multi-thread-deals

Instructions

State check. This skill assumes funnel stages and deal data are available, and that the org has a buying-committee persona model defined. Load funnel stages and recent deals via the CRM, and check that personas exist. If funnel stages aren't defined or no CRM is connected, route the user to pipeline review setup first. If personas aren't defined, surface that — without a buying committee model this skill can't tell which roles are missing.

What this skill does

Find single-threaded (or under-threaded) open deals. Identify the missing persona(s) per deal. Find the right contact at the company for each missing persona. Recommend an introduction or direct outreach.

Step 1 — Find under-threaded deals

hubspot-search-objects (object: deals) filtered to open mid-to-late-stage, owner = user (or org-wide). Page size 20.

For each deal, pull associated contacts via hubspot-get-engagements. Count contacts with engagement in the last 30 days. Flag deals with:

• Critically thin — 1 active contact.
• Thin — 2 active contacts.
• OK — 3+ active contacts.