Operational trigger received from salesforce for Stripe Technologies ($195k 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 ($67k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00265 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00265", 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_00265)


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 Nexus AI ($122k ARR)

next_step is required
follow_up_date must be in the future

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

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

[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 Nexus AI: 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 Nexus AI: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Deliver SOC-2 report and schedule infosec review

Drafted executive opportunity summary for Nexus AI ($235k 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.

Architecture
Infosec
Procurement timeline

Salesforce Opportunity #crm_00266 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00266", 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_00266)


Operational trigger received from salesforce for Nexus AI ($392k ARR)

Drafted executive opportunity summary for Nexus AI ($425k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00267 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00267", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Nexus AI (#crm_00267)


Operational trigger received from salesforce for FinTech Global ($269k 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 ($170k 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_00268 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00268", 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_00268)


Operational trigger received from salesforce for Acme Health Systems ($299k 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 ($451k 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_00269 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00269", 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_00269)


Operational trigger received from salesforce for Nexus AI ($285k ARR)

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 ($78k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00270 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00270", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Nexus AI (#crm_00270)


Operational trigger received from salesforce for Sentinel Networks ($210k 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 ($252k ARR) with pricing timeline and stakeholder map

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

Salesforce Opportunity #crm_00271 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00271", 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_00271)


Operational trigger received from salesforce for Nexus AI ($249k ARR)

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

Salesforce Opportunity #crm_00272 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00272", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Nexus AI (#crm_00272)


Operational trigger received from salesforce for Beacon Energy ($142k 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 ($186k 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_00273 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00273", 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_00273)


Operational trigger received from salesforce for Apex Retail Group ($179k 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 ($215k 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_00274 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00274", 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_00274)


Operational trigger received from salesforce for CloudScale Data ($125k 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 ($297k 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_00275 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00275", 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_00275)


Operational trigger received from salesforce for Aura Therapeutics ($434k 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 ($440k 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_00276 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00276", 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_00276)


Operational trigger received from salesforce for NovaBio Labs ($226k 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 ($223k 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_00277 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00277", 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_00277)


Operational trigger received from salesforce for OmniChannel Inc ($209k 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 ($353k 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_00278 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00278", 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_00278)


Operational trigger received from salesforce for Nexus AI ($413k 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 ($231k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00279 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00279", 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_00279)


Operational trigger received from salesforce for Acme Health Systems ($369k 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 ($286k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00280 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00280", 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_00280)


Operational trigger received from salesforce for Catalyst Software ($235k ARR)

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

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

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

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

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

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_00281 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00281", 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_00281)


Operational trigger received from salesforce for Vertex Cyber ($357k 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 ($331k 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_00282 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00282", 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_00282)


Operational trigger received from salesforce for Apex Retail Group ($66k 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 ($318k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00283 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00283", 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_00283)


Operational trigger received from salesforce for NovaBio Labs ($107k 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 ($410k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00284 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00284", 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_00284)


Operational trigger received from salesforce for Vanguard Financial ($365k 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 ($124k 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_00285 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00285", 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_00285)


Operational trigger received from salesforce for Meridian Logistics ($225k 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 ($393k 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_00286 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00286", 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_00286)


Operational trigger received from salesforce for Sentinel Networks ($427k 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 ($143k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00287 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00287", 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_00287)


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 Sentinel Networks ($121k ARR)

Drafted executive opportunity summary for Sentinel Networks ($311k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00288 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00288", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Sentinel Networks (#crm_00288)


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

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

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

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

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

Drafted executive opportunity summary for OmniChannel Inc ($188k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00289 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00289", 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_00289)


Operational trigger received from salesforce for Pinnacle Media ($181k 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 ($229k 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_00290 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00290", 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_00290)


Operational trigger received from salesforce for OmniChannel Inc ($56k ARR)

Drafted executive opportunity summary for OmniChannel Inc ($254k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00291 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00291", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00291)


Operational trigger received from salesforce for Stripe Technologies ($388k 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 ($168k 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_00292 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00292", 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_00292)


Operational trigger received from salesforce for Meridian Logistics ($258k 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 ($279k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00293 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00293", 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_00293)


Operational trigger received from salesforce for Pinnacle Media ($295k 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 ($441k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00294 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00294", 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_00294)


Operational trigger received from salesforce for CloudScale Data ($377k 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 ($82k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00295 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00295", 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_00295)


Operational trigger received from salesforce for Meridian Logistics ($268k ARR)

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

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

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

Drafted executive opportunity summary for Meridian Logistics ($95k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00296 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00296", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00296)


Operational trigger received from salesforce for Vertex Cyber ($359k 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 ($59k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00297 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00297", 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_00297)


Operational trigger received from salesforce for Beacon Energy ($367k 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 ($61k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00298 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00298", 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_00298)


Operational trigger received from salesforce for Vertex Cyber ($87k ARR)

Drafted executive opportunity summary for Vertex Cyber ($138k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00299 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00299", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Vertex Cyber (#crm_00299)


