Operational trigger received from salesforce for FinTech Global ($149k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($292k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00177 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00177", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

Workflow execution cycle finalized and verified for FinTech Global (#crm_00177)


LLMs generate pleasant summaries but omit structured follow-up dates or invent uncommitted action items without schema validation.

Requires temporal validation: `follow_up_date >= current_date()` and mandatory next_step presence.

Hard schema validation: reject updates missing `next_step` or where `follow_up_date < current_date()`.

Complete the opportunity record after a customer meeting

Operational trigger received from salesforce for OmniChannel Inc ($438k ARR)

next_step is required
follow_up_date must be in the future

webhook.listener.onEvent(source="salesforce", entity="OmniChannel Inc", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at OmniChannel Inc

[00:12:45] Rep: "We'll send over the SOC-2 Type II report."
[00:13:02] VP Eng: "Great, schedule the infosec review for next Tuesday."

VP Engineering
Director of IT
Enterprise AE

AI meeting transcript scanned for OmniChannel Inc: identified next steps, SOC-2 request & follow-up dates

Deliver SOC-2 Type II report and arrange infosec architecture review

Extracted explicit next step for OmniChannel Inc: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Deliver SOC-2 report and schedule infosec review

Drafted executive opportunity summary for OmniChannel Inc ($170k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for OmniChannel Inc. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Architecture
Infosec
Procurement timeline

Salesforce Opportunity #crm_00178 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00178", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for OmniChannel Inc team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"OmniChannel Inc Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00178)


Operational trigger received from salesforce for Acme Health Systems ($342k ARR)

webhook.listener.onEvent(source="salesforce", entity="Acme Health Systems", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Acme Health Systems

AI meeting transcript scanned for Acme Health Systems: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Acme Health Systems: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Acme Health Systems ($316k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Acme Health Systems. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00179 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00179", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Acme Health Systems team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Acme Health Systems Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00179)


Operational trigger received from salesforce for Meridian Logistics ($204k ARR)

webhook.listener.onEvent(source="salesforce", entity="Meridian Logistics", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Meridian Logistics

AI meeting transcript scanned for Meridian Logistics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Meridian Logistics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Meridian Logistics ($438k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Meridian Logistics. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00180 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00180", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Meridian Logistics team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Meridian Logistics Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00180)


Operational trigger received from salesforce for Aura Therapeutics ($162k ARR)

webhook.listener.onEvent(source="salesforce", entity="Aura Therapeutics", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Aura Therapeutics

AI meeting transcript scanned for Aura Therapeutics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Aura Therapeutics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Aura Therapeutics ($408k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Aura Therapeutics. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00181 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00181", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Aura Therapeutics team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Aura Therapeutics Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00181)


Operational trigger received from salesforce for Apex Retail Group ($149k ARR)

webhook.listener.onEvent(source="salesforce", entity="Apex Retail Group", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($228k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Apex Retail Group. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00182 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00182", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Apex Retail Group Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00182)


Operational trigger received from salesforce for Meridian Logistics ($278k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Meridian Logistics

AI meeting transcript scanned for Meridian Logistics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Meridian Logistics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Meridian Logistics ($314k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00183 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00183", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Meridian Logistics team on 2026-03-24

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00183)


Operational trigger received from salesforce for Nexus AI ($153k ARR)

webhook.listener.onEvent(source="salesforce", entity="Nexus AI", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Nexus AI

AI meeting transcript scanned for Nexus AI: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Nexus AI: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Nexus AI ($89k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Nexus AI. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00184 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00184", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Nexus AI team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Nexus AI Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Nexus AI (#crm_00184)


Operational trigger received from salesforce for FinTech Global ($194k ARR)

webhook.listener.onEvent(source="salesforce", entity="FinTech Global", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($325k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for FinTech Global. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00185 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00185", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"FinTech Global Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for FinTech Global (#crm_00185)


Operational trigger received from salesforce for Stripe Technologies ($363k ARR)

webhook.listener.onEvent(source="salesforce", entity="Stripe Technologies", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Stripe Technologies

AI meeting transcript scanned for Stripe Technologies: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Stripe Technologies: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Stripe Technologies ($82k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Stripe Technologies. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00186 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00186", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Stripe Technologies team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Stripe Technologies Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00186)


Fails Blind Automation (Needs Human Prompt)

Transcript omitted explicit owner commitment or follow-up date; blind automation would write blank or null fields.

