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A monitor watches the public web for one thing you care about: a trigger event at an account, a competitor’s pricing and launches, a regulator’s rulings, or a signal every company in a sector has to announce. When something new appears, Doris writes a report, names the open deals it touches, and tells the people following it. Monitors are shared across your workspace. Everyone can see every monitor and its reports. The person who created a monitor, or a workspace admin, can edit, pause, resume, run or delete it.

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Before you start

Monitors are turned on per workspace. If Monitors is not in your sidebar, ask your Doris contact to enable it. Each workspace can run 50 monitors. Doris support can raise that for a workspace.

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Create a monitor

1

Open Monitors and choose New monitor

Select Monitors in the sidebar, then New monitor.
2

Pick what kind of watch it is

Start from one of four shapes, then complete the sentence:
  • Account trigger events — news at one account that changes how you sell to it.
  • Competitor watch — pricing, packaging and launches from up to three vendors.
  • Regulator watch — one regulator, one subject.
  • Market signal — things companies in a sector must announce publicly.
The sentence you build is the brief. Write it as the headline you hope to read. It is sent as written, so a vague brief gets vague results.
3

Attach accounts, if the watch is about them

Attaching an account from your CRM is what lets a report name the open deals it touches. A watch does not need an account: a regulator or a market signal usually has none.If other monitors already watch the same accounts, Doris shows them and offers Follow instead of a duplicate.
4

Set how often it checks

Daily or Weekly. You can also run a monitor on demand from its card.

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What you get

Reports. A check that finds something writes a report, a document in the monitor’s series with what was found, what changed, and the sources. A check that finds nothing writes no report; it only updates Last checked. Doris drops any finding it cannot trace to a page that says it, so a quiet week means nothing verifiable appeared, not that the monitor is broken. Accounts this touches. When a finding is about an attached account, the report names that account’s open deals, their stage and owner. This is the part you cannot get from a plain web alert. News on the account and the deal. A finding about an attached account also appears as News on that account’s page and on the pages of its deals, so anyone preparing for a call sees it without opening the monitor. Email when there is news. The creator and every follower are told when a report is written. Turn Email me when there is news off on a monitor if you only want to read reports in Doris.

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Follow, pause, reassign

  • Follow any monitor to be told about its reports. Unfollow at any time.
  • Pause a monitor to stop its checks without losing its reports. Resume starts them again.
  • When someone leaves the workspace, their monitors pause. A workspace admin can reassign each one to another member, who can then resume it.

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If something looks wrong

Anything else, write to support@meetdoris.com with the monitor’s name and the time of the check.