Operational trigger received from salesforce for Pinnacle Media ($119k 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 ($408k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00089 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00089", 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_00089)


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 Sentinel Networks ($246k ARR)

next_step is required
follow_up_date must be in the future

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

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

[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 Sentinel Networks: 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 Sentinel Networks: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Deliver SOC-2 report and schedule infosec review

Drafted executive opportunity summary for Sentinel Networks ($268k 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.

Architecture
Infosec
Procurement timeline

Salesforce Opportunity #crm_00090 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00090", 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_00090)


Operational trigger received from salesforce for Sentinel Networks ($206k ARR)

Drafted executive opportunity summary for Sentinel Networks ($458k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00091 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00091", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Sentinel Networks (#crm_00091)


Operational trigger received from salesforce for Vanguard Financial ($420k 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 ($300k 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_00092 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00092", 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_00092)


Operational trigger received from salesforce for NovaBio Labs ($93k 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 ($229k 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_00093 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00093", 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_00093)


Operational trigger received from salesforce for Meridian Logistics ($132k 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 ($135k 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_00094 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00094", 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_00094)


Operational trigger received from salesforce for Pinnacle Media ($427k ARR)

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 ($123k 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_00095 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00095", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00095)


Operational trigger received from salesforce for Apex Retail Group ($410k 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 ($176k 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_00096 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00096", 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_00096)


Operational trigger received from salesforce for Nexus AI ($68k 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 ($340k 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_00097 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00097", 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_00097)


Operational trigger received from salesforce for Acme Health Systems ($276k 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 ($59k 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_00098 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00098", 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_00098)


Operational trigger received from salesforce for CloudScale Data ($170k 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 ($220k 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_00099 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00099", 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_00099)


Operational trigger received from salesforce for Vertex Cyber ($93k 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 ($432k 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_00100 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00100", 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_00100)


Operational trigger received from salesforce for OmniChannel Inc ($164k 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 ($227k 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.

Salesforce Opportunity #crm_00101 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00101", 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_00101)


Operational trigger received from salesforce for Stripe Technologies ($446k 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 ($464k 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_00102 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00102", 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_00102)


Operational trigger received from salesforce for CloudScale Data ($201k 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 ($209k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00103 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00103", 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_00103)


Operational trigger received from salesforce for Nexus AI ($179k 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 ($52k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00104 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00104", 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_00104)


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 Meridian Logistics ($104k 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 ($209k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00105 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00105", 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_00105)


Operational trigger received from salesforce for Aura Therapeutics ($308k 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 ($97k 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_00106 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00106", 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_00106)


Operational trigger received from salesforce for Pinnacle Media ($106k 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 ($437k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00107 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00107", 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_00107)


Operational trigger received from salesforce for OmniChannel Inc ($443k 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 ($175k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00108 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00108", 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_00108)


Operational trigger received from salesforce for Beacon Energy ($62k 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 ($218k 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_00109 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00109", 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_00109)


Operational trigger received from salesforce for Stripe Technologies ($284k 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 ($201k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00110 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00110", 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_00110)


Operational trigger received from salesforce for Meridian Logistics ($378k 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 ($108k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00111 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00111", 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_00111)


Operational trigger received from salesforce for Beacon Energy ($247k ARR)

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 ($254k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00112 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00112", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Beacon Energy (#crm_00112)


Operational trigger received from salesforce for Apex Retail Group ($425k 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 ($66k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00113 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00113", 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_00113)


Operational trigger received from salesforce for Vertex Cyber ($161k 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 ($124k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00114 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00114", 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_00114)


Operational trigger received from salesforce for Apex Retail Group ($257k ARR)

Drafted executive opportunity summary for Apex Retail Group ($392k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00115 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00115", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00115)


Operational trigger received from salesforce for Vertex Cyber ($443k ARR)

Drafted executive opportunity summary for Vertex Cyber ($406k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00116 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00116", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Vertex Cyber (#crm_00116)


Operational trigger received from salesforce for NovaBio Labs ($225k 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 ($459k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00117 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00117", 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_00117)


Operational trigger received from salesforce for Aura Therapeutics ($359k 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 ($320k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00118 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00118", 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_00118)


Operational trigger received from salesforce for NovaBio Labs ($459k ARR)

Drafted executive opportunity summary for NovaBio Labs ($290k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00119 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00119", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00119)


Operational trigger received from salesforce for Aura Therapeutics ($205k ARR)

Drafted executive opportunity summary for Aura Therapeutics ($248k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00120 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00120", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00120)


Operational trigger received from salesforce for Vanguard Financial ($156k 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 ($173k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00121 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00121", 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_00121)


Operational trigger received from salesforce for Vanguard Financial ($383k ARR)

Drafted executive opportunity summary for Vanguard Financial ($422k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00122 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00122", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00122)


Operational trigger received from salesforce for Vertex Cyber ($335k 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 ($353k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00123 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00123", 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_00123)


Operational trigger received from salesforce for Catalyst Software ($80k 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 ($464k 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_00124 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00124", 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_00124)


Operational trigger received from salesforce for Acme Health Systems ($206k 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 ($67k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00125 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00125", 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_00125)


Operational trigger received from salesforce for Meridian Logistics ($157k 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 ($60k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00126 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00126", 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_00126)


Operational trigger received from salesforce for Aura Therapeutics ($142k 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 ($233k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00127 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00127", 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_00127)


Operational trigger received from salesforce for NovaBio Labs ($333k 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 ($94k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00128 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00128", 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_00128)


Operational trigger received from salesforce for Sentinel Networks ($452k 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 ($375k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00129 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00129", 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_00129)


