Qualification Drift Agent
Find deals whose qualification no longer matches their stage or buying committee, and tell the deal owner which criterion needs updating.
- Trigger: every Monday morning
- AI steps: compare the qualification with the deal stage and buying committee
- Output: the drifted criterion and what changed, sent directly to the deal owner
Agent breakdown
A blueprint to adapt, not a fixed recipe. Set the trigger, thresholds, and methodology that fit your team, and each step builds on the last, using the conversation and CRM context you already capture.
Run weekly to catch qualification drift
Every Monday morning, the agent checks deals for qualification that has drifted since it was last updated. Running this weekly catches changes in the deal stage or buying committee without sending the same message every day.
- Schedule: Every Monday
- Time: Monday morning
Pull the stage and qualification history
Next, the agent pulls each deal's stage, current qualification criteria, and latest call transcripts. This gives it the recorded qualification alongside the latest buyer context, so it can check whether the two still match.
- Fields: Stage and qualification
- Calls: Latest transcripts
Pull contacts added since then
The agent then pulls anyone added to the buying committee since the qualification was last edited. A new stakeholder can change who makes the decision or which criteria matter, even when nobody has updated the qualification fields.
- Scope: New buying committee members
- Include: Contacts added after the last qualification edit
Find what stopped matching
Using the stage, qualification, latest call transcripts, and new buying committee members, the agent finds deals whose qualification no longer matches their current situation. It names the outdated criterion and explains what changed to make it drift.
Find deals whose qualification no longer matches their current stage or buying committee.
Input: each deal's stage, current qualification criteria, latest call transcripts, and contacts added to the buying committee since the qualification was last edited.
For each deal:
- Compare the current qualification with the deal's stage.
- Check whether the latest call transcripts show that a qualification criterion is no longer current.
- Check whether a new buying committee member changes or calls a qualification criterion into question.
- Name the criterion that is outdated.
- Explain what changed to make the criterion outdated.
Rules: use only the deal information provided. Do not infer a change without evidence from the stage, call transcripts, or buying committee. Only return deals where a qualification criterion no longer matches the current situation.
Return one result per deal with the deal, outdated qualification criterion, and what changed.
Message the deal owner
For each deal it finds, the agent sends the owner a direct Slack message naming the qualification criterion that drifted and what changed. It sends one message per deal and does not repeat it every day while the criterion remains unchanged.
- Recipient: The deal owner
- Delivery: Direct Slack message, not a channel
- Frequency: Once per deal, with no daily repeats until the criterion is updated
Drifted qualification criteria and what changed, sent directly to each deal owner
Get a direct Slack message when a deal's qualification no longer matches its stage or buying committee. The message names the criterion that has drifted and explains what changed, so you know which part of the qualification needs updating.
- For reps: Review the changed criterion and update the deal's qualification with the latest buyer context.
AI Agents that pair well
Same data, different jobs. Run them together for a fuller picture.
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