Missing telemetry fields require automated clarification prompt to meeting host rather than silent fallback.

Validation circuit-breaker: halt automated write and dispatch Slack clarification prompt to rep.

Operational trigger received from salesforce for Acme Health Systems ($131k ARR)

webhook.listener.onEvent(source="salesforce", entity="Acme Health Systems", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Acme Health Systems

AI meeting transcript scanned for Acme Health Systems: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Acme Health Systems: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Acme Health Systems ($229k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00187 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00187", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Acme Health Systems team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Acme Health Systems Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00187)


Operational trigger received from salesforce for OmniChannel Inc ($401k ARR)

webhook.listener.onEvent(source="salesforce", entity="OmniChannel Inc", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at OmniChannel Inc

AI meeting transcript scanned for OmniChannel Inc: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for OmniChannel Inc: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for OmniChannel Inc ($329k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00188 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00188", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for OmniChannel Inc team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"OmniChannel Inc Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00188)


Operational trigger received from salesforce for Sentinel Networks ($409k ARR)

webhook.listener.onEvent(source="salesforce", entity="Sentinel Networks", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Sentinel Networks

AI meeting transcript scanned for Sentinel Networks: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Sentinel Networks: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Sentinel Networks ($68k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Sentinel Networks. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00189 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00189", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Sentinel Networks team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Sentinel Networks Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Sentinel Networks (#crm_00189)


Operational trigger received from salesforce for Apex Retail Group ($159k ARR)

webhook.listener.onEvent(source="salesforce", entity="Apex Retail Group", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($94k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00190 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00190", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Apex Retail Group Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00190)


Operational trigger received from salesforce for OmniChannel Inc ($130k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at OmniChannel Inc

AI meeting transcript scanned for OmniChannel Inc: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for OmniChannel Inc: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for OmniChannel Inc ($79k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00191 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00191", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for OmniChannel Inc team on 2026-03-24

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00191)


Operational trigger received from salesforce for Sentinel Networks ($298k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Sentinel Networks

AI meeting transcript scanned for Sentinel Networks: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Sentinel Networks: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Sentinel Networks ($71k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00192 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00192", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Sentinel Networks team on 2026-03-24

Workflow execution cycle finalized and verified for Sentinel Networks (#crm_00192)


Operational trigger received from salesforce for NovaBio Labs ($99k ARR)

webhook.listener.onEvent(source="salesforce", entity="NovaBio Labs", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at NovaBio Labs

AI meeting transcript scanned for NovaBio Labs: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for NovaBio Labs: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for NovaBio Labs ($214k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for NovaBio Labs. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00193 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00193", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for NovaBio Labs team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"NovaBio Labs Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00193)


Operational trigger received from salesforce for Catalyst Software ($98k ARR)

webhook.listener.onEvent(source="salesforce", entity="Catalyst Software", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Catalyst Software

AI meeting transcript scanned for Catalyst Software: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Catalyst Software: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Catalyst Software ($394k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Catalyst Software. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00194 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00194", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Catalyst Software team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Catalyst Software Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Catalyst Software (#crm_00194)


Operational trigger received from salesforce for Stripe Technologies ($154k ARR)

webhook.listener.onEvent(source="salesforce", entity="Stripe Technologies", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Stripe Technologies

AI meeting transcript scanned for Stripe Technologies: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Stripe Technologies: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Stripe Technologies ($441k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00195 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00195", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Stripe Technologies team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Stripe Technologies Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00195)


Operational trigger received from salesforce for Vertex Cyber ($390k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vertex Cyber", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vertex Cyber

AI meeting transcript scanned for Vertex Cyber: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vertex Cyber: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vertex Cyber ($301k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Vertex Cyber. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00196 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00196", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vertex Cyber team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vertex Cyber Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vertex Cyber (#crm_00196)


Operational trigger received from salesforce for Aura Therapeutics ($273k ARR)

webhook.listener.onEvent(source="salesforce", entity="Aura Therapeutics", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Aura Therapeutics

