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deal-intelligence

Combine Attio CRM, Gmail, Granola notes, and Extruct signals for deal intelligence.

7|Updated Apr 5, 2026
Search Tags:#analysis#crm#gmail#pipeline#deal#signal-monitoring
One-click install
npx skills add https://github.com/extruct-ai/gtm-cowork-skills --skill deal-intelligence
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: deal-intelligence
Source: https://github.com/extruct-ai/gtm-cowork-skills/tree/main/skills/deal-intelligence
Command: npx skills add https://github.com/extruct-ai/gtm-cowork-skills --skill deal-intelligence

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Deal intelligence provides a unified view of deals, contacts, and pipeline by fusing Attio CRM data, Gmail threads, Granola meeting notes, and Extruct signals, enabling teams to answer questions and act quickly.

Core Features & Use Cases

  • Deal analysis: Quickly determine deal status, stage, value, and next steps across CRM, email, and meeting data.
  • Pipeline review: Get a consolidated view of active, stalled, and upcoming deals with latest activity.
  • Contact lookup & timeline: Build stakeholder history from meetings, emails, and calendar events.
  • 3rd-party signal monitoring: Surface external signals from Extruct to corroborate or challenge deal viability.

Quick Start

Show me the Acme deal status with last activity and next steps.

Frequently Asked Questions about deal-intelligence

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze deal status and next steps by combining CRM data with email threads?▼

Deal analysis combines Attio CRM records, Gmail threads, and Granola meeting notes to determine deal status, stage, value, and next steps. This unified view lets you quickly assess deal health across CRM, email, and calendar data.

Can I use Gmail and Granola notes for pipeline review without manually checking each deal?▼

Pipeline review consolidates active, stalled, and upcoming deals with their latest activity across Attio CRM, Gmail, and Granola. You get a consolidated view of pipeline health without manually checking individual deals across separate platforms.

What's the best way to build a contact timeline from meetings, emails, and calendar events?▼

Contact lookup and timeline building fuses stakeholder history from Granola meeting notes, Gmail threads, and Attio calendar events. This creates a comprehensive activity timeline for any contact without cross-referencing sources manually.

Does this deal intelligence workflow require a specific CRM workspace to function?▼

Yes, the workflow requires mandatory Attio workspace discovery to access CRM data. It cross-validates this data with Gmail threads and Granola notes during the analysis process.

How do I monitor external signals for cooling or stale deals in my pipeline?▼

Optional Extruct signal monitoring surfaces external third-party signals to corroborate or challenge deal viability. This identifies cooling or stale deals by cross-referencing pipeline data with external signal monitoring.

Why does my pipeline review show incomplete activity history for some deals?▼

Pipeline review requires cross-source validation across Attio CRM, Gmail, and Granola. Incomplete history occurs when deal data lacks recent email threads or meeting notes, causing the cross-source validation to miss activities not logged in the CRM.

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