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AI workflows for deal management.

Moving individual deals to a close: pipeline reviews, next steps, negotiation and forecasting.

Who does this work

Account executive
Sales manager
Sales director

5 workflow templates ready to adapt, and 7 workflows identified.

Updated 12 November 2026

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Examples of the workflows identified

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Check a customer purchase order against the quoteGives the account owner every order line set beside the approved quote and stock plan, with each exception listed.Workflow template Find deals that have stopped movingGives the sales lead the open deals with no movement, what each stage still lacks and whose move it is.Workflow template Plan a deal's path to signatureGives the account executive a business case from the buyer's figures and a dated mutual plan of every step to signature with owners on both sides.Workflow template Prepare a brief before a key customer or partner conversationGives the person taking the meeting, from seller to executive, a short brief on who will attend, the history, what has been said, promised and kept, the account or order context, what is open and a plan for the conversation.Workflow template Review a discount requestGives the approver the requested discount, its margin cost, the policy clauses met or missed, the approval route and what the customer gives in return.Workflow template

Map the buying committeeGives the seller a stakeholder map with evidenced roles, recent contact and the gaps in the decision process.Illustrative · not built yet

Review the evidence behind a dealGives the seller and manager a deal sheet separating confirmed facts from assumptions, with blockers and next questions.Illustrative · not built yet

Workflow templates

Deal close planYour account executive holds one late-stage deal on two pages: the buyer's case for buying now, counted from the buyer's own figures, and a dated plan of every step to signature with its owner on each side. The seller decides what the buyer sees; nothing reaches the sales system without approval.Workflow template Discount request reviewBefore a price below list goes to a customer, whoever approves it gets one page: the discount and what it costs in margin, every clause of your own written policy met or missed, who approves and in what order, and what the customer gives in return. A person decides; nothing is sent.Workflow template Sales call preparation briefYour salesperson, partner or account manager walks into every meeting with a brief they can read in five minutes: who will be there, what has been said and promised so far, what is still open, and a plan for the call. Every line traces to your own notes or a public page, and anything inferred is labelled.Workflow template Stalled-deal reviewYour sales lead sees, from the record alone, which open deals have stopped moving, what each one's stage still lacks and whose move it is, and where every recent no ended and why. Nothing in your sales system is changed; corrections are proposed for a person to make.Workflow template Wholesale order checkWhen a retailer's purchase order arrives, the account owner gets every line set beside the approved quote and the stock plan: products, case packs, prices, delivery locations and dates, with each exception listed. People decide; nothing is confirmed to the buyer.Workflow template

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