locate and return results for uploaded memos, allowing for document identification and summarization.

Actual Behavior:
Tool returns an error during result processing, preventing document lookup completion.

Impact:
Users cannot get information about uploaded documents in their data room when using the AI toolkit to search.

This post was automatically created via the Decile AI assistant.

<p><strong>Summary:</strong> Missing tool to move prospects across funnels</p> <p><strong>Category:</strong> missing_feature</p> <p><strong>Toolkit:</strong> Decile Hub AI toolkit</p> <p><strong>Issue Description:</strong></p> <p>User requested functionality to move a prospect across funnels. Currently available tools allow searching prospects and viewing prospect details, but there is no tool to update a prospect's funnel/pipeline assignment or stage. This prevents completing or directly guiding in-app actions for prospect pipeline management.</p> <p><strong>Requested Feature:</strong></p> <ul> <li>Tool to update prospect's funnel/pipeline assignment</li> <li>Tool to move prospect across pipeline stages</li> </ul>

This post was automatically created via the Decile AI assistant.

Missing Feature: Fund Regulatory Filings and Legal Entity Compliance Data Tool

Category: missing_feature

Summary:
Need a tool to retrieve fund regulatory filings and legal entity compliance data.

Details:
User requested advice based on fund data regarding whether their investing entity is regulated/authorized and can provide registration or license documents. Currently, there is no tool available to:

• Retrieve fund legal/regulatory profile
• Access adviser registration status
• Obtain Form ADV information
• Access exemption filings
• Retrieve attached formation/compliance documents for the fund entity

Impact:
This prevents providing fund-specific answers from account data when regulatory or compliance information is needed.

Toolkit: AI toolkit

This post was automatically created via the Decile AI assistant.

• Searching by name in a pipeline column takes ~9 seconds to settle after a single keystroke. The page feels frozen during that time.
• Changing a prospect's stage can take anywhere from ~2 seconds to ~12 seconds for the click to land, plus another fan-out of background requests on top of that. We measured a single stage move that took 11.7 seconds server-side.

• 1 × PUT /pipelines/{id}/update_user_display (1.4 s, fired on focus)
• 1–2 × GET /pipelines/{id}/headline_parts (the second is a duplicate that fires ~6 s later)
• 36 × GET /pipelines/{id}/group_parts?name=<stage> — one request per pipeline column
• 1 × GET /pipelines/{id}/group_counts

1. Move #1 took nearly 12 seconds for the API call alone. Even allowing for some warm-cache effect on the second call, ~2.4 s is still slow for what should be a single-row UPDATE. We've seen worse — sometimes >12 s — making it feel like the click didn't register and tempting a second click (which would presumably stack another expensive call).
2. Stage changes also fan out the 36-column refresh. Move #1 fired 36 group_parts requests in parallel in addition to the update itself, exactly the same fan-out as a search. So every stage change pays the full pipeline-refresh tax.

1. Replace the per-column fan-out with a single endpoint (e.g. GET /pipelines/{id}/refresh?q=...) that returns a batched Turbo Stream update — one round trip instead of 36.
2. Investigate why update_prospect_by_cell itself takes seconds. That's a single-row write, it shouldn't cost 2–12 s. Likely candidates: synchronous side-effects on stage change (recompute headline counts, run pipeline actions, fire webhooks/Datadog spans, etc.) — move them to a background job.
3. Don't fan out the 36-column refresh on stage change. After a stage change, only the source and destination columns need to be re-rendered.
4. Short-circuit empty columns server-side so a stage with zero matches doesn't cost a full round trip.
5. Cancel in-flight searches on a new keystroke (AbortController).
6. Deduplicate the headline_parts listener — two identical calls fire per action, one of them ~6 s late.
7. Audit the focus-time update_user_display PUT — 1.4 s on focus is itself a UX issue.
8. Index prospects.name with trigram search (pg_trgm if you're on Postgres) so per-column queries drop from ~400 ms to <50 ms.

Missing: Transaction-Level LP Wire Search

Category: missing_feature

Toolkit: AI toolkit

Issue Summary

User attempted to identify which LP wired in $683 more than expected in February. Current search capabilities only expose commitment/account level data, not transaction-level wire or capital call payment variances.

What's Needed

A transaction/payment variance search tool that can identify discrepancies between expected and actual LP wire amounts at the transaction level, rather than at the commitment/account level.

Current Limitations

• Capital account searches return only commitment/account level aggregated data
• Cannot drill down into individual wire transactions or payment variances
• No way to identify overpayments or underpayments by LP and wire date

This post was automatically created via the Decile AI assistant.

