| name | deal-monitor |
| description | Scheduled morning dashboard for a fulfillment brokerage's deal pipeline. Pulls the #deal-intake Slack channel and Gmail quoting threads, classifies each warehouse-quoting email thread into a 6-step pipeline, scores new (unquoted) opportunities against the deal-scoring rubric, and renders a self-contained three-tab HTML dashboard (New Opportunities | Quoting | Closed). |
Deal Monitoring Dashboard
Run the deal monitoring dashboard for the account owner (operator@example.com).
Objective
Build a live deal monitoring dashboard by pulling from the #deal-intake Slack channel and Gmail, then present the output.
Steps
Step 1: Pull #deal-intake Slack messages
Read the 50 most recent messages from #deal-intake (channel ID: C0EXAMPLE000) using the Slack MCP tool.
Extract for each: Account Name, Submitter, ARR, Monthly DTC Orders, SKU Count, Requested Location, Sales Channels, Current Situation, Pallets, Sq Ft, International Shipping, Go-Live date, product/item context.
Include:
- EU/UK: ALL opps — any UK, EU, or non-US location, plus anything submitted by Alex Rivers or Sam Patel (always UK).
- North America: Only if SKU count < 2,000. Unknown SKU = include, flag as risk. Confirmed ≥ 2,000 = exclude.
Step 2: Search Gmail for outbound quoting emails
Run multiple searches to maximize coverage. Search all of the following:
- Subject contains "Quote Request"
- Subject contains "New Business"
- Subject contains "RFP"
- Any thread where the sender or recipient is a known warehouse contact domain
- Also search by known account names from #deal-intake
Use the last 60 days as the window. For each thread found, extract: account name, every warehouse emailed, per warehouse sent date/replies/state, and the Gmail thread URL (format: https://mail.google.com/mail/u/0/#inbox/[threadId]).
Match threads to #deal-intake opps by account name (fuzzy match fine). Any opp with at least one matched email thread goes to the Quoting tab.
Step 3: Classify each warehouse thread into a pipeline step
Read the entire thread before classifying. Steps: 1=RFP Sent, 2=Response Needed, 3=Follow-Up Needed, 4=Pricing Returned, 5=Pricing Sent, 6=Declined.
Step 4: Score New Opportunities
Read the deal-scoring skill at ~/.claude/skills/deal-scoring/SKILL.md and apply its scoring rules. Only score opps with NO matched email threads.
Step 5: Generate the HTML Dashboard
Generate a self-contained HTML file with three tabs: New Opportunities | Quoting | Closed. Use a clean, self-contained layout — no external assets — with a summary tile row above the tabs and color-coded needs-attention rows.
Save the HTML file to ./outputs/deal-monitor.html.
Step 6: Output
- Brief text summary in chat: new opps count, active quoting count (with how many need attention), closed count.
- Present the HTML file for download.
