dealroom-creation

Official

Quickly create a dealroom folder structure.

Authorbeam-ai-team
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Sales teams waste time manually setting up folders for new prospects and client documents.

Core Features & Use Cases

  • Creates a standardized folder hierarchy per company with 01-docs, 02-transcripts, and 03-emails
  • Stores SOWs, transcripts, and emails in a predictable location
  • Updates the workspace map to reflect new company folders for AI navigation

Quick Start

Ask for the company name, then generate the 04-workspace/companies/{company-name} folder structure and update the workspace map.

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: dealroom-creation
Download link: https://github.com/beam-ai-team/beam-next-skills/archive/main.zip#dealroom-creation

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