dashbook
Use / Marketing & sales

Marketing & sales.

Brand voice for emails, partner-co-branding rules for decks, logos at any URL. Plus the Dashbook Connector in claude.ai — Claude reads the voice rules and drafts copy on-brand without you pasting prompts.

1. Voice + tone (the most useful thing here)

If you only learn one thing from Dashbook: the Dash.fi voice rules.

  • Sentence case. Always. Even headings. Especially CTAs.
  • No exclamation marks. No "Hooray!" or "Welcome!". Confidence carries the celebration.
  • No emoji. In emails, decks, app copy, social. Restraint over enthusiasm.
  • Numerals, not words. "5 cards" not "five cards". Currency prefixed with the symbol: $1,234.00.
  • "You" for users, "we" for company. Direct, plural-first.

Full rules + 9 good examples + 5 bad examples + 5 before/after rewrites at /brand/voice. Or call marketing_get_brand_voice via the Dashbook Connector in claude.ai.

2. Drafting copy with claude.ai

Easiest path: enable the Dashbook Connector in your claude.ai workspace, then just write what you need. Claude reads the brand voice automatically.

markdown 
# In claude.ai (with the Dashbook Connector enabled):

"Draft a launch email for our new credit card refresh. On-brand."

# Claude will:
# 1. Call marketing_get_brand_voice() — gets the tone rules
# 2. Call marketing_get_partner_kit() if partner-co-branded
# 3. Write the email in Dash.fi voice, sentence case, no exclamations, no emoji

Don't have the Connector? Ask your admin to enable it under Organization settings → Connectors. Setup recipe at /use/dev.

3. Logos + assets at fingertips

Every brand asset is at a stable URL. No login, no Dropbox, no DAM. Copy a URL into a deck or email and the SVG renders inline.

bash 
# Wordmark SVG (any colorway, any size, any format)
https://brand.dash.fi/api/logo/wordmark/jade?format=svg&size=400
https://brand.dash.fi/api/logo/wordmark/jade?format=png&scale=2
https://brand.dash.fi/api/logo/wordmark/white-on-ink

# App icon
https://brand.dash.fi/api/logo/app/jade?format=png&size=256
https://brand.dash.fi/api/logo/app/cobalt?format=svg

# Card art (MDES tokenization assets)
https://brand.dash.fi/api/card/jade/preview?format=png

# Available colorway presets:
# Wordmark: jade · jade-dark · ink · cream-on-jade · white-on-ink · white-on-cobalt · black · transparent
# App:      jade · cobalt · ink · cream · white · black

Or use the configurator at /brand/logo — pick a colorway + size + format, hit download. Bundle download (all colorways at once) is a "Download all" button on the same page.

4. Partner co-branding

Customer co-brand badges, Powered-by-Dash lockups, do/don't rules — the kit for any partner-facing surface.

  • /press has the full partner kit — 3 Powered-by-Dash badge variants, customer logo lockups, 8 co-branding do/don't rules.
  • The MCP tool marketing_get_partner_kit returns the structured data — useful when drafting in claude.ai.
5. Legal disclosures

FDIC, partner-bank, card-issuance — copy that's been compliance-reviewed.

  • /press has the canonical disclosures: TransPecos Banks SSB + Patriot Bank N.A. (issuing banks for Mastercard cards), Visa Global Services, Currency Cloud, FinCEN + FINTRAC MSB registrations.
  • MCP: marketing_get_legal_disclosure({ kind: "deposit-fdic" }) returns the disclosure text + which partner/regulator it relates to.
  • Always use the canonical text. Compliance-reviewed copy is not a place to paraphrase. Copy + paste.
6. When you need new copy

The Dashbook system covers tone + a lot of stock language. For genuinely new copy, the loop:

  1. Describe what you're drafting to claude.ai (with the Dashbook Connector enabled).
  2. Claude pulls the voice rules + any relevant partner/legal data via MCP.
  3. It writes a draft on-brand.
  4. You edit + ship.

If you find yourself fighting Claude on tone, the voice rules might be missing a case worth documenting. File an issue in FunnelDash/core (internal).