AI meeting transcript scanned for Aura Therapeutics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Aura Therapeutics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Aura Therapeutics ($288k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00197 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00197", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Aura Therapeutics team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Aura Therapeutics Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00197)


Operational trigger received from salesforce for Pinnacle Media ($217k ARR)

webhook.listener.onEvent(source="salesforce", entity="Pinnacle Media", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Pinnacle Media

AI meeting transcript scanned for Pinnacle Media: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Pinnacle Media: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Pinnacle Media ($449k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Pinnacle Media. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00198 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00198", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Pinnacle Media team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Pinnacle Media Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00198)


Operational trigger received from salesforce for Acme Health Systems ($413k ARR)

webhook.listener.onEvent(source="salesforce", entity="Acme Health Systems", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Acme Health Systems

AI meeting transcript scanned for Acme Health Systems: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Acme Health Systems: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Acme Health Systems ($341k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00199 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00199", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Acme Health Systems team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Acme Health Systems Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00199)


Operational trigger received from salesforce for Apex Retail Group ($394k ARR)

webhook.listener.onEvent(source="salesforce", entity="Apex Retail Group", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($79k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00200 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00200", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Apex Retail Group Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00200)


Operational trigger received from salesforce for Acme Health Systems ($378k ARR)

Drafted executive opportunity summary for Acme Health Systems ($87k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00201 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00201", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00201)


Operational trigger received from salesforce for Acme Health Systems ($411k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Acme Health Systems

AI meeting transcript scanned for Acme Health Systems: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Acme Health Systems: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Acme Health Systems ($325k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00202 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00202", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Acme Health Systems team on 2026-03-24

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00202)


Operational trigger received from salesforce for Vanguard Financial ($401k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vanguard Financial", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vanguard Financial

AI meeting transcript scanned for Vanguard Financial: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vanguard Financial: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vanguard Financial ($195k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Vanguard Financial. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00203 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00203", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vanguard Financial team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vanguard Financial Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00203)


Operational trigger received from salesforce for Apex Retail Group ($460k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($240k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00204 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00204", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00204)


Operational trigger received from salesforce for Apex Retail Group ($72k ARR)

Drafted executive opportunity summary for Apex Retail Group ($58k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00205 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00205", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00205)


Operational trigger received from salesforce for Nexus AI ($161k ARR)

webhook.listener.onEvent(source="salesforce", entity="Nexus AI", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Nexus AI

AI meeting transcript scanned for Nexus AI: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Nexus AI: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Nexus AI ($104k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00206 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00206", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Nexus AI team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Nexus AI Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Nexus AI (#crm_00206)


Operational trigger received from salesforce for OmniChannel Inc ($362k ARR)

webhook.listener.onEvent(source="salesforce", entity="OmniChannel Inc", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at OmniChannel Inc

AI meeting transcript scanned for OmniChannel Inc: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for OmniChannel Inc: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for OmniChannel Inc ($393k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00207 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00207", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for OmniChannel Inc team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"OmniChannel Inc Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00207)


Operational trigger received from salesforce for Aura Therapeutics ($403k ARR)

webhook.listener.onEvent(source="salesforce", entity="Aura Therapeutics", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Aura Therapeutics

AI meeting transcript scanned for Aura Therapeutics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Aura Therapeutics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Aura Therapeutics ($210k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00208 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00208", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Aura Therapeutics team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Aura Therapeutics Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00208)


Operational trigger received from salesforce for CloudScale Data ($356k ARR)

webhook.listener.onEvent(source="salesforce", entity="CloudScale Data", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at CloudScale Data

AI meeting transcript scanned for CloudScale Data: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for CloudScale Data: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for CloudScale Data ($310k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for CloudScale Data. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00209 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00209", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for CloudScale Data team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"CloudScale Data Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00209)


Operational trigger received from salesforce for FinTech Global ($405k ARR)

webhook.listener.onEvent(source="salesforce", entity="FinTech Global", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($283k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00210 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00210", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"FinTech Global Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for FinTech Global (#crm_00210)


Operational trigger received from salesforce for Stripe Technologies ($335k ARR)

webhook.listener.onEvent(source="salesforce", entity="Stripe Technologies", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Stripe Technologies

