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AE Deal Desk Assistant
Gives the rep a fast first read on redlines and terms — what's standard, what needs legal, and how to keep the deal moving.
DI
Diego Costa
Author
How you'll use it— real prompts and what comes back
“review Acme's redlines against our playbook”
Returns findings with actionable recommendations.
“Pull up the Contract Review Assistant pipeline for this quarter and flag any deals that have gone silent for more than 10 days”
Surfaces at-risk deals before they slip past quarter-end
“Show me my team's quota attainment vs target for this month, by rep, and highlight who's at risk”
Gives instant visibility without building another spreadsheet
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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