Sourcing Dashboard

AI-powered company discovery and sourcing workflows

Overview

The Sourcing Dashboard enables users to discover and source companies using AI-powered search through Exa’s semantic search engine.

Route: /sourcing

Key Features

• Natural language search
• Advanced filtering
• Company intelligence
• Save to CRM
• Bulk operations

Search Interface

function SourcingSearch() {
  const [query, setQuery] = useState('')
  const [results, setResults] = useState([])
  const [isSearching, setIsSearching] = useState(false)

  const handleSearch = async () => {
    setIsSearching(true)

    const response = await fetch('/api/sourcing/search', {
      method: 'POST',
      headers: {
        'Authorization': `Bearer ${token}`,
        'Content-Type': 'application/json'
      },
      body: JSON.stringify({
        query,
        limit: 20
      })
    })

    const data = await response.json()
    setResults(data.results)
    setIsSearching(false)
  }

  return (
    <div className="space-y-4">
      <div className="flex gap-2">
        <Input
          placeholder="e.g., B2B SaaS companies in healthcare with 50-200 employees"
          value={query}
          onChange={e => setQuery(e.target.value)}
          onKeyPress={e => e.key === 'Enter' && handleSearch()}
        />
        <Button onClick={handleSearch} disabled={isSearching}>
          {isSearching ? 'Searching...' : 'Search'}
        </Button>
      </div>

      <div className="grid gap-4 md:grid-cols-2 lg:grid-cols-3">
        {results.map(company => (
          <CompanyCard key={company.domain} company={company} />
        ))}
      </div>
    </div>
  )
}

Company Cards

function CompanyCard({ company }: Props) {
  const [isSaving, setIsSaving] = useState(false)

  const saveToCRM = async () => {
    setIsSaving(true)

    await fetch('/api/sourcing/save-to-crm', {
      method: 'POST',
      headers: {
        'Authorization': `Bearer ${token}`,
        'Content-Type': 'application/json'
      },
      body: JSON.stringify({ company_data: company })
    })

    toast.success('Company added to CRM')
    setIsSaving(false)
  }

  return (
    <Card>
      <CardHeader>
        <div className="flex items-start justify-between">
          <div>
            <CardTitle>{company.name}</CardTitle>
            <CardDescription>{company.domain}</CardDescription>
          </div>
          <Badge>{company.relevance_score.toFixed(2)}</Badge>
        </div>
      </CardHeader>
      <CardContent>
        <p className="text-sm text-muted-foreground line-clamp-3">
          {company.description}
        </p>

        <div className="mt-4 space-y-2 text-sm">
          <div className="flex items-center justify-between">
            <span className="text-muted-foreground">Industry:</span>
            <span className="font-medium">{company.industry}</span>
          </div>
          <div className="flex items-center justify-between">
            <span className="text-muted-foreground">Revenue:</span>
            <span className="font-medium">
              ${(company.estimated_revenue / 1000000).toFixed(1)}M
            </span>
          </div>
          <div className="flex items-center justify-between">
            <span className="text-muted-foreground">Employees:</span>
            <span className="font-medium">{company.estimated_employees}</span>
          </div>
        </div>
      </CardContent>
      <CardFooter>
        <Button
          className="w-full"
          onClick={saveToCRM}
          disabled={isSaving}
        >
          {isSaving ? 'Saving...' : 'Add to CRM'}
        </Button>
      </CardFooter>
    </Card>
  )
}

Next Steps

Sourcing API

API documentation

Companies API

Manage sourced companies