Mutual Action Plan Agent

Once a deal enters evaluation, the agent runs after every call from that point onward. This keeps the mutual action plan tied to the latest buyer conversation instead of leaving it as a document written once at the start.

• Trigger: A deal enters evaluation
• Scope: Every call from evaluation onward

Next, the agent pulls the calls held since the deal entered evaluation. These conversations contain the milestones, owners, and dates agreed out loud, including details that were never written into the opportunity.

• Include: Calls from evaluation onward
• Exclude: Calls held before the deal entered evaluation

The agent lists every milestone agreed on the evaluation calls, along with its owner and date. It marks milestones that were agreed without a date so the updated plan shows where the timeline is still open.

Using the milestones from the calls, the agent rebuilds the mutual action plan. It merges new commitments into the existing plan, keeps completed items, marks what slipped, and records any milestone that is no longer part of the agreed plan instead of silently dropping it.

Next, the agent writes the rebuilt mutual action plan to the opportunity. It keeps one plan per deal and saves each update as a new version, so you can see how milestones, owners, and dates changed over time.

• Update: The mutual action plan on the opportunity
• Versioning: Keep the plan's change history on the opportunity

If the plan changed, the agent sends the updated version to the rep. The buyer can also receive it when included, while calls that changed nothing do not create another email.

• Recipient: The rep on the deal
• Optional recipient: The buyer
• Send condition: Only when the mutual action plan changed