AI meeting transcript scanned for Stripe Technologies: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Stripe Technologies: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Stripe Technologies ($386k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00211 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00211", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Stripe Technologies team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Stripe Technologies Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00211)


Operational trigger received from salesforce for Aura Therapeutics ($172k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Aura Therapeutics

AI meeting transcript scanned for Aura Therapeutics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Aura Therapeutics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Aura Therapeutics ($80k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00212 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00212", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Aura Therapeutics team on 2026-03-24

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00212)


Operational trigger received from salesforce for Vanguard Financial ($235k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vanguard Financial", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vanguard Financial

AI meeting transcript scanned for Vanguard Financial: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vanguard Financial: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vanguard Financial ($444k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00213 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00213", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vanguard Financial team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vanguard Financial Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00213)


Operational trigger received from salesforce for Vanguard Financial ($174k ARR)

Drafted executive opportunity summary for Vanguard Financial ($61k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00214 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00214", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00214)


Operational trigger received from salesforce for OmniChannel Inc ($185k ARR)

webhook.listener.onEvent(source="salesforce", entity="OmniChannel Inc", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at OmniChannel Inc

AI meeting transcript scanned for OmniChannel Inc: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for OmniChannel Inc: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for OmniChannel Inc ($377k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00215 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00215", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for OmniChannel Inc team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"OmniChannel Inc Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00215)


Operational trigger received from salesforce for FinTech Global ($87k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($454k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00216 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00216", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

Workflow execution cycle finalized and verified for FinTech Global (#crm_00216)


Operational trigger received from salesforce for Vertex Cyber ($68k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vertex Cyber", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vertex Cyber

AI meeting transcript scanned for Vertex Cyber: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vertex Cyber: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vertex Cyber ($251k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00217 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00217", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vertex Cyber team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vertex Cyber Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vertex Cyber (#crm_00217)


Operational trigger received from salesforce for Apex Retail Group ($304k ARR)

webhook.listener.onEvent(source="salesforce", entity="Apex Retail Group", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($111k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00218 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00218", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Apex Retail Group Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00218)


Operational trigger received from salesforce for FinTech Global ($130k ARR)

webhook.listener.onEvent(source="salesforce", entity="FinTech Global", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($258k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00219 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00219", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"FinTech Global Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for FinTech Global (#crm_00219)


Operational trigger received from salesforce for OmniChannel Inc ($204k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at OmniChannel Inc

AI meeting transcript scanned for OmniChannel Inc: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for OmniChannel Inc: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for OmniChannel Inc ($195k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00220 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00220", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for OmniChannel Inc team on 2026-03-24

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00220)


Operational trigger received from salesforce for Stripe Technologies ($210k ARR)

webhook.listener.onEvent(source="salesforce", entity="Stripe Technologies", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Stripe Technologies

AI meeting transcript scanned for Stripe Technologies: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Stripe Technologies: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Stripe Technologies ($368k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00221 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00221", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Stripe Technologies team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Stripe Technologies Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00221)


Operational trigger received from salesforce for FinTech Global ($196k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($330k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00222 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00222", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

Workflow execution cycle finalized and verified for FinTech Global (#crm_00222)


Operational trigger received from salesforce for FinTech Global ($109k ARR)

Drafted executive opportunity summary for FinTech Global ($423k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00223 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00223", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for FinTech Global (#crm_00223)


Operational trigger received from salesforce for NovaBio Labs ($188k ARR)

webhook.listener.onEvent(source="salesforce", entity="NovaBio Labs", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at NovaBio Labs

AI meeting transcript scanned for NovaBio Labs: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for NovaBio Labs: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for NovaBio Labs ($66k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00224 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00224", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for NovaBio Labs team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"NovaBio Labs Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00224)


Operational trigger received from salesforce for CloudScale Data ($328k ARR)

webhook.listener.onEvent(source="salesforce", entity="CloudScale Data", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at CloudScale Data

AI meeting transcript scanned for CloudScale Data: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for CloudScale Data: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for CloudScale Data ($429k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00225 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00225", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for CloudScale Data team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"CloudScale Data Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00225)


Operational trigger received from salesforce for Stripe Technologies ($306k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Stripe Technologies