Operational trigger received from salesforce for Vertex Cyber ($435k 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 ($271k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00300 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00300", 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_00300)


Operational trigger received from salesforce for Acme Health Systems ($239k 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 ($245k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00301 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00301", 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_00301)


Operational trigger received from salesforce for Stripe Technologies ($171k 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 ($100k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00302 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00302", 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_00302)


Operational trigger received from salesforce for Vanguard Financial ($248k 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 ($114k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00303 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00303", 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_00303)


Operational trigger received from salesforce for Sentinel Networks ($80k 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 ($192k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00304 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00304", 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_00304)


Operational trigger received from salesforce for Stripe Technologies ($316k 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 ($201k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00305 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00305", 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_00305)


Operational trigger received from salesforce for Pinnacle Media ($224k 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 ($230k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00306 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00306", 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_00306)


Operational trigger received from salesforce for Meridian Logistics ($406k 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 ($420k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00307 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00307", 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_00307)


Operational trigger received from salesforce for Aura Therapeutics ($366k 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 ($297k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00308 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00308", 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_00308)


Operational trigger received from salesforce for Aura Therapeutics ($140k ARR)

Drafted executive opportunity summary for Aura Therapeutics ($55k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00309 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00309", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00309)


Operational trigger received from salesforce for Meridian Logistics ($435k ARR)

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

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

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

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

Salesforce Opportunity #crm_00310 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00310", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00310)


Operational trigger received from salesforce for Nexus AI ($175k 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 ($322k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00311 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00311", 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_00311)


Operational trigger received from salesforce for Catalyst Software ($374k 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 ($120k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00312 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00312", 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_00312)


Operational trigger received from salesforce for OmniChannel Inc ($372k 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 ($50k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00313 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00313", 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_00313)


Operational trigger received from salesforce for Acme Health Systems ($218k 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 ($107k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00314 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00314", 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_00314)


Operational trigger received from salesforce for FinTech Global ($334k 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 ($223k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00315 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00315", 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_00315)


Operational trigger received from salesforce for Vertex Cyber ($79k 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 ($110k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00316 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00316", 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_00316)


Operational trigger received from salesforce for Stripe Technologies ($173k 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 ($75k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00317 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00317", 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_00317)


Operational trigger received from salesforce for Stripe Technologies ($268k ARR)

Drafted executive opportunity summary for Stripe Technologies ($324k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00318 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00318", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00318)


Operational trigger received from salesforce for Apex Retail Group ($112k 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 ($315k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00319 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00319", 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_00319)


Operational trigger received from salesforce for FinTech Global ($371k ARR)

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

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

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

Drafted executive opportunity summary for FinTech Global ($305k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00320 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00320", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for FinTech Global (#crm_00320)


Operational trigger received from salesforce for NovaBio Labs ($233k 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 ($164k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00321 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00321", 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_00321)


Operational trigger received from salesforce for Catalyst Software ($338k 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 ($439k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00322 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00322", 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_00322)


Operational trigger received from salesforce for NovaBio Labs ($366k ARR)

Drafted executive opportunity summary for NovaBio Labs ($397k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00323 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00323", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00323)


Operational trigger received from salesforce for Stripe Technologies ($53k 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 ($382k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00324 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00324", 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_00324)


Operational trigger received from salesforce for Stripe Technologies ($367k ARR)

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

Salesforce Opportunity #crm_00325 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00325", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00325)


Operational trigger received from salesforce for Pinnacle Media ($441k 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 ($175k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00326 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00326", 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_00326)


Operational trigger received from salesforce for Vertex Cyber ($255k 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 ($49k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00327 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00327", 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_00327)


Operational trigger received from salesforce for Beacon Energy ($311k 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 ($87k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00328 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00328", 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_00328)


Operational trigger received from salesforce for Pinnacle Media ($460k 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 ($46k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00329 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00329", 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_00329)


Operational trigger received from salesforce for OmniChannel Inc ($51k 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 ($440k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00330 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00330", 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_00330)


Operational trigger received from salesforce for FinTech Global ($195k 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 ($87k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00331 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00331", 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_00331)


Operational trigger received from salesforce for CloudScale Data ($179k 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 ($316k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00332 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00332", 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_00332)


Operational trigger received from salesforce for CloudScale Data ($181k ARR)

Drafted executive opportunity summary for CloudScale Data ($387k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00333 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00333", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00333)


Operational trigger received from salesforce for Vertex Cyber ($230k 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 ($120k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00334 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00334", 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_00334)


Operational trigger received from salesforce for OmniChannel Inc ($60k ARR)

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

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

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

Drafted executive opportunity summary for OmniChannel Inc ($45k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00335 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00335", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00335)


Operational trigger received from salesforce for Apex Retail Group ($131k 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 ($76k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00336 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00336", 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_00336)


Operational trigger received from salesforce for Vertex Cyber ($226k 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 ($250k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00337 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00337", 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_00337)


Operational trