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Deal Inspector

Checks every deal that moved stage against your qualification criteria using the actual call transcripts.

By Jon Grigull

View on x.ai ↗Source ↗

What it does

Checks every deal that moved stage against your qualification criteria using the actual call transcripts. Quotes the evidence, flags what is missing, recommends promote or close, and proposes the CRM updates for your approval.

How to use this template

  1. Review the original. Open the source to read the full instructions and check the tools it needs.
  2. Add it to your workspace. Follow the source link for availability and any sharing instructions. This listing has no direct import ID.
  3. Give it a first task. Adjust the instructions and connect the accounts needed for your own workflow.
Read the template guide →

Published capabilities

These details come from the source. Missing information is not a statement that a capability is absent.

Skills 4

  • crm-writeback
  • getting-started
  • qualification-frameworks
  • stage-gate-audit

Routines 1

  • Friday stage audit

Memories

3

Before you add it

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