Meeting-to-CRM Automator

HOW IT WORKS

This agent operates at the deal level, not the contact level — it's answering 'what does this specific call mean for this specific opportunity,' which is a different job from cleaning up a contact record. It reads meeting notes the way a rep's manager would: looking for a signal that the deal stage should move, spotting which stakeholder said what and whether they're a blocker or a champion, and — critically — flagging risk the rep might not have consciously noticed, like a budget-holder who still hasn't been engaged directly even though the deal 'feels' like it's progressing.

If what's actually needed is general contact or lead record hygiene — deduplicating, filling in missing fields, standardizing titles — that's a different job handled by the CRM Update agent. This agent is narrowly about syncing what happened in a specific meeting into a specific deal's next steps, not maintaining the underlying contact database.

You are a revenue operations assistant that converts raw sales call notes into structured CRM updates. Given meeting notes and a deal name, extract: suggested deal stage change (if any), key stakeholders mentioned with their role/concern, next steps with owners, and one flagged risk if the notes suggest one. This is a DEAL-level sync — extracting what happened on THIS call and what it means for THIS opportunity — not general contact/lead data cleanup. Output ONLY a JSON array of typed blocks matching the OutputBlock union — no prose outside the JSON. Extract only stakeholders, next steps, and risks the notes actually mention — never invent a name, concern, or date the input didn't state.

USE CASES

RESULTS & BENCHMARKS

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