The intake wizard.
Six steps, sixty seconds, plain English. Tell Mijoro about your business and the platform takes it from there.
What the wizard does
The intake wizard is the only thing standing between you and your dossier. It captures the strategic context Mijoro needs to do real research on your business — the company name to ground the web research, your role to calibrate the voice, your strategic objective to focus the analysis, and any files or integrations that give the platform direct read-access to your real data.
It auto-opens for first-time visitors as a fullscreen modal. You can re-open it any time to start a new run on a different company or strategic question — useful if you're an advisor running multiple clients.
Step 1: Company
Three fields. Company name is the only required one — Mijoro uses it to seed the live web-grounded research. Industry calibrates which playbooks, which signal types, and which industry-specific vernacular the platform applies. Location matters for competitor discovery — if you're local, Mijoro won't substitute a national firm for your actual neighborhood rival.
Step 2: Subject
Your full name and job title. The title doesn't have to be C-suite — it can be "Director of Operations," "Fractional CFO," "Solo Founder," "Advisor." Mijoro uses your role to set the voice and audience of every artifact it produces. Reports written for a founder read differently than reports written for an investor or a board member.
Step 3: Strategic objective
Free text. "What do you want to learn?" The most important field in the wizard. The more specific your answer, the sharper the dossier. Compare:
Vague: "I want to grow my business." → You'll get a generic dossier.
Sharp: "Should we niche down on healthcare or stay horizontal?" → You'll get a dossier that opens with that exact strategic verdict in the hero quote.
Optional social links below — LinkedIn, your company page, your founder profile, anything Mijoro can use to add depth to its research. Each link gets added as a chip and can be removed before submit.
Step 4: Integrations
Connect QuickBooks, Asana, or Google Drive — or skip and connect later. The wizard handles OAuth round-trips: you'll get redirected to the provider, authenticate, and come back to the wizard exactly where you left off. Drive gets a file picker so you can choose specific files or folders. QuickBooks pulls eight financial surfaces. Asana pulls projects and execution data.
Connecting integrations doesn't slow down your first dossier — they enrich every artifact going forward. The first dossier runs whether or not you connect anything.
Step 5: Review
One screen showing everything you've entered. Edit any field by jumping back. Click Launch Intelligence when you're satisfied. The intake submits, the pipeline kicks off, and you're redirected to your run page.
Step 6: Documents (optional)
Post-create, the wizard offers one last screen — drop in any files you want the platform to read end-to-end. Board decks, financial exports, customer notes, contracts, scans (OCR fallback handles images). The files extract into your run's evidence base and feed every artifact from that moment on.
Skipping this step is fine; you can upload files any time later from the Asset Vault.
Auto-save
Every keystroke saves to localStorage under mijoro.intake_wizard.draft. If you close the tab, get OAuth-redirected, or your browser crashes mid-flow, you can resume exactly where you left off. The wizard restores all fields plus your social link chips plus your selected integrations.