AI meeting transcript scanned for Stripe Technologies: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Stripe Technologies: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Stripe Technologies ($128k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00226 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00226", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Stripe Technologies team on 2026-03-24

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00226)


Operational trigger received from salesforce for OmniChannel Inc ($449k ARR)

webhook.listener.onEvent(source="salesforce", entity="OmniChannel Inc", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at OmniChannel Inc

AI meeting transcript scanned for OmniChannel Inc: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for OmniChannel Inc: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for OmniChannel Inc ($357k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00227 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00227", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for OmniChannel Inc team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"OmniChannel Inc Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00227)


Operational trigger received from salesforce for FinTech Global ($423k ARR)

webhook.listener.onEvent(source="salesforce", entity="FinTech Global", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($123k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00228 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00228", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"FinTech Global Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for FinTech Global (#crm_00228)


Operational trigger received from salesforce for NovaBio Labs ($171k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at NovaBio Labs

AI meeting transcript scanned for NovaBio Labs: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for NovaBio Labs: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for NovaBio Labs ($303k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00229 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00229", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for NovaBio Labs team on 2026-03-24

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00229)


Operational trigger received from salesforce for Beacon Energy ($85k ARR)

webhook.listener.onEvent(source="salesforce", entity="Beacon Energy", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Beacon Energy

AI meeting transcript scanned for Beacon Energy: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Beacon Energy: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Beacon Energy ($276k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Beacon Energy. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00230 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00230", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Beacon Energy team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Beacon Energy Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Beacon Energy (#crm_00230)


Operational trigger received from salesforce for NovaBio Labs ($186k ARR)

webhook.listener.onEvent(source="salesforce", entity="NovaBio Labs", payload_bytes=1420)

Drafted executive opportunity summary for NovaBio Labs ($205k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00231 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00231", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

google_calendar.events.insert(calendarId="primary", event={"summary":"NovaBio Labs Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00231)


Operational trigger received from salesforce for Aura Therapeutics ($149k ARR)

webhook.listener.onEvent(source="salesforce", entity="Aura Therapeutics", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Aura Therapeutics

AI meeting transcript scanned for Aura Therapeutics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Aura Therapeutics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Aura Therapeutics ($280k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00232 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00232", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Aura Therapeutics team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Aura Therapeutics Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00232)


Operational trigger received from salesforce for Sentinel Networks ($237k ARR)

webhook.listener.onEvent(source="salesforce", entity="Sentinel Networks", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Sentinel Networks

AI meeting transcript scanned for Sentinel Networks: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Sentinel Networks: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Sentinel Networks ($230k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00233 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00233", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Sentinel Networks team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Sentinel Networks Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Sentinel Networks (#crm_00233)


Operational trigger received from salesforce for Aura Therapeutics ($293k ARR)

Drafted executive opportunity summary for Aura Therapeutics ($169k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00234 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00234", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00234)


Operational trigger received from salesforce for NovaBio Labs ($368k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at NovaBio Labs

AI meeting transcript scanned for NovaBio Labs: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for NovaBio Labs: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for NovaBio Labs ($58k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00235 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00235", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for NovaBio Labs team on 2026-03-24

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00235)


Operational trigger received from salesforce for Catalyst Software ($55k ARR)

webhook.listener.onEvent(source="salesforce", entity="Catalyst Software", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Catalyst Software

AI meeting transcript scanned for Catalyst Software: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Catalyst Software: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Catalyst Software ($434k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00236 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00236", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Catalyst Software team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Catalyst Software Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Catalyst Software (#crm_00236)


Operational trigger received from salesforce for OmniChannel Inc ($129k ARR)

webhook.listener.onEvent(source="salesforce", entity="OmniChannel Inc", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at OmniChannel Inc

AI meeting transcript scanned for OmniChannel Inc: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for OmniChannel Inc: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for OmniChannel Inc ($266k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00237 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00237", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for OmniChannel Inc team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"OmniChannel Inc Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00237)


Operational trigger received from salesforce for Catalyst Software ($309k ARR)

Drafted executive opportunity summary for Catalyst Software ($50k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00238 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00238", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Catalyst Software (#crm_00238)


Operational trigger received from salesforce for FinTech Global ($350k ARR)

webhook.listener.onEvent(source="salesforce", entity="FinTech Global", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($419k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00239 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00239", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"FinTech Global Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for FinTech Global (#crm_00239)


Operational trigger received from salesforce for CloudScale Data ($99k ARR)

webhook.listener.onEvent(source="salesforce", entity="CloudScale Data", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at CloudScale Data

AI meeting transcript scanned for CloudScale Data: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for CloudScale Data: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for CloudScale Data ($225k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00240 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00240", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for CloudScale Data team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"CloudScale Data Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00240)


Operational trigger received from salesforce for Vertex Cyber ($329k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vertex Cyber", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vertex Cyber

AI meeting transcript scanned for Vertex Cyber: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vertex Cyber: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vertex Cyber ($445k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00241 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00241", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vertex Cyber team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vertex Cyber Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vertex Cyber (#crm_00241)


Operational trigger received from salesforce for Meridian Logistics ($221k ARR)

webhook.listener.onEvent(source="salesforce", entity="Meridian Logistics", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Meridian Logistics

AI meeting transcript scanned for Meridian Logistics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Meridian Logistics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Meridian Logistics ($328k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00242 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00242", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Meridian Logistics team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Meridian Logistics Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00242)


Operational trigger received from salesforce for Vanguard Financial ($165k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vanguard Financial", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vanguard Financial

AI meeting transcript scanned for Vanguard Financial: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vanguard Financial: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vanguard Financial ($390k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00243 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00243", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vanguard Financial team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vanguard Financial Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00243)


Operational trigger received from salesforce for Catalyst Software ($185k ARR)

webhook.listener.onEvent(source="salesforce", entity="Catalyst Software", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Catalyst Software

AI meeting transcript scanned for Catalyst Software: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Catalyst Software: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Catalyst Software ($310k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00244 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00244", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Catalyst Software team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Catalyst Software Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Catalyst Software (#crm_00244)


Operational trigger received from salesforce for CloudScale Data ($240k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at CloudScale Data

AI meeting transcript scanned for CloudScale Data: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for CloudScale Data: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for CloudScale Data ($432k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00245 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00245", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for CloudScale Data team on 2026-03-24

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00245)


Operational trigger received from salesforce for Meridian Logistics ($92k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Meridian Logistics

AI meeting transcript scanned for Meridian Logistics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Meridian Logistics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Meridian Logistics ($132k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00246 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00246", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Meridian Logistics team on 2026-03-24

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00246)


Operational trigger received from salesforce for Beacon Energy ($319k ARR)

webhook.listener.onEvent(source="salesforce", entity="Beacon Energy", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Beacon Energy

AI meeting transcript scanned for Beacon Energy: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Beacon Energy: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Beacon Energy ($69k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00247 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00247", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Beacon Energy team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Beacon Energy Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Beacon Energy (#crm_00247)


Operational trigger received from salesforce for CloudScale Data ($356k ARR)

webhook.listener.onEvent(source="salesforce", entity="CloudScale Data", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at CloudScale Data

AI meeting transcript scanned for CloudScale Data: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for CloudScale Data: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for CloudScale Data ($288k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00248 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00248", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for CloudScale Data team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"CloudScale Data Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00248)


Operational trigger received from salesforce for Beacon Energy ($191k ARR)

Drafted executive opportunity summary for Beacon Energy ($230k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00249 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00249", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Beacon Energy (#crm_00249)


Operational trigger received from salesforce for Nexus AI ($414k ARR)

webhook.listener.onEvent(source="salesforce", entity="Nexus AI", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Nexus AI

AI meeting transcript scanned for Nexus AI: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Nexus AI: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Nexus AI ($209k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00250 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00250", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Nexus AI team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Nexus AI Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Nexus AI (#crm_00250)


Operational trigger received from salesforce for Meridian Logistics ($153k ARR)

webhook.listener.onEvent(source="salesforce", entity="Meridian Logistics", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Meridian Logistics

AI meeting transcript scanned for Meridian Logistics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Meridian Logistics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Meridian Logistics ($376k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00251 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00251", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Meridian Logistics team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Meridian Logistics Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00251)


Operational trigger received from salesforce for Acme Health Systems ($378k ARR)

webhook.listener.onEvent(source="salesforce", entity="Acme Health Systems", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Acme Health Systems

