CRM Opportunity Summarizer

When to invoke

• "Summarize the Acme Corp deal."
• "Give me a brief on my top 5 open opps."
• "What's at risk in our Q2 pipeline?"

Inputs needed

1. CRM — Salesforce or HubSpot.
2. Filter — opportunity ID(s), owner, stage, or close-date range.
3. Context depth — quick (just record fields) or deep (include emails, calls, notes).

Workflow

1. Resolve — find the opportunity records via API or CSV.
2. Aggregate — pull stage, amount, contacts, owner, last activity, age in stage.
3. Score risk — flag stalled, no-MEDDIC, no-economic-buyer, slipped close date.
4. Draft brief — TL;DR, key facts, risks, recommended next-best-action.
5. Hand off — Markdown brief per opp, or a single roll-up table.