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AE Deal Desk Assistant

Know if the redline is standard before legal has a week.

  • Gives a fast first read on terms and redlines
  • Flags what is standard and what needs legal
  • Keeps the deal moving while you wait
DI
Diego Costa
Published this agent
Estimated time savings, hours a month
0612
6 hours as installed
12 hours after connecting your apps
people loved it
v1.0
How you'll use itreal 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

Advanced install optionsmanual setup, command line, connections, raw file
Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.

Download .md

If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.

External connections
CRMGmailExtraCalendarExtraSlackExtra
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026