Obsolete Email and Dashboard References Report

Generated: 2025-01-25 18:00 UTC
Status: Complete
Verified:

Executive Summary

This document identifies obsolete references to dashboards and email configurations throughout the documentation. Many references to "dashboard" features need to be updated to reflect the API-first approach, and email templates contain outdated URLs and features.

Key Findings

1. Dashboard References to Update

High Priority - User-Facing Documents

docs/pricing.md

• Line 208: "Usage dashboard" listed as Pro feature
• Should be: "Usage API access"

Email Templates (in code)

• unified-api/lib/email-gmail-api.js:
  • Line 211: " Usage dashboard" in free tier email
  • Line 308: " Usage dashboard to track your conversions" in pro tier email
  • Line 324: Links to /dashboard URL
  • Line 364: "View Dashboard: https://convert-to-markdown.knowcode.tech/dashboard"

docs/setup/webhook-api-key-implementation.md

• Multiple references to dashboard access as a feature
• Line 282: " Usage dashboard access"
• Line 288: "View your dashboard: https://convert-to-markdown.knowcode.tech/dashboard"

Medium Priority - PRD Documents

docs/prd/prd-monitoring-analytics.md

• Contains internal monitoring dashboard references (OK - these are for ops team)
• Line 368-370: "Usage Dashboard" interface spec needs clarification it's via API

docs/prd/prd-commercial-features-pricing.md

• Line 205: "Reseller dashboard" - future feature
• Line 220: "Real-time usage dashboard" - should be "usage API"

docs/launch/launch-strategy-todo.md

• Line 114: "Billing Dashboard" marked as
• Line 417: "Set up authentication system and user dashboard"

2. Email System References to Update

Incorrect URLs in Email Templates

Welcome Email - Free Tier

• Line 202: Points to old standalone function URL:

  curl -X POST https://convert-to-markdown.knowcode.tech/xlsx-converter
  

  Should be:

  curl -X POST https://api.convert-to-markdown.knowcode.tech/v1/convert/excel-to-json
  

Welcome Email - Pro Tier

• Line 318: Same issue with standalone function URL
• Line 324: Dashboard URL that doesn't exist
• Line 364: Dashboard URL in plain text version

Obsolete Email Configuration

docs/setup/email-setup-comprehensive-guide.md

• References dashboard features that don't exist
• Line 271-272: Dashboard link CTAs

3. Correct References (No Change Needed)

These references are appropriate and should remain:

1. Internal Monitoring Dashboards (Grafana, ops dashboards) - These are for internal team use
2. Stripe Dashboard references - External service
3. Future Dashboard mentions in roadmap documents
4. Analytics Dashboard for internal metrics

Recommended Updates

Immediate Actions

1. Update Email Templates

   // Replace in welcome emails:
   // OLD: "📊 Usage dashboard"
   // NEW: "📊 Usage API for tracking"
   
   // OLD: https://convert-to-markdown.knowcode.tech/xlsx-converter
   // NEW: https://api.convert-to-markdown.knowcode.tech/v1/convert/excel-to-json
   
   // Remove: Dashboard links
   // Add: Usage API documentation links
   

2. Update pricing.md

   • Change "Usage dashboard" to "Usage API access"
   • Update feature comparison table

3. Update webhook documentation

   • Remove dashboard access references
   • Focus on API-based usage tracking

Documentation Strategy

1. Clear Distinction:

   • Internal dashboards = OK (Grafana, monitoring)
   • Customer dashboard = Not implemented (use API instead)
   • Stripe dashboard = External service (OK)

2. Consistent Messaging:

   • "We provide an API-first approach"
   • "Track usage programmatically via our Usage API"
   • "Build your own dashboard with our data"

3. Update Templates:

   • Create standard language for "no dashboard" explanation
   • Emphasize API flexibility over fixed UI

Files Requiring Updates

Critical (Customer-Facing)

1. unified-api/lib/email-gmail-api.js - Email templates
2. docs/pricing.md - Feature list
3. docs/api.md - Ensure no dashboard references

Important (Documentation)

1. docs/setup/webhook-api-key-implementation.md
2. docs/prd/prd-commercial-features-pricing.md
3. docs/launch/launch-strategy-todo.md

Low Priority (Internal/Future)

1. PRD documents mentioning future dashboards
2. Internal monitoring dashboard references
3. Roadmap documents

Conclusion

The main issues are:

1. Email templates pointing to non-existent dashboard URLs
2. Marketing materials listing dashboard as a current feature
3. Documentation mixing internal monitoring dashboards with customer-facing features

Priority should be given to updating customer-facing content (emails and pricing page) to accurately reflect the API-first approach and remove references to non-existent dashboard features.