How Lane finds Opportunities
On a schedule, Lane reviews your Signals with your workspace Context in mind: your company, your Priorities, what’s Not now, and the customers you care about most. It looks at which problems are growing, which are backed by key or at-risk accounts, and which fit what you’re working on, and builds Opportunities from the Signals that make the strongest case together. As new Signals arrive, Lane adds them to the Opportunities they strengthen, and it sets aside anything you’ve marked Not now. The better your Context, the sharper the Opportunities. If they feel off target, update your Priorities and Not now first. Schedule at the top of the Opportunities page sets how often Lane looks: daily or weekly. Scheduled runs are skipped when nothing has changed, and skipped runs cost no credits. To look right away, choose Run now; this uses AI credits and needs a handful of Signals to work with. You can also ask Lane in chat to create an Opportunity or add Signals to one, for example “group the SSO Signals into one Opportunity”, and Automations can create and update them as part of their work.Working the list
The list is split by status: New, Watching, Accepted and Not interested. Each row shows the summary, how many customers are affected, the revenue behind them, and when it last had activity. A Matches priority chip means Lane judged it in scope of your Priorities.Inside an Opportunity
Open an Opportunity to see the evidence in one place:- Feedback, Customers and Revenue Impact. The totals across all its Signals, with each customer counted once even when they appear in several Signals.
- Who this is happening to. The accounts most affected, with their revenue, tier and status, so you can see at a glance whether key or at-risk accounts are in it.
- What you’d be taking on. Each Signal in the Opportunity, with the work that would fix it, how fast it’s growing, and the customers behind it. Open a Signal to read the feedback itself. If a Signal doesn’t belong, hover over it and choose Unlink.
Deciding what to do
Change the status from the menu at the top of the page.
When you’re ready to act, choose Create Doc. Use Lane drafts a Doc from every Signal in the Opportunity and the feedback behind them, with the customers and revenue attached, so the brief starts grounded in evidence. Write it myself starts a Doc with the Opportunity’s name and summary.
Creating a Doc marks the Opportunity Accepted. Accepting an Opportunity, whether through a Doc or by hand, also accepts its open Signals and moves their feedback into progress, so one decision carries through everything underneath it.
Star an Opportunity to add it to your favorites. Deleting one removes only the grouping: its Signals stay, and Lane can group them again later.
FAQs
Q: Why isn’t every Signal in an Opportunity?A: Opportunities are a short list of the decisions worth your team’s time. Lane brings forward only the Signals that make a strong case together, judged by your priorities, your key customers and the demand behind them. Q: Can I create an Opportunity myself?
A: Ask Lane in chat to create one or to add Signals to an existing one. Otherwise Lane finds them on your schedule, or when you choose Run now. Q: How do Priorities and Not now affect Opportunities?
A: Lane uses your Priorities to judge what’s worth recommending and to mark Opportunities that match, and sets aside Signals that match something you’ve said is Not now. Update them in Context. Q: Does finding Opportunities use credits?
A: Yes, each run uses AI credits. Scheduled runs are skipped at no cost when nothing has changed; Run now always runs. Q: What happens to the Signals if I delete an Opportunity?
A: Nothing. They stay as they are, and Lane can group them again later.