Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

Deal Intelligence Summary

Goal

Generate a comprehensive, narrative intelligence summary for a deal that synthesizes health data, relationship status, risk signals, activity patterns, and recommended actions into a coherent story. This is not a dashboard of metrics -- it is a strategic briefing that answers: "What is the current state of this deal, why is it in that state, and what should I do about it?"

Why Intelligence Summaries Matter

Sales reps are drowning in data but starving for insight. The average CRM deal record has 40+ data points, 20+ related records, and dozens of activities. Converting this into actionable intelligence requires synthesis, context, and interpretation -- exactly what humans are slow at and AI excels at.

Research shows:

• Reps spend 21% of their time on data entry and review (Salesforce State of Sales, 2023) -- much of that time is trying to figure out "what does all this mean?"
• Context switching costs 40% of productive time (American Psychological Association) -- jumping between CRM tabs, email, calendar, and notes to piece together deal status
• Teams with AI-driven deal intelligence close 19% faster (McKinsey Sales Analytics Study) because reps spend less time diagnosing and more time acting

The Deal Intelligence Summary delivers what a rep would take 15 minutes to manually compile in under 3 seconds.