Run deal review

When: a pipeline check — you want to find stalled deals and the next action for each.

Say this to your agent

Show stalled deals and the next action for each, fill any qualification or stakeholder gaps, and create a follow-up task for every deal that needs one this week.

What runs

The deal-triage skill reviews the pipeline in parallel, flags at-risk and under-qualified deals, and proposes the next action per deal.

Underneath: inspect_pipeline for the overview and get_deal_360 for full deal context (stakeholders, activity, notes); manage_deal to update stage, value, next step, and stakeholders; and the tasks tools to create dated follow-ups.

What good looks like

Every open deal has a current stage, a named next step, stakeholder coverage, and a dated follow-up task. Nothing is sitting silently in negotiation with no next move.