Deal Brain is the unlock that makes your favorite AI platform fit for the craft of selling. It gives your AI a pre-synthesized, sales-aware memory of your deals, stakeholders, meetings, and source systems, so every answer and recommendation is grounded in the work you’re actually doing. Your AI platform turns that memory into briefs, drafts, and next-step decisions.
The prompts below are common examples of what that combination unlocks. They’re organized by the work you’re doing: kicking off the day, identifying open follow-up items, strategizing next steps on a deal, prepping for a meeting, and drafting a follow-up. Every one is copy-pasteable. Use them as written, adapt them to your deals, or let them spark your own.
Before you start: Deal Brain gets better the more context you feed it. We recommend starting with your CRM, Gmail, calendar, and call transcripts, and adding more integrations as you go. The more you use Deal Brain, the more it learns your process and your deals.
How Deal Brain thinks
A key feature of Deal Brain is its sales-specific memory layer. It sits between your source systems (Salesforce, Gmail, Gong, Slack, Notion) and your AI platform, and pre-synthesizes your deals into a structure your AI can actually reason over:
- Deals. Each deal you sync, with CRM fields, stakeholders, and a live “state of deal” analysis.
- Artifacts. The underlying context (emails, meeting transcripts, notes, uploads) Deal Brain has ingested.
- Facts. Compact, cited claims extracted from those artifacts (pricing, timeline, stakeholders, pain points).
- Action items. Commitments and next steps pulled from meetings and threads.
- Your writing voice. A tone profile and recurring templates derived from your sent email.
Every prompt on this page pulls from one or more of these surfaces. When a result feels off, ask your AI platform to show you the sources it used. You can correct facts right in the thread.
Your first five prompts
If you only copy five things off this page, make it these. They cover the 80% of daily sales work and are the fastest way to feel what Deal Brain does.
1. See what Deal Brain knows about your pipeline
Show me my active deals in Deal Brain. For each one, include the stage, close date, and a one-sentence read on where it stands.
2. Run your morning brief
Run my morning Deal Brain workflow. Give me a daily brief across active deals: meetings I should prepare for today, overdue action items, stale deals, and the top three moves I should make. Flag anything that needs my attention before my first meeting.
3. Strategize next steps on a deal
Pick an active deal and help me strategize my next move. Show me where the deal stands, what's blocking progress, and the two or three best next steps I could take this week.
4. Prep for your next customer meeting
Find my next customer meeting on the calendar and generate a pre-meeting brief. Include the objective, who's attending, likely objections, smart discovery questions, and coaching notes for me.
5. Draft a follow-up in your voice
Pick my most recent customer meeting and draft a follow-up email in my writing style. Use my tone profile and any relevant writing template.
More sample workflows
Below are more examples of workflows Deal Brain supports. Use things that match what you’re trying to do and also experiment with variations! These are meant to help spark ideas around what is possible.
Start your day: the daily brief
When to use it: First thing in the morning, or before a block of customer meetings.
What Deal Brain does: Pulls your calendar, runs a mini-prep for each meeting, rolls up deal health across active deals, highlights inbox signals and open threads, and surfaces the top moves for today.
Run my morning Deal Brain workflow. Give me a daily brief across active deals: meetings I should prepare for today, overdue action items, stale deals, and the top three moves I should make today.
Brief me for the rest of the week. Today through Friday: meetings, commitments, and what needs to move.
I've been out for three days. Catch me up on what changed across my active deals while I was gone.
Triage the pipeline: pick three to act on
When to use it: You have limited time and too many deals. You want your AI platform to pick the ones that matter today.
What Deal Brain does: Looks across your active pipeline, pulls the state of each deal, cross-references recent signals from meetings and emails, and ranks what’s urgent.
Use Deal Brain to show me my active deals and pick the three that need attention today. For each one, summarize the current status, next step, risks, and any recent signals from meetings, emails, or artifacts.
Which of my deals has gone quiet in the last two weeks? List the stale ones and suggest a re-engagement angle for each.