Bug: Email Duplicate Check Not Reproducible via Search Tools

Category: Bug

Toolkit: Decile Hub AI Toolkit

Summary: Email duplicate validation shows existing person record that cannot be found or confirmed via available search tools.

Issue Details:

• When entering an email address in the app, the system returns: "Email is already used by existing person Dmytro Salo"
• However, search tools do not return this exact email/person match:
  • PeopleSearch - no results
  • InvestorProspectsSearch - no results
  • CapitalAccountsSearch - no results
  • OrganizationsSearch - error
• This prevents users from confirming or linking to the existing record
• Suggests search results may not reflect duplicate-validation data or may be missing archived/hidden entities

Impact: Unable to validate or locate existing records flagged by duplicate check, limiting ability to merge or link related data.

This post was automatically created via the Decile AI assistant.

Missing: Audit/Filter Tool for Commitment Changes in Closing Pipeline

Issue Category: missing_feature

Toolkit: AI Toolkit

Summary: Need audit/filter tool to track and view commitment changes in the closing pipeline

Details: User requested the ability to see who changed commitments in the closing pipeline. Currently available tools can search closing prospects, retrieve rollups, and get prospect details, but there is no direct tool to query commitment change history across the closing pipeline or audit which user modified commitment fields.

Impact: Prevents users from tracking commitment modifications and identifying who made changes in the pipeline.

This post was automatically created via the Decile AI assistant.

Decile MCP Write Endpoints Rejecting Flat Payloads - Envelope Wrapper Issue

Category: Bug

Toolkit: Decile MCP

Summary

Decile MCP write endpoints are rejecting requests with flat payloads. The endpoints expect payloads wrapped in proper envelope structures (e.g., {"people": [...]} or {"prospects": [...]}) but appear to be receiving flattened field structures instead.

Affected Endpoints

• create_or_update_prospect - Returns: 'param is missing or the value is empty or invalid: prospects'
• create_multiple_prospects - Returns: 'param is missing or the value is empty or invalid: prospects'
• create_or_update_person - Returns: analogous 'people' error even with minimal first/last/email

Details

Testing with minimal payloads (3-row test) consistently fails across all three write endpoints with validation errors. Read endpoints (list_people, check_api_key_status, debug_api_request) work correctly, indicating authentication is functional.

Root Cause Analysis

The Decile MCP wrapper appears to be flattening request field structures instead of wrapping payloads in the expected envelope shape before posting to the Decile API.

Impact

Users cannot create or update prospects and people through the Decile MCP toolkit, blocking any prospect/person data synchronization workflows.

This post was automatically created via the Decile AI assistant.

Missing Feature: AI Connector Assistant Not Discoverable in Toolkit

Category: Missing Feature

Toolkit: AI Toolkit

Issue Summary: User was directed to find 'AI Connector Assistant' in the AI toolkit but cannot locate it. The assistant appears to be either unavailable in the current account or poorly discoverable within the UI.

Details: This suggests a product discoverability gap where users are given information about toolkit features (AI Connector Assistant) but lack clear guidance on where to find them or verification that the feature is actually available in their account.

Impact: Users following guidance cannot complete expected workflows, leading to confusion and support requests.

This post was automatically created via the Decile AI assistant.

Missing: LP Investor Portal Link & Resend Action

Issue Category: missing_feature

Toolkit: Decile Hub AI Toolkit

Summary: Cannot retrieve LP-specific investor portal link or resend action from toolkit

Details: User needs to send wire instructions to an LP but cannot find any investor portal, resend, or closing email option in Hub. The following are blocked:

• Retrieving or surfacing LP-specific investor portal URL
• Accessing closing email status
• Using resend action

This prevents precise click-by-click instructions or generation of correct LP-specific links.

This post was automatically created via the Decile AI assistant.

Poor Discoverability: LP Data Room Automation/Settings Path Unclear

Category: Roadblock

Toolkit: Decile Hub AI Toolkit

Summary: Users cannot easily locate automation and settings controls in the LP data room, specifically when attempting to create deck-click automations that trigger follow-up communications.

Details: A user tried to set up a deck-click automation for a PACT follow-up email. After moving the deck from the internal data room to the LP data room, they were unable to find the settings and automation controls. Current guidance points to possible top-level folder settings, but the path is confusing and not well-documented.

Impact: Users cannot configure key automation workflows in the LP data room without clear UI guidance or documentation.

Requested Improvement: Improve discoverability and documentation for LP data room automation/settings access, or enhance the UI to make this feature more accessible.

This post was automatically created via the Decile AI assistant.

Missing Feature: No Clear Export Path for AI Toolkit VC Pitch Deck

Category: Missing Feature

Toolkit: Decile Hub AI Toolkit

Issue Summary: User created a VC pitch deck using the Decile Hub AI Toolkit but cannot export or download it in PDF or PowerPoint format. There is no documented workflow or UI path to export toolkit-generated decks.

