salesweekdayauto-generated · unproven

How do I for each open deal, recommend the single highest-leverage next step to move it forward, so no deal drifts without an owner action

the agent that answers this

deal next-step recommender. for each open deal, recommend the single highest-leverage next step to move it forward, so no deal drifts without an owner action.

Updated Jul 12

Cost: Free; on your own plan
Runs: weekday; on a schedule
Built from: 4 steps; 1 verified skills
Runs in: Claude or Codex; as you

what you get

a per-deal next-step list ranked by impact: the action, why now, and a drafted message where the step is an outbound touch.

next_step_takendeal_advanced

example result

illustrative

A finished weekday run delivers: a per-deal next-step list ranked by impact: the action, why now, and a drafted message where the step is an outbound touch. Each run captures: next_step_taken, deal_advanced.

Example output, to show the shape of the deliverable. It has not run on your data. Build the agent to get this on yours.

the steps

4 steps · 1 from verified skills

Step 1tool
read the open deals and their last activity
Your model fills this step
Step 2decision
determine the highest-leverage next step per deal
Decision step
Step 3
draft the outbound touch where the next step is a message
Evidence-first mailbox triage, drafting, send verification, and sent-mail-safe follow-up workflow for ECC. Use when the user wants to organize email, draft or…
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Full skill: email-ops
Step 4decision
stage any client-facing messages for approval
Decision step

keep in mind

reads deal state from a provided export; outbound touches are drafted and staged, never sent.

Run this agent in Implexa, on your own Claude or Codex, free

Get the Implexa app (or connect your Claude Code / Codex), then say build the deal next-step recommender agent and approve the schedule. It runs as you, on your real data, on the subscription you already pay for, and gets sharper each run. Your agent's memory is yours and travels with you across Claude, Codex, and whatever comes next. About 5 minutes to your first real run.

Run this agent in Implexa →

common questions

How do I for each open deal, recommend the single highest-leverage next step to move it forward, so no deal drifts without an owner action?

The deal next-step recommender agent. a per-deal next-step list ranked by impact: the action, why now, and a drafted message where the step is an outbound touch.

Is the deal next-step recommender agent free?

Yes. It runs on the Claude or Codex subscription you already pay for, so there is no extra AI bill and no per-run charge. You can build and run unlimited agents on the free plan.

How often does the deal next-step recommender agent run?

It is built to run weekday, on a schedule you set when you build it. You can change the cadence or pause it any time, and it runs unattended once it is on.

What does the deal next-step recommender agent need to run?

Just Implexa installed in your Claude or Codex. There are no fragile integrations to wire up, and Implexa never touches your accounts, passwords, or the contents of your work.

Does the deal next-step recommender agent use my data? Is it private?

It runs as you, on your own machine, on your real data. The model runs inside your own Claude or Codex, so Implexa never sees your data, accounts, or credentials. Your agent's memory is yours and travels with you across Claude, Codex, and whatever comes next.

How do I build the deal next-step recommender agent?

Install Implexa into your Claude or Codex, then say "build the deal next-step recommender agent" and approve the schedule. Implexa assembles the 4 steps (1 from verified skills) and it runs on its own. About 5 minutes to your first real run.

Can I change what the deal next-step recommender agent does?

Yes. Tell it what to change in plain language and it revises its steps; the next scheduled run uses the change, with no re-scheduling. Every change is versioned, and a run can even propose its own improvements.