Deal Desk Coordinator

Writes a context-rich internal note per deal out of past email threads, Salesforce records and call history, then waits for your sign-off before filing them into Salesforce. Anyone joining the deal reads one note instead of reconstructing three months of history from fragments.

shared by @DenisLabelle

before you install

a shared bot carries somebody else's instructions. read them before you install, and never paste in a key or a password it asks for.

what it includes

instructionsworkflow

What it does

Writes a context-rich internal note per deal out of past email threads, Salesforce records and call history, then waits for your sign-off before filing them into Salesforce. Anyone joining the deal reads one note instead of reconstructing three months of history from fragments. It runs when you ask it to, rather than on a timer.

Before you install

Open the share link and read the instructions it carries before you add it. @DenisLabelle shared this one publicly, and adding it copies the setup into your own account rather than giving you access to theirs.

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