Details: After generating a pitch deck through the AI Toolkit, the user lacks a way to download/export the deck as PDF or PowerPoint. Available support documentation only covers how to start the toolkit or upload existing PDFs, but does not explain how to export decks created by the toolkit. This appears to be either a missing feature or an undocumented workflow.

Impact: Users cannot save or share their toolkit-generated pitch decks in standard formats, limiting the utility of the feature.

This post was automatically created via the Decile AI assistant.

Missing Feature: Email Automation Triggered by File Access

Category: Missing Feature

Toolkit: Decile Hub AI toolkit

Summary:

User requested the ability to trigger email automation when a file is accessed. This would enable automated workflows that respond to file access events, such as sending notifications or follow-up communications when documents are viewed.

Details:

The current toolkit lacks a capability to create or configure automations/workflows based on file access events. Adding this feature would enhance automation capabilities and improve workflow efficiency for users managing file-based processes.

Use Case:

Automatically send emails or notifications when key files (like term sheets, NDAs, or deal documents) are accessed, enabling better tracking and timely follow-ups.

This post was automatically created via the Decile AI assistant.

Bug: AI Deck Builder Cannot Launch - Missing FundDetail ID Resolution Tool

Category: Bug

Toolkit: AI toolkit

Issue Summary:
User attempted to launch the AI Deck Builder from the global search interface to create a VC fund pitch deck for LPs. The workflow could not be completed because the SubAgenda tool requires a FirmAdmin::FundDetail ID as input.

Root Cause:
No tool is available to resolve the FundDetail ID from a provided Decile Hub account edit URL or to list available fund details. This creates a roadblock when launching the AI Deck Builder from global search.

Impact:
Users cannot initiate the AI Deck Builder workflow from the global search interface when they only have a fund's Hub URL.

Expected Behavior:
The AI toolkit should be able to either:
- Accept and resolve the Hub URL to extract/retrieve the FundDetail ID, OR
- Provide a tool to list fund details and allow ID selection

Additional Context:
The fund thesis was already developed in earlier sprints and was available for reference.

This post was automatically created via the Decile AI assistant.

Trackable Deck Link Returns Invalid Access Code After First Use

Category: Bug

Summary: Deck trackable links work on the first access but return 'Invalid Access Code. Please contact support.' on subsequent visits.

Details: A user reported that when sharing a deck via trackable link, the link functions correctly for the initial access. However, on subsequent visits to the same link, the system displays an invalid access code error. No documented resolution was found in available support content, suggesting this may be a bug or gap in support documentation related to data room/deck share link functionality.

Severity: High - impacts deck sharing and data room accessibility

Next Steps: Requires investigation into trackable link generation, access code validation, and session management for shared decks.

This post was automatically created via the Decile AI assistant.

Add Prospect Button Not Functioning in Fundraising Pipeline

Category: Bug

Issue Description:
The 'Add Prospect' button in the fundraising pipeline is not functioning. User has already attempted all suggested troubleshooting steps without success:

• Refreshing the page
• Searching for the person/email directly
• Using Add Prospect to search existing records
• Retrying the action

Impact:
User is unable to add prospects to their fundraising pipeline, blocking normal workflow. No error messages or specific indicators have been provided, suggesting a potential UI state or backend issue.

Toolkit: Decile Hub AI Toolkit

Status: Reported and awaiting triage

This post was automatically created via the Decile AI assistant.

Chat lacks visible file upload control for sharing deck

Category: Roadblock

Summary: User is unable to upload a deal logic deck to the assistant due to missing or unclear file upload functionality in the chat interface.

Details: The user wants to share a deal logic deck with the assistant for document-based assistance, but reports there is no visible upload button in the chat. This blocks the ability to provide help based on the provided documentation. Clearer chat attachment support or a documented fallback workflow is needed within the assistant experience.

Toolkit: Decile Hub AI Toolkit

Impact: Prevents users from sharing documents and deck materials with the AI assistant for analysis and guidance.

This post was automatically created via the Decile AI assistant.

Missing Feature: Dealflow Reporting by Time Period (Week/Month/Quarter)

Toolkit: Decile Hub

Category: Missing Feature / Documentation Gap

Issue: User needs clearer guidance on dealflow reporting capabilities in Decile Hub. Specifically, there is a need for documentation on whether Decile Hub has a built-in report or dashboard that shows how many deals have been added over time (weekly, monthly, quarterly breakdowns).

Details: Available search results covered general dealflow and reporting guides, but did not provide a clear expert/leader answer documenting the availability of time-period-based deal creation reports or dashboards. This is a documentation gap that affects user ability to track deal pipeline velocity.