Show me deals where the close date is in the next 30 days but the state of deal looks shaky. I want to know what's at risk this quarter.
Go deep on a single deal
When to use it: You’re prepping for an exec review, building a close plan, or trying to get your arms around a deal you’ve inherited.
What Deal Brain does: Snapshots the deal. That includes CRM fields, stakeholders, a six-section “state of deal” analysis covering position, recent activity, qualification, stakeholders, risks, and path forward, plus recent meetings, emails, and artifacts.
For one active deal that looks high priority, give me a deal review. Include stakeholders, business pain, buying stage, open questions, blockers, recent activity, and what I should do next.
Give me a full deal review for [Account Name]. I want stakeholder map, qualification gaps, risks, and a recommended close plan.
For [Account Name], just show me the risks and blockers section. Skip the rest.
Tell me everything Deal Brain has ingested on [Account Name] in the last two weeks. Meetings, emails, uploads: what's new?
Strategize next steps
When to use it: You know a deal needs a move but you’re not sure what move to make.
What Deal Brain does: Combines the state-of-deal analysis (position, risks, path forward) with recent activity and open follow-ups, then suggests concrete next actions grounded in what’s actually happening on the deal.
Pick an active deal and help me strategize my next move. Show me where the deal stands, what's blocking progress, and the two or three best next steps I could take this week.
For [Acme], we haven't heard back in a week. What's the smartest way to re-engage without pestering?
I want to move [Acme] from technical validation to commercial negotiation. What has to be true first, and what should I do next?
Save this plan to Deal Brain so you remember it for next time we talk about [Acme].
Identify open follow-ups
When to use it: You want to see every commitment you’ve made (or that’s been made to you) and clear the backlog.
What Deal Brain does: Pulls action items from meetings, emails, and notes across your deals. You can filter by deal, by status, or by due date, and update items from the chat.
List all my open follow-ups across active deals. Group them by deal and flag anything overdue.
What follow-ups did I commit to in the last five meetings? Show me what's done and what's still open.
Mark the "Send pricing deck" action item on [Acme] as complete.
Add "Loop in security for SOC 2 review" as a follow-up on the [Acme] deal, due Friday.
Prep for a meeting
When to use it: Any customer meeting where showing up unprepared would cost you. Exec readouts, technical deep-dives, pricing conversations, first calls.
What Deal Brain does: Pulls the meeting attendees, the deal state, previous encounters with the same people, open threads, recent activity, and builds a brief with an objective, key topics, questions to ask, and risks to watch. If contact research is enabled, it can pull fresh external context on attendees too.
Find my upcoming meetings related to deals and generate a pre-meeting brief for the next important customer meeting. Include objective, attendees, likely objections, discovery questions, and coaching notes.
Prep me for the [Acme] call tomorrow at 2pm. I want attendee backgrounds, what they care about, and three questions that will move the deal forward.
Refresh my brief for the [Acme] meeting. Regenerate it since I've added new notes since yesterday.
For tomorrow's [Acme] meeting, walk me through our last three touchpoints with these attendees. What did they say, what did I commit to, what's still open?
Debrief after a meeting
When to use it: Right after a customer meeting, before the details fade.
What Deal Brain does: Pulls the transcript, compares to the previous meeting with this deal, extracts takeaways and action items, identifies recurring patterns, and flags data gaps.
Look at my most recent deal meeting with available content and generate a debrief. Pull out takeaways, action items, deal impact, and suggested follow-up.
Debrief the [Acme] call from this morning. What changed about the deal? What did I commit to?
Compare the last two meetings with [Acme]. Are we making progress or losing ground?
Add "Send updated pricing deck by Friday" as an action item on the [Acme] deal.
Draft emails in your voice
When to use it: Any moment you’d otherwise write from a blank message.
What Deal Brain does: Pulls your tone profile (derived from your own sent mail), your recurring writing templates (e.g., recap, pricing follow-up, check-in), the deal state, stakeholders, and relevant facts, then drafts an email for you to review and send.
