Deal Copilot
An AI deal copilot for teams selling into steel service centers. It sits in on client calls, briefs the team in Slack, updates the CRM and drafts the follow up kit for a one click review.
PROBLEM
After every client call, the sales lead rebuilt the follow up by hand across six tools: the CRM, engagement plan, recap deck, contracts, email and a heads up to the team. Signed documents were easy to send twice.
SOLUTION
An AI notetaker joins the call and Deal Copilot does the rest: it briefs the team in Slack, updates the CRM and plan, and builds the kit and follow up email. Everything is reviewed on one screen and sent in a click.
TEAM
COO, CEO, sales
TOOLS
Claude, Notion, Python, Slack
Inside the product
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Deal Copilot
# customer-a
☆
4
Today
Scheduler
9:58 AM
Hopping on the Customer A call now.
DC
Deal Copilot
APP
10:52 AM
Call with Customer A just wrapped. Here’s the brief.
• Live testing on SL 38 is signed off
• Next: two operator trainings, one per shift
• Owner wants a recap he can share
✅ CRM updated ✅ Plan: 2 changes ✅ Kit ready ✅ Email drafted
Review and send
Move to Onboarding
Open kit
👍 2
🎉 1
2 replies
Last reply 2 minutes ago
Message #customer-a
+
Aa
☺
@
The nudge shows up where the team already talks
Minutes after the call, the copilot posts a short brief in the deal’s channel. One tap opens the review, and the stage change can be approved right from the message.
Impact: The whole team knows where a deal stands minutes after the call, without anyone writing a recap.
One screen, one decision
Before: Every follow up meant six separate tools, and nothing was checked before it went out.
Now: Everything the agent did is on one screen, already done. He can undo any piece, confirm the stage move and send, usually in a single click.
Deal Copilot
3 calls to review
Customer A · today’s call
45 min · notetaker
Already done. Undo anything before you send.
Brief sent to 4 attendees
#customer-a and email
View
Undo
CRM updated
notes, next step, close date
View
Undo
Engagement plan: 2 milestones moved
Live testing done · Trainings in progress
View
Undo
Recap deck built
4 slides for the owner
View
Undo
Contracts picked for onboarding
Implementation plan attached · NDA and pricing held back, already signed
View
Undo
Next meeting suggested
Tue 10 AM, Wed 2 PM, Thu 9 AM
View
Undo
Your call
Move to Onboarding
Pilot sign off was confirmed on the call
Follow up to Dana
Hi Dana,
Good session today. Live testing is done, and next up is two operator trainings, one per shift.
Recap deck and updated plan attached. Does Tuesday at 10 work for the next check in?
Recap deck
Plan
Implementation plan
Approve and send
Edit
Prototype screens recreated for this portfolio. Customer details changed.
Mapping the workflow
Before: one call, six tools, all by hand
After: the notetaker listens, the copilot connects everything
Where it landed
Every client call ends with a ready to send kit.
After the pilot, it became a standard step in his routine after every client call. The notetaker joins, the brief lands in Slack, and he reviews and sends the kit from one screen.