Pro features → Set up your company profile
Pro feature

Set up your company profile

Save your company profile once, and every report will start with it — so you don’t have to re-enter your details for each request.

Pro◷ ~2 min readUpdated July 2026
  1. 1

    Connect APiM Galaxy to your assistant

    Add the connector to Claude, ChatGPT, or Claude Code using the MCP URL. You can find instructions for each assistant on the connector page.

  2. 2

    Sign in — and be on Pro

    Saving a company profile is a feature exclusive to Pro accounts. Free accounts can still run full reports. See plans.

  3. 3

    Tell your assistant about your company

    The easiest method is to provide your website URL and ask your assistant to set up your profile. It will read the page content, sort the information into the nine fields below, and save it. You can also simply describe your company in a sentence or two.

    ❯Paste to your assistant
    Here's my company website: https://your-company.com (and /about, /customers). Please set up my APiM Galaxy profile from these pages.

    Replace this with your own website. You can include multiple page URLs — providing more context will result in a more complete profile.

  4. 4

    Check or edit your profile anytime

    Open your account → Your saved profile to see what’s stored. Edit any field, or blank a field to clear it.

    ▸The Your saved profile editor at /connector/account — edit any field, or blank one to clear it.
  5. 5

    Every report now starts from your profile

    Going forward, each report will automatically use your saved profile. For a one-time change, just specify the new details in your request — anything you provide in a prompt will override the saved default for that report.

The nine profile fields

Your assistant will populate the following nine fields. All fields are optional, and you can edit them at any time:

Profile fields9 · all optional
My company
The company reports are written for — your side of the deal.
Objective
What you are usually after — e.g. partnership, reseller, acquisition.
Focus
Your target segment or lens, if you have a consistent one.
Differentiators
What your company is uniquely strong at — grounds the pitch.
Reference customers
Named customers or case studies you can cite.
Deal size
Typical or target deal size.
Deal timeline
Timeline or urgency you usually work to.
Deal constraints
Budget, geography, compliance, exclusivity — anything that shapes a deal.
Decision structure
How buying decisions are made on your side — who signs.

It’s okay to have a partial profile. Consider saving the details that are consistent across your deals and leaving the others blank — the connector will use any saved information.

Need help? Reply to any APiM Galaxy email, or browse the connector FAQ.