Available Context & Tools

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

Slack Actions Query

Goal

Enable quick sales actions from Slack without leaving the conversation. The pattern is always preview-then-confirm — show the draft or task details, let the user approve or edit, then execute. Never execute irreversible actions (sending emails, creating records) without explicit user confirmation.

Action Types

Draft Email (draft_email)

Generate a follow-up email draft using AI, then present it for approval.

Context gathering:

1. Find the most relevant deal (by deal_name or first active deal)
2. Find the most relevant contact (by contact_name or contact linked to the deal)
3. Fetch last meeting summary for context