CRM Opportunity Summarizer
When to invoke
- "Summarize the Acme Corp deal."
- "Give me a brief on my top 5 open opps."
- "What's at risk in our Q2 pipeline?"
Inputs needed
- CRM — Salesforce or HubSpot.
- Filter — opportunity ID(s), owner, stage, or close-date range.
- Context depth — quick (just record fields) or deep (include emails, calls, notes).
Workflow
- Resolve — find the opportunity records via API or CSV.
- Aggregate — pull stage, amount, contacts, owner, last activity, age in stage.
- Score risk — flag stalled, no-MEDDIC, no-economic-buyer, slipped close date.
- Draft brief — TL;DR, key facts, risks, recommended next-best-action.
- Hand off — Markdown brief per opp, or a single roll-up table.
Output format per opportunity
## <Account> — <Opportunity Name>
**Stage:** ... | **Amount:** $... | **Close:** YYYY-MM-DD | **Owner:** ...
**TL;DR:** <one line>
**Key contacts:** ...
**Recent activity:** <last 3 touches>
**Risks:**
- ...
**Next best action:** <specific, owned, dated>
Guardrails
- Never invent contacts, amounts, or dates not in the source data.
- If MEDDIC/BANT fields are missing, state "missing" — do not infer.
- Mark records with no activity in 14+ days as "stalled".
Reference code
summarize.py reads from Salesforce REST, HubSpot CRM API, or a CSV export and emits Markdown briefs.
1---2name: crm-opportunity-summarizer3description: Use when a sales rep or RevOps lead needs a concise opportunity summary from Salesforce or HubSpot — pulling stage, amount, contacts, recent activity, and risks, then producing a deal brief and recommended next-best-action.4---56# CRM Opportunity Summarizer78## When to invoke9- "Summarize the Acme Corp deal."10- "Give me a brief on my top 5 open opps."11- "What's at risk in our Q2 pipeline?"1213## Inputs needed141. **CRM** — Salesforce or HubSpot.152. **Filter** — opportunity ID(s), owner, stage, or close-date range.163. **Context depth** — quick (just record fields) or deep (include emails, calls, notes).1718## Workflow191. **Resolve** — find the opportunity records via API or CSV.202. **Aggregate** — pull stage, amount, contacts, owner, last activity, age in stage.213. **Score risk** — flag stalled, no-MEDDIC, no-economic-buyer, slipped close date.224. **Draft brief** — TL;DR, key facts, risks, recommended next-best-action.235. **Hand off** — Markdown brief per opp, or a single roll-up table.2425## Output format per opportunity26```27## <Account> — <Opportunity Name>28**Stage:** ... | **Amount:** $... | **Close:** YYYY-MM-DD | **Owner:** ...2930**TL;DR:** <one line>3132**Key contacts:** ...3334**Recent activity:** <last 3 touches>3536**Risks:**37- ...3839**Next best action:** <specific, owned, dated>40```4142## Guardrails43- Never invent contacts, amounts, or dates not in the source data.44- If MEDDIC/BANT fields are missing, state "missing" — do not infer.45- Mark records with no activity in 14+ days as "stalled".4647## Reference code48`summarize.py` reads from Salesforce REST, HubSpot CRM API, or a CSV export and emits Markdown briefs.
sisodiabhumca