deal-next-step

Community

Diagnose deals and plan the exact next action.

AuthorMitchellkellerLG
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: deal-next-step
Download link: https://github.com/MitchellkellerLG/attio-cli/archive/main.zip#deal-next-step

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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