deal-next-step

Name: deal-next-step
Availability: InStock
Author: mitchellkellerlg

Load Attio deal context and generate a next-step action for approval.

1|1|Updated Apr 1, 2026

Search Tags:#decision-making #sales-automation #note-analysis #attio #pipeline-review #deal-diagnosis #outreach-draft

Ready to run

npx skills add https://github.com/MitchellkellerLG/attio-cli --skill deal-next-step

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: deal-next-step
Source: https://github.com/MitchellkellerLG/attio-cli/tree/main/skills/deal-next-step
Command: npx skills add https://github.com/MitchellkellerLG/attio-cli --skill deal-next-step

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Pulls the full context on any Attio deal — including stage, linked contacts, notes, and open tasks — to diagnose the situation and propose the exact next action, with Mitch's review before any write-back.

Core Features & Use Cases

Load complete deal context for accurate diagnosis across single deals or pipeline-wide reviews.
Generate a single, concrete next-step action and a tailored outreach draft for approval.
Interactive review loop: Mitch validates, edits, or redirects before any Attio write.
Supports pipeline review mode (--all-active), bulk-action quick-paths (--bulk-approve), and export of briefs (--export).

Quick Start

Ask Claude to review a deal by name to load context, diagnose the situation, and present a ready-to-approve recommendation.

Frequently Asked Questions about deal-next-step

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

FAQPage Schema

How do I diagnose an Attio deal and determine the exact next step?▼

To diagnose an Attio deal, load the full deal context including stage, linked contacts, notes, and open tasks to generate a concrete next-step action and tailored outreach draft for interactive review before write-back.

Can I run a pipeline review across all active deals in Attio?▼

Yes, you can run a pipeline review across all active Attio deals using the --all-active mode, which loads complete context for each deal to propose next actions, with --bulk-approve for quick-path approvals.

Do I need up-to-date notes in Attio for deal diagnosis to work?▼

Yes, accurate deal diagnosis requires up-to-date notes in Attio alongside LeadGrow context files for tone, ICP, and offerings to ensure the proposed next action and outreach draft are correctly tailored.

What is the best way to draft outreach for an Attio deal without manual write-back errors?▼

The best way to draft outreach safely is generating a tailored draft from the full deal context that enters an interactive review loop, ensuring validation and edits occur before any Attio write-back.

How do I export deal diagnostic briefs for pipeline review?▼

You can export deal diagnostic briefs by using the --export option during a pipeline review, which outputs the generated next-step recommendations and context summaries for offline reference.

What happens if Attio deal notes are missing or outdated?▼

Missing or outdated Attio deal notes limit diagnostic accuracy, as the Skill relies on complete context including stage, linked contacts, notes, and open tasks to propose a valid next action.