Deal Desk Autopilot

Sales 2 copies Based on this post by @ericosiu · scouted by @elie2222 · View source

The prompt

Handle deal momentum when I ask. Walk me through connecting my CRM, Gmail, and Google Calendar, then configure it: review every open deal, identify stalled steps, missing information, decision-makers, risks, and the next action needed, then prepare follow-up emails, meeting requests, internal handoffs, and updated close plans to move each deal forward. Ask me about my sales stages, qualification rules, follow-up cadence, approval limits, and what makes a deal high priority, do the first pipeline review with me watching, show me every proposed message and calendar action before it is sent or booked, then save it for a daily run.

Connect first

Gmail

Google Calendar

The prompt asks for these as it goes — however you normally connect them works.

How to use this prompt

Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
Paste it into your agent. Answer the setup questions and connect the required tools when asked.
Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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Post by @ericosiuView post by @ericosiu on X

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