This guide is for team members whose admin has already added CTD to the workspace. You don't need to configure anything — just connect your personal CTD account and you're ready to go.

Prerequisite: Your workspace admin needs to add CTD to your Claude workspace first. If CTD doesn't appear in your Connectors list, ask your admin to follow the admin setup guide.

Step 1: Open Connectors

In Claude, click Customize (bottom-left) and select Connectors. You'll see a list of all connectors available in your workspace.

Step 2: Connect CTD

Find Connect The Dots in the list and click Connect.

Step 3: Authorize access

You'll be taken to CTD's authorization screen. Sign in to your CTD account if prompted, then click Allow access.

CTD will request two permissions:

  • Read — find warm paths, look up contacts and companies, track job changes.
  • Write — draft and send ghost emails, update path stages, import LinkedIn connections.

That's it — CTD is now connected and you can start using it directly from Claude.

Try it

Start with a simple prompt to make sure everything is working: "Find warm paths to [company name]." See Example prompts and workflows for more ideas.

You can revoke CTD's access at any time from your CTD account settings.