Pick a deal with a recent meeting and draft a follow-up email in my writing style. Use my known tone and any relevant writing templates. Include the draft and explain what context you used.
Draft a pricing follow-up to [Name] at [Acme] in my voice. Reference the ROI points we discussed on last week's call.
Show me my writing templates. Which ones do I use most often for recap emails?
Before you draft this, show me my tone profile. I want to make sure it's still accurate.
Draft three versions of a re-engagement email to [Name]: one short, one medium, one with a specific ask.
Audit what Deal Brain knows: facts and artifacts
When to use it: You want to trust-but-verify what Deal Brain is working from, correct something that’s wrong, or find a specific piece of information buried in a thread.
What Deal Brain does: Searches extracted facts (compact, cited claims) and artifact titles and summaries for a deal. You can drill into a specific artifact to read the full email or transcript. If a fact is stale or wrong, you can correct or retract it right there.
For [Acme], search for facts related to pricing, security, timeline, and decision process. Then list the source artifacts those facts came from and identify anything that looks stale, contradictory, or worth correcting.
What does Deal Brain think the decision criteria are for [Acme]? Show me each claim with the source.
Find every mention of the security review in the [Acme] deal. I want to see the original language.
The fact that says "[Name] is the economic buyer" is wrong. They're the champion. Correct it.
Retract any facts about pricing that came from emails older than 60 days.
Read the full transcript from the [Acme] technical deep-dive on [date]. I want to see what their architect actually said.
Save chat context back to Deal Brain
When to use it: When you’ve worked something out in your AI platform — a competitor positioning angle, a close plan, a risk assessment, research on a stakeholder — and you want Deal Brain to remember it for next time. Anything you’d otherwise lose when the chat ends.
What Deal Brain does: Saves the chat (or the relevant turns of it) as a chat artifact on the deal. From there it runs through the same fact-extraction pipeline as your emails and meetings: facts are extracted and cited back to this artifact, action items are pulled out, and any CRM field updates the chat implies are queued for your review. The next brief, debrief, or search you run on this deal will have it.
Save what we just worked out for [Acme] to Deal Brain as deal memory. Capture the positioning angle, the competitor we're up against, and the next moves we landed on. Title it something I'll recognize later.
For [Acme], save the competitor strategy we built in this thread to Deal Brain. Preserve who said what so the analysis is tagged correctly.
I just talked through a close plan for [Acme] in this chat. Write it back to Deal Brain as a strategy artifact on the deal so tomorrow's brief picks it up.
Summarize this thread into a deal note for [Acme] and save it to Deal Brain. Keep it tight — the strategy, the rationale, and the open questions.
Save this as background context on [Acme] in Deal Brain, not as observed fact. It's my hypothesis, not something the customer told me.
Close your day: the daily debrief
When to use it: End of day, after a trip, or whenever you want a retrospective instead of a forward-looking brief.
What Deal Brain does: Reflects on the meetings you had, the commitments you made, how deals progressed, and sets up tomorrow’s starting points with previews of upcoming meetings.
Run my end-of-day Deal Brain debrief. Recap today's meetings, deal progress, new commitments I made, and what I should start with tomorrow morning.
Debrief my week. Monday through today: what progressed, what stalled, what commitments are still open?
I'm headed on a three-day offsite. Before I go, give me a retrospective on the last two weeks and a list of deals I need to come back to.
Tips for getting better results
- Name the deal or meeting when you can. “Prep me for the Acme call” is sharper than “prep me for my next call.”
- Ask for the sources. If a claim seems wrong, say “show me the source artifact for that.”
- Push back. If a draft doesn’t sound like you, say so. Deal Brain learns.
- Save context as you go. When you land on the right strategy for a deal, say “save this plan to Deal Brain.” It becomes part of the deal’s memory.
- Refresh when the data feels stale. Say “sync the latest data for [Acme] and regenerate.”
