Automate deal-closed workflows across Notion, Discord, and Neon.
npx skills add https://github.com/antonyfmunoz/OS --skill playbook-deal-closed
Please help me install this Agent Skill. Skill: playbook-deal-closed Source: https://github.com/antonyfmunoz/OS/tree/main/skills/Ops/playbook_deal_closed Command: npx skills add https://github.com/antonyfmunoz/OS --skill playbook-deal-closed
It prevents missed steps and inconsistent communication after a lead becomes a closed/won deal by orchestrating the celebration, onboarding, documentation, and revenue logging in one reliable workflow.
Use case: a founder’s lead confirms payment; the workflow updates CRM/Notion, announces the win in Discord, prepares the welcome email for approval, generates onboarding tasks, and records the revenue event in Neon.
Tell the AI to run the deal-closed playbook for client_name “Alex Rivera”, venture “Acquisition”, amount “$25,000”, with payment_confirmed “yes”, including onboarding_steps for the venture.
High-intent search queries and answers about installing and using this skill.
You can automate the deal closed workflow by instructing the AI to run the playbook with specific fields like client name, venture context, amount, and payment confirmation. This orchestrates CRM updates, Discord win announcements, onboarding task creation, and Neon revenue logging in one reliable process.
Yes, the workflow logs revenue events to Neon PostgreSQL exclusively when the payment_confirmed field is marked as yes. This conditional logic prevents premature revenue attribution and reduces accounting mismatches across your sales and operations handoffs.
The best way to announce closed won deals in Discord is to trigger a standardized win notification in the #wins channel immediately. The automated workflow posts this celebration message as soon as the Notion pipeline moves to the Closed Won stage.
You prepare founder-approved onboarding emails by drafting a personalized welcome message and queuing it for founder approval. The workflow generates this email alongside onboarding tasks in Notion and schedules a kickoff call to ensure smooth customer success handoffs.
Yes, the workflow requires venture-specific context for onboarding steps. It executes a context injection process to ensure venture-specific guidance is applied correctly when creating onboarding tasks and communications for the newly closed client.
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