AI meeting transcript scanned for Acme Health Systems: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Acme Health Systems: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Acme Health Systems ($163k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00252 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00252", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Acme Health Systems team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Acme Health Systems Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00252)


Operational trigger received from salesforce for Vertex Cyber ($429k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vertex Cyber", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vertex Cyber

AI meeting transcript scanned for Vertex Cyber: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vertex Cyber: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vertex Cyber ($315k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00253 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00253", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vertex Cyber team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vertex Cyber Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vertex Cyber (#crm_00253)


Operational trigger received from salesforce for Vanguard Financial ($282k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vanguard Financial", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vanguard Financial

AI meeting transcript scanned for Vanguard Financial: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vanguard Financial: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vanguard Financial ($386k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00254 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00254", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vanguard Financial team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vanguard Financial Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00254)


Operational trigger received from salesforce for Apex Retail Group ($183k ARR)

webhook.listener.onEvent(source="salesforce", entity="Apex Retail Group", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($250k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00255 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00255", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Apex Retail Group Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00255)


Operational trigger received from salesforce for Sentinel Networks ($355k ARR)

webhook.listener.onEvent(source="salesforce", entity="Sentinel Networks", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Sentinel Networks

AI meeting transcript scanned for Sentinel Networks: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Sentinel Networks: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Sentinel Networks ($459k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00256 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00256", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Sentinel Networks team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Sentinel Networks Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Sentinel Networks (#crm_00256)


Operational trigger received from salesforce for Vertex Cyber ($231k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vertex Cyber

AI meeting transcript scanned for Vertex Cyber: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vertex Cyber: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vertex Cyber ($214k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00257 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00257", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vertex Cyber team on 2026-03-24

Workflow execution cycle finalized and verified for Vertex Cyber (#crm_00257)


Operational trigger received from salesforce for Aura Therapeutics ($74k ARR)

webhook.listener.onEvent(source="salesforce", entity="Aura Therapeutics", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Aura Therapeutics

AI meeting transcript scanned for Aura Therapeutics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Aura Therapeutics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Aura Therapeutics ($423k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00258 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00258", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Aura Therapeutics team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Aura Therapeutics Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00258)


Operational trigger received from salesforce for FinTech Global ($180k ARR)

webhook.listener.onEvent(source="salesforce", entity="FinTech Global", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($263k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00259 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00259", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"FinTech Global Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for FinTech Global (#crm_00259)


Operational trigger received from salesforce for Acme Health Systems ($308k ARR)

webhook.listener.onEvent(source="salesforce", entity="Acme Health Systems", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Acme Health Systems

AI meeting transcript scanned for Acme Health Systems: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Acme Health Systems: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Acme Health Systems ($377k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00260 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00260", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Acme Health Systems team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Acme Health Systems Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00260)


Operational trigger received from salesforce for OmniChannel Inc ($285k ARR)

webhook.listener.onEvent(source="salesforce", entity="OmniChannel Inc", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at OmniChannel Inc

AI meeting transcript scanned for OmniChannel Inc: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for OmniChannel Inc: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for OmniChannel Inc ($450k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00261 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00261", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for OmniChannel Inc team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"OmniChannel Inc Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00261)


Operational trigger received from salesforce for Catalyst Software ($133k ARR)

webhook.listener.onEvent(source="salesforce", entity="Catalyst Software", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Catalyst Software

AI meeting transcript scanned for Catalyst Software: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Catalyst Software: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Catalyst Software ($353k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00262 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00262", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Catalyst Software team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Catalyst Software Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Catalyst Software (#crm_00262)


Operational trigger received from salesforce for Apex Retail Group ($108k ARR)

webhook.listener.onEvent(source="salesforce", entity="Apex Retail Group", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($103k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00263 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00263", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Apex Retail Group Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00263)


Operational trigger received from salesforce for NovaBio Labs ($115k ARR)

webhook.listener.onEvent(source="salesforce", entity="NovaBio Labs", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at NovaBio Labs

AI meeting transcript scanned for NovaBio Labs: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for NovaBio Labs: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for NovaBio Labs ($83k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00264 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00264", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for NovaBio Labs team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"NovaBio Labs Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00264)