Operational trigger received from salesforce for Apex Retail Group ($266k 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 ($441k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00130 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00130", 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_00130)


Operational trigger received from salesforce for Catalyst Software ($240k 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 ($337k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00131 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00131", 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_00131)


Operational trigger received from salesforce for CloudScale Data ($137k 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 ($395k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00132 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00132", 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_00132)


Operational trigger received from salesforce for Acme Health Systems ($380k 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 ($332k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00133 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00133", 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_00133)


Operational trigger received from salesforce for Pinnacle Media ($393k 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 ($359k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00134 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00134", 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_00134)


Operational trigger received from salesforce for Stripe Technologies ($460k 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 ($119k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00135 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00135", 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_00135)


Operational trigger received from salesforce for Acme Health Systems ($248k 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 ($157k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00136 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00136", 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_00136)


Operational trigger received from salesforce for Beacon Energy ($263k 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 ($285k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00137 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00137", 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_00137)


Operational trigger received from salesforce for Stripe Technologies ($172k 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 ($72k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00138 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00138", 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_00138)


Operational trigger received from salesforce for Pinnacle Media ($396k ARR)

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 ($329k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00139 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00139", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00139)


Operational trigger received from salesforce for CloudScale Data ($239k 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 ($405k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00140 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00140", 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_00140)


Operational trigger received from salesforce for Pinnacle Media ($338k ARR)

Drafted executive opportunity summary for Pinnacle Media ($294k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00141 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00141", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00141)


Operational trigger received from salesforce for Catalyst Software ($82k 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 ($195k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00142 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00142", 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_00142)


Operational trigger received from salesforce for Sentinel Networks ($448k 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 ($56k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00143 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00143", 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_00143)


Operational trigger received from salesforce for Pinnacle Media ($49k 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 ($173k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00144 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00144", 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_00144)


Operational trigger received from salesforce for CloudScale Data ($202k 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 ($375k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00145 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00145", 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_00145)


Operational trigger received from salesforce for Vanguard Financial ($300k 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 ($113k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00146 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00146", 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_00146)


Operational trigger received from salesforce for Aura Therapeutics ($211k 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 ($227k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00147 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00147", 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_00147)


Operational trigger received from salesforce for Pinnacle Media ($149k ARR)

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 ($302k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00148 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00148", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00148)


Operational trigger received from salesforce for FinTech Global ($126k 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 ($177k 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_00149 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00149", 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_00149)


Operational trigger received from salesforce for Catalyst Software ($46k 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 ($463k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00150 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00150", 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_00150)


Operational trigger received from salesforce for Acme Health Systems ($368k 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 ($219k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00151 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00151", 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_00151)


Operational trigger received from salesforce for Aura Therapeutics ($116k 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 ($130k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00152 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00152", 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_00152)


Operational trigger received from salesforce for Vertex Cyber ($193k 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 ($302k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00153 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00153", 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_00153)


Operational trigger received from salesforce for Apex Retail Group ($50k 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 ($87k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00154 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00154", 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_00154)


Operational trigger received from salesforce for Meridian Logistics ($96k 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 ($443k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00155 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00155", 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_00155)


Operational trigger received from salesforce for CloudScale Data ($294k 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 ($125k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00156 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00156", 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_00156)


Operational trigger received from salesforce for Meridian Logistics ($121k ARR)

Drafted executive opportunity summary for Meridian Logistics ($182k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00157 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00157", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00157)


Operational trigger received from salesforce for Nexus AI ($309k 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 ($168k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00158 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00158", 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_00158)


Operational trigger received from salesforce for Acme Health Systems ($354k 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 ($57k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00159 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00159", 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_00159)


Operational trigger received from salesforce for Pinnacle Media ($177k 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 ($96k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00160 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00160", 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_00160)


Operational trigger received from salesforce for Pinnacle Media ($402k ARR)

Drafted executive opportunity summary for Pinnacle Media ($464k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00161 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00161", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00161)


Operational trigger received from salesforce for Apex Retail Group ($295k 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 ($128k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00162 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00162", 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_00162)


Operational trigger received from salesforce for CloudScale Data ($158k 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 ($217k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00163 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00163", 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_00163)


Operational trigger received from salesforce for Beacon Energy ($236k 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 ($383k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00164 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00164", 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_00164)


Operational trigger received from salesforce for Meridian Logistics ($157k 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 ($258k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00165 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00165", 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_00165)


Operational trigger received from salesforce for NovaBio Labs ($97k 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 ($312k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00166 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00166", 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_00166)


Operational trigger received from salesforce for OmniChannel Inc ($219k 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 ($137k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00167 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00167", 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_00167)


Operational trigger received from salesforce for Vertex Cyber ($318k 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 ($247k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00168 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00168", 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_00168)


Operational trigger received from salesforce for Stripe Technologies ($255k 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 ($285k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00169 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00169", 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_00169)


Operational trigger received from salesforce for Apex Retail Group ($325k 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 ($434k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00170 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00170", 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_00170)


Operational trigger received from salesforce for Acme Health Systems ($175k 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 ($415k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00171 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00171", 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_00171)


Operational trigger received from salesforce for Stripe Technologies ($154k 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 ($383k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00172 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00172", 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_00172)


Operational trigger received from salesforce for Vertex Cyber ($213k 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 ($234k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00173 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00173", 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_00173)


Operational trigger received from salesforce for FinTech Global ($226k 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 ($292k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00174 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00174", 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_00174)


Operational trigger received from salesforce for Beacon Energy ($298k 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 ($413k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00175 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00175", 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_00175)


Operational trigger received from salesforce for Stripe Technologies ($198k 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 ($105k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00176 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00176", 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_00176)