Filter and action reference

Filter fields

Agents filter on opportunity, account, and contact fields.

Opportunity

Field	Label
`StageName`	Stage
`Amount`	Amount
`CloseDate`	Close date
`IsClosed`	Is closed
`dealtype`	Deal type

Account

Field	Label
`account.name`	Name
`account.industry`	Industry
`account.annualrevenue`	Revenue
`account.type`	Type
`account.country`	Country

Contact

Field	Label
`contact.email`	Email
`contact.jobtitle`	Title
`contact.company`	Company
`contact.lifecyclestage`	Lifecycle

Filter-only fields

Two more fields are available in filters but aren’t general-purpose fields like Amount or StageName — they exist to narrow the population an agent evaluates.

Field	Use it to
`id`	Filter to a specific deal
`user_id`	Filter by owner, or to unassigned deals

Operators

Every opportunity, account, and contact field supports all of these:

Operator	Meaning
`eq`	Equals
`neq`	Does not equal
`in`	Is one of
`nin`	Is not one of
`gt` / `gte`	Greater than / or equal
`lt` / `lte`	Less than / or equal
`between`	Within a range
`contains`	Substring match
`startswith`	Begins with
`endswith`	Ends with
`is_null`	Has no value
`is_not_null`	Has any value

Combining conditions

Filters nest with and, or, and not:

or:
  - and:
      - StageName  eq   "Negotiation"
      - CloseDate  lt   today
  - and:
      - Amount            gt   250000
      - contact.jobtitle  contains  "VP"

Read as: late-stage deals that have slipped past their close date, or any large deal with a VP-level contact.

Schedules

Property	Notes
Trigger kind	`schedule`
Cron	Standard cron expression
Recurrence rule	An RRULE, as an alternative to cron
Timezone	Named timezone, up to 64 characters

Set the timezone explicitly. An agent meant for 8am Eastern will fire at the wrong hour for half the year if it’s running on UTC.

Actions

An agent can have 1–10 actions.

`send_message`

Posts to Slack.

Property	Value
Provider	`slack`
Destination	A channel your workspace has connected
Content	Literal text (up to 4,000 characters) or a Canvas template

Canvas content renders the template with live deal data at send time. See Canvas.

`noop`

Does nothing. Useful for testing a filter and schedule on their own before wiring up a real action.

Lifecycle

Action	Effect
`upsert_disabled`	Create or update. Always leaves the agent disabled.
`enable`	Validate dependencies and start running.
`disable`	Stop running. Configuration is kept.
`delete`	Soft delete.

Any configuration edit disables the agent. Re-enable it when you’re done.

Blockers

Enabling validates dependencies first. If something’s missing, you get a named blocker and the tool to fix it — not a silent failure. Common ones:

The destination Slack channel isn’t connected, or Deal Brain hasn’t been invited to it
A referenced canvas template isn’t published
The agent lacks execution authority for the account it would run as

Listing your agents shows current blockers and readiness for each one.

Getting Started

Connect your context

Capabilities

Administration

Your Data

Help

Filter and action reference

Filter fields

Opportunity

Account

Contact

Filter-only fields

Operators

Combining conditions

Schedules

Actions

`send_message`

`noop`

Lifecycle

Blockers

​Filter fields

​Opportunity

​Account

​Contact

​Filter-only fields

​Operators

​Combining conditions

​Schedules

​Actions

​send_message

​noop

​Lifecycle

​Blockers

Filter fields

Opportunity

Account

Contact

Filter-only fields

Operators

Combining conditions

Schedules

Actions

`send_message`

`noop`

Lifecycle

Blockers