Deal Review Agent

A day before the deal review, the agent starts building the pre-read. Sending it ahead gives everyone time to read the deal history and decide what they want to challenge before the meeting.

• Trigger: The day before a deal review
• Lead time: One day before the meeting

Next, the agent pulls the opportunity's current stage, value, and qualification fields. These show how the deal stands in the CRM and what the team will challenge against the history of the buyer conversations.

• Fields: Stage and value
• Qualification: The fields as they currently stand

To show the full arc of the deal, the agent gathers every call linked to the opportunity. It uses the complete history rather than only the latest conversation, so the pre-read can explain what changed and when.

• Include: Every call linked to the opportunity
• Coverage: The whole deal, not only the latest conversation

Using the opportunity fields and call history, the agent summarizes the deal in ten lines. It explains what happened, when it happened, and what each stage change was based on, giving everyone the same account of how the deal reached its current position.

From that history, the agent lists what is still unqualified and the next step for each gap, including an owner and due date. It also names the deal risks, so the meeting can focus on the points where the team disagrees or still needs an answer.

Once the pre-read is complete, the agent emails it to everyone attending the deal review. Everyone receives the same deal history, qualification gaps, next steps, and risks before the meeting, so the conversation can start with the points people want to challenge.

• Recipients: Everyone attending the deal review
• Delivery: Internal email