What problem does it solve? After a deal closes, partner reps who overlap on that account rarely hear about it, and manually finding the right partner contact and writing each follow-up email is slow. This Skill automates the post-win partner notification workflow: it pulls recent closed-won deals, identifies the best-positioned partner rep per account via Crossbeam, and drafts a concise rep-to-rep alignment email for each deal. ## Core Features & Use Cases - Deal Pulling: Retrieves closed-won deals from Salesforce, HubSpot, Snowflake, or a pasted list, with configurable lookback window, minimum deal size, and deal-type filters. - Partner Matching & Scoring: Uses the Crossbeam MCP to find overlapping partners, filters out invalid owner contacts, confirms partnership status, and scores partners by population, owner title, and strategic tags. - Draft Generation with Guardrails: Writes 90-130 word rep-to-rep emails, saves them as Gmail/Outlook drafts or copy-ready text, and enforces recipient confirmation and volume thresholds before anything is created. Nothing is ever sent automatically. - Use Case: A partnerships manager runs it every Monday to turn last week's wins into one alignment email per deal, addressed to the right partner rep, ready for review in their inbox. ## Quick Start Run partner alignment outreach for deals closed last week, pulling from Salesforce, and show me the drafts in chat.
