Example prompts and workflows

Once the CTD MCP server is connected to your AI client, you interact with your network in plain language — no commands to memorize and no tools to name. Start with the quick lookups below, then explore the workflow playbooks for multi-step firm-wide tasks.

Requires: CTD MCP connected to your AI client. See Setting up the CTD MCP server if you haven't done this yet.

Quick lookups

Short prompts for everyday path-finding — one target at a time:

• “Who do we know at Stripe?”
• “What's the warmest path to the VP of Engineering at Datadog?”
• “Find me an intro to someone on the buying committee at Acme.”
• “Who in our network can introduce us to this founder?”

Firm-wide workflow playbooks

These prompts are built for investment teams, RevOps, and company-wide network activation. Swap bracketed placeholders — [target], [portfolio co], [company] — for your real names and domains.

Sourcing

• “Find warm paths to the CEOs of these 40 companies”
• “Which vertical-SaaS founders can we reach via 2+ strong paths?”
• “Verify these domains, then pull C-suite LinkedIn profiles”
• “Who used to work at [target] that someone on our team knows?”
• “Prep me for [company]: paths, news, key people, best ask”

Diligence & relationships

• “Who on our team has the strongest relationship with [person]?”
• “Which execs at [company] are reachable — and through whom?”
• “Find former [target] employees for reference calls”
• “Track job changes across our CTO watchlist this quarter”
• “Draft an intro request to [connector] for [target CEO]”

Portfolio value creation

• “Find CRO candidates for [portfolio co] in our network”
• “Which buyers on this conference list can we reach warm?”
• “Who can intro [portfolio CEO] to [strategic partner]?”
• “Map paths to customers of [portfolio co]’s competitors”
• “Build a warm-intro pipeline for [portfolio co]’s sales team”

Ops & CRM

• “Enrich these Salesforce accounts with best connector + warmth”
• “Cross-reference this attendee list with our combined network”
• “Export C-suite for these 30 domains to a spreadsheet”
• “Which contacts joined PE-backed companies this month?”
• “Summarize this week’s network updates across the team”

For a single account in one shot, use the company research skill (/ctd-company-research [domain]) instead of stitching prompts together manually.

CRM-connected prompts

When Salesforce or HubSpot is connected, CTD can reason over your accounts and pipeline:

• “Which of my target accounts have a warm path in?”
• “Show me paths to accounts I own.”
• “Find open opportunities where we have a strong path to the CTO but no intro has been requested.”
• “Which deals last quarter had warm paths that were never activated?”

Recruiting

• “Who do we know who worked at OpenAI as an engineer?”
• “Find warm paths to senior designers in San Francisco.”
• “Who could refer this candidate?”

Drafting intros and ghost emails

Once you've found a path, ask your assistant to draft the outreach in the same thread:

Find the best path from our team to [target person] at [company].
Draft a ghost email to [connector name] asking them to make the intro.
The reason I want to connect: [your reason — keep it specific and valuable to the target].

• “Write a ghost email for our CEO to send.”
• “Make the email shorter and more casual.”
• “Share the ghost email draft for approval.”
• “List my pending ghost emails.”

Full workflow: Ghost email via MCP.

Tip: CTD answers from your live network, so results stay current as relationships change. It only returns what your account can already see. See What you can do with CTD + AI for the full capability list.

Have a question or running into an issue? Email us at support@ctd.ai — we're happy to help.