add-deal

What problem does it solve?

Manually entering deal records into the Carta CRM is time-consuming and prone to errors, especially when handling multiple deals or custom field requirements. This Skill automates the entire process conversationally, ensuring accurate, consistent data entry without manual form filling.

Core Features & Use Cases

• Automated Pipeline & Field Validation: Fetches valid pipeline stages and custom field schemas to prevent invalid deal entries.
• Conversational Data Collection: Extracts deal details directly from user messages, only prompting for missing information.
• Bulk Deal Support: Logs multiple deals in one session, with a final summary of all created records.
• Real-World Use Case: A venture capital associate logging 12 new deals from a recent investor roadshow can use this Skill to enter each deal with the correct pipeline stage, custom sector tags, and company details, reducing data entry time from hours to minutes.

Quick Start

Use the add-deal skill to create a new deal record for Acme Corp in the Sourcing stage of the Main Pipeline with the tag "series-a" and a comment noting it came from a warm partner introduction.