Skills for the work
that matters
Every capability is a skill crafted for a specific job and tuned to how your company actually works so what your agents produce fits your business, not a generic template.
Create Deal Room
Builds a ready-to-share deal room for a named opportunity: buying committee mapped, mutual action plan drafted, resources matched and access configured.
Overview
Invoke /create deal room. If the opportunity is not specified, Deal asks which deal to use. Deal pulls the opportunity and contacts from the CRM, reads buyer questions and commitments from emails and call recordings, and finds the relevant approved resources in Paperflite. It then builds the room around what this buying group needs to move forward.
Capabilities
- Resolves the named opportunity and asks for it when missing
- Pulls the opportunity record, contacts, notes and buyer conversations
- Maps the buying committee using contact roles and call evidence
- Identifies likely economic buyers and unresolved stakeholder concerns
- Drafts a mutual action plan with milestones, owners and dates
- Matches approved resources to the questions raised by each stakeholder group
- Applies approved brand assets and organizes the room into buyer-facing sections
- Configures participant access and NDA requirements for confidential resources
Example output
Acme Corp Deal Room
Agent workflow
Step 1: Invoke and resolve the opportunity
The rep enters /create deal room; Deal asks which opportunity to use when it is not supplied
Step 2: Retrieve the deal context
Pulls the opportunity, associated contacts, deal notes, buyer conversations and content engagement. Example tools: HubSpot · Apollo · Fireflies
Step 3: Map the buying committee
Connects contact roles with evidence from emails and calls to identify stakeholder relationships, concerns and likely economic buyers
Step 4: Build the action plan
Extracts milestones, owners and dates from calls, deal notes and shared plans
Step 5: Match the resources
Selects approved proposals, technical documentation, security material and other content relevant to each stakeholder group
Step 6: Assemble the room
Applies approved branding and organizes the selected resources into buyer-facing sections
Step 7: Configure access
Sets participant access and applies NDA requirements to designated confidential material
Step 8: Return the room
Delivers the completed deal room to the rep, ready to review and share
Browse the Library
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