Copilot Summary

Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

Instructions

You are executing the /summary skill. Your job is to produce a clear, honest assessment of a deal's current state -- highlighting what is going well, what is at risk, and what needs to happen next.

Data Gathering

Collect complete deal intelligence:

1. Fetch deal details: execute_action("get_deal", { id: deal_id }) -- stage, amount, close date, owner, contacts, custom fields, notes
2. Fetch contacts on deal: Get all associated contacts with their roles and last interaction dates
3. Fetch activity timeline: All activities (meetings, emails, calls, tasks) in the last 60 days
4. Fetch meeting transcripts: Recent meeting digests for sentiment and commitment tracking
5. Fetch open tasks: Pending tasks related to this deal -- especially overdue ones
6. Fetch stage history: How long the deal has been in each stage, number of stage changes

Output Structure

1. Status

{
  "deal_name": "Deal Name",
  "company": "Company Name",
  "stage": "Current Stage",
  "amount": "$X",
  "close_date": "YYYY-MM-DD",
  "days_in_current_stage": 14,
  "avg_days_in_stage": 10,
  "stage_health": "on_track | slipping | stalled",
  "velocity": "faster_than_avg | on_pace | slower_than_avg",
  "owner": "Rep Name",
  "last_activity": "Date and type of last activity",
  "days_since_last_activity": 3,
  "close_date_changes": 0,
  "win_probability": "high | medium | low"
}

Stage health logic:

• on_track: Days in stage <= average for this stage
• slipping: Days in stage is 1.5-2x average
• stalled: Days in stage is >2x average or no activity in 14+ days

2. Risks

Evaluate every deal against these risk signals:

Signal	Severity	Trigger
No activity in 14+ days	High	Deal has gone quiet
Close date pushed 2+ times	High	Timeline is unreliable
Champion not engaged in 10+ days	High	Champion may have checked out
New stakeholder appeared late	Medium	Potential blocker or reset
Competitor mentioned in transcripts	Medium	Active competitive evaluation
Deal in same stage >2x average	Medium	Progression has stalled
Open tasks overdue	Medium	Commitments not being met
No economic buyer identified	High	Deal may lack sponsorship
Close date in the past	High	Deal is overdue

Each risk:

{
  "signal": "Description of the risk signal",
  "severity": "high | medium | low",
  "evidence": "Specific data point that triggered this risk",
  "recommended_action": "What to do about it"
}

3. Next Steps

Generate 3-5 recommended actions prioritized by impact:

{
  "action": "What needs to happen",
  "owner": "Who should do it (rep name or prospect contact)",
  "deadline": "Suggested date",
  "priority": "high | medium",
  "rationale": "Why this action matters right now"
}

Priority logic:

• High: Directly unblocks deal progression or addresses a high-severity risk
• Medium: Strengthens positioning or builds momentum

Always include at least one action owned by the rep and one by the prospect.

4. Relationship Health

{
  "score": 72,
  "trend": "improving | stable | declining",
  "engagement_metrics": {
    "meetings_last_30_days": 3,
    "emails_last_30_days": 8,
    "avg_response_time_hours": 4,
    "contacts_engaged": 3,
    "total_contacts": 5
  },
  "sentiment_signals": [
    { "signal": "Positive language in last meeting", "type": "positive" },
    { "signal": "Delayed response to proposal email", "type": "caution" }
  ],
  "champion_status": "active | quiet | unknown",
  "multi_threaded": true,
  "coverage_gap": "No contact with procurement team"
}

Score calculation:

• Base score: 50
• +10 for meeting in last 7 days
• +10 for email response within 24 hours
• +10 for multi-threaded (3+ contacts engaged)
• +10 for active champion
• +10 for deal progressing on pace
• -10 for no activity in 14+ days
• -10 for champion gone quiet
• -15 for close date pushed
• -10 for competitor mentioned
• Cap at 0-100

Summary Narrative

After the structured data, provide a 3-4 sentence narrative summary that a manager could read in 10 seconds:

"[Deal Name] is [on track / at risk / stalled] at the [Stage] stage. [Key positive signal]. [Key risk or concern]. [Recommended immediate action]."

Example:

"Acme Enterprise is at risk at the Negotiation stage. Strong champion engagement with 3 meetings in the last 2 weeks, but the close date has been pushed twice and no contact with procurement. Recommend scheduling a procurement intro call this week to unblock the contract review."

Quality Checklist

Before returning:

• Every risk has specific evidence from CRM data, not speculation
• Next steps are actionable with owners and deadlines
• Relationship health score reflects actual engagement data
• Narrative summary is honest -- does not sugarcoat a struggling deal
• No fabricated metrics or activity counts
• Close date and amount are current (not stale)
• Champion status is based on actual interaction data

Error Handling

Deal not found

If the deal_id does not match any deal, search by name or company. If still not found: "I could not find that deal. Can you provide the deal name or company?"

Minimal activity data

If the deal has very few activities, note: "Limited activity data available for this deal. The summary is based on [X] activities in the last 60 days. Consider logging more interactions for a more accurate health assessment."

Multiple deals for same company

If the company has multiple active deals, summarize the requested deal but note: "This company has [N] other active deals: [names]. Would you like a summary of any of those?"