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Recipe: Route a deal review with an evaluation agent
TL;DR: An evaluation agent reads a deal and chooses the next review: approve, ask for documents, or send it to sales, finance, and legal. A person still makes the call. A later step writes the summary.
Who this is for
RevOps teams that review deals before anyone updates the stage.
What you'll need
- Connectors: HubSpot or Salesforce, Slack.
- Agent: An evaluation agent with one choice question for the next review. See What is an evaluation agent?.
- Trigger: Webhook when a deal is ready for review.
How to build it with Ask Ballet
- Open the Console on Home.
- Paste the prompt below and adjust the review options.
- Review the proposed plan and confirm.
- Connect the CRM and Slack, then register the webhook.
Build a playbook that triggers when a deal is ready for review in HubSpot.
Create an evaluation agent. It does not update the CRM and it does not write the summary.
One choice question, next: approve when the record is complete, docs when a document
is missing, review when sales, finance, or legal still need to look.
Pass the deal name, stage, amount, and notes. Do not send a prompt.
Read the choice and the confidence, and do not change a low confidence into another option.
Notify the owner in Slack. If the choice is review, wait for a person.
Only after the choice is stored, use a language agent to write a short summary.
What the playbook does
- Webhook trigger — receives the deal.
- Evaluation agent — returns the next review: approve, docs, or review.
- Notify — tells the owner. A team review waits for a person.
- Language step — writes the summary after the choice is stored.
Variations and tips
- People still approve the deal. The agent only names the next review.
- Do not let the evaluation agent change the deal stage.