Status: Awaiting clarification on whether this is a missing feature or a documentation opportunity.

This post was automatically created via the Decile AI assistant.

Ask AI Topic History Not Exposed in Activity Results

Category: Missing Feature

Summary: Ask AI topic history is not exposed in activity results.

Details: Users cannot view their Ask AI exploration history through activity results. Activity entries only show generic 'updated' events with timestamps, but do not include Ask AI prompts, subjects, or topic metadata. This prevents users from reliably tracking and reviewing the topics they have explored using Ask AI.

Toolkit: Decile Hub AI Toolkit

This post was automatically created via the Decile AI assistant.

Hub-Sent Emails Not Appearing in Gmail Sent Folder

Category: Roadblock

Issue: Emails sent from Decile Hub to a potential LP since 2024 are not appearing in Gmail Sent folder, despite Gmail integration being connected and working for other recent closing pipeline emails.

Details:

• Gmail integration is confirmed working (other pipeline emails appear correctly in Gmail Sent)
• Hub outbound emails to specific LP contact are not syncing to Gmail Sent
• Issue has persisted since 2024

Investigation: Existing documentation covers Gmail-to-Hub syncing and 12-hour sync timing, but lacks explanation for Hub-to-Gmail sent mail handling or potential inconsistencies.

Suspected Root Cause: Either a bug in Hub outbound mail storage/sync process or missing documentation about how Hub-sent emails are stored and synced to Gmail Sent folder.

This post was automatically created via the Decile AI assistant.

Missing Feature: Signed PACT as Gateway to Unlock Content/Data Room Access

Issue Category: Missing Feature

Toolkit: Decile Hub

Summary: User requested the ability to require a signed PACT before LPs can access shared content, such as data rooms or specific files. The PACT signature would serve as a conditional gate — content remains locked until the LP has completed the signature requirement.

Details: This workflow is not currently available in Decile Hub. Users need a way to enforce PACT signing as a prerequisite for granting access to sensitive shared content.

Impact: Enables better control over content distribution and ensures compliance documentation (PACT signatures) are obtained before LPs access deal materials.

This post was automatically created via the Decile AI assistant.

Decile Hub: PACT Progress Not Filtering by Current Fund

Category: Bug
Toolkit: Decile Hub

Issue Summary:
The PACT Progress section is displaying the total signed PACTs across ALL funds instead of being scoped to the currently selected fund.

Details:
When a user is viewing Fund II, the PACT Progress tracker shows combined totals from Fund I + Fund II ($10,462,000) instead of Fund II only ($350K). The progress tracker is not filtering by the currently selected fund/pipeline.

Expected Behavior:
PACT Progress should dynamically filter and display only the signed PACTs for the currently selected fund in Decile Hub.

Reported by: Martin Tobias, Managing Partner

This post was automatically created via the Decile AI assistant.

Missing Documentation: Event Page Click Tracking Analytics Viewer

Category: Missing Feature

Toolkit: Decile Hub

Issue Summary:

No documentation exists on where to view event page click counts for tracking URLs using ?trk= URL parameters (e.g., ?trk=linkedin, ?trk=email) in Decile Hub.

Problem:

While Decile Base mentions that basic click tracking is available via ?trk= parameters, there is no guidance or documentation showing users where in Decile Hub they can view the results and analytics for these click counts organized by traffic source.

Expected Behavior:

Users should have clear documentation on how to access click tracking analytics/reporting interface in Decile Hub after implementing ?trk= parameters on event page URLs.

Reported by: Dmytro Zinchuk

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Missing Feature: AI Assistant Record Type Conversion and Editing

Category: Missing Feature

Summary: Allow AI assistant to edit or convert record types

Details: Users need the ability to convert records between types (e.g., organization to person record) or perform record deletions through the AI assistant. Currently, these operations require manual intervention in Decile Hub. Basic record modifications including type conversion and deletion would enhance workflow efficiency.

Toolkit: Decile Hub

Requested by: Terrence Giggy

This post was automatically created via the Decile AI assistant.

Missing Feature: Unable to Zip and Email Documents from Data Room

Toolkit: Decile Hub Data Room & Email

Issue Category: Missing Feature

Summary: User requested the ability to zip LPA-related documents from the data room and send them via email. The toolkit currently lacks file compression and file manipulation capabilities in the data room. Only email sending is available.

Details: The toolkit does not support creating archives, zipping files, or manipulating files stored in the data room. While email sending functionality exists, the ability to prepare and package multiple documents for email delivery is not available.

Impact: Users cannot efficiently bundle and distribute documents from the data room via email, requiring manual workarounds.

This post was automatically created via the Decile AI assistant.