log-deal-intro

Log new opportunities with stable deal-ids and source attribution.

Updated Apr 24, 2026

Search Tags:#memory-integration #source-attribution #duplicate-check #deal-flow #opportunity-logging #stable-deal-id #diligence-prep

Ready to run

npx skills add https://github.com/intelligent-alpha/plugins --skill log-deal-intro

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: log-deal-intro
Source: https://github.com/intelligent-alpha/plugins/tree/main/intelligent-alpha/skills/log-deal-intro
Command: npx skills add https://github.com/intelligent-alpha/plugins --skill log-deal-intro

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Opportunities to log when they come in often slip through the cracks, leading to missed follow-ups and uncertain deal-flow status.

Core Features & Use Cases

Logs new opportunities with source attribution, deal type, sector, and an auto-generated stable deal-id.
Performs duplicate checks against deals/INDEX.md and known managers to avoid duplicates and surface potential overlaps.
Enables downstream skills to reference the deal-id across diligence, memory, and relationship-management tasks.

Quick Start

Paste the incoming opportunity (email, transcript, or notes) to create a new deal entry with a stable deal-id and source attribution.

Frequently Asked Questions about log-deal-intro

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

FAQPage Schema

How do I log incoming deal opportunities from emails or meeting transcripts into a deal flow ledger?▼

To log deal opportunities, paste the incoming email, transcript, or text dump into the skill. It processes the unstructured input, checks for duplicates against existing deals and managers, and creates a structured ledger entry with a stable deal-id and source attribution.

How does duplicate checking work when adding a new opportunity to the deal flow?▼

Duplicate checking works by comparing the incoming opportunity details against the existing deals in INDEX.md and known managers. This process verifies entries to avoid duplicates and surfaces potential portfolio overlaps before logging a new deal entry.

Can I use this to capture deal opportunities from unstructured text dumps?▼

Yes, you can capture deal opportunities from unstructured text dumps. The skill processes emails, meeting transcripts, messages, or text dumps to extract deal data, enforces required fields, and logs a structured entry with a stable deal-id for downstream diligence and memory tasks.

What happens if required fields are missing when logging a new deal entry?▼

If required fields are missing when logging a deal entry, the skill prompts you for the missing information before logging. This enforces consistency in the deal flow ledger and ensures data completeness for downstream diligence and relationship-management tasks.

Why do I need a stable deal-id for my deal flow ledger?▼

A stable deal-id is needed to enable downstream skills to reference the deal consistently across diligence, memory, and relationship-management tasks. It prevents opportunities from slipping through the cracks and ensures accurate tracking throughout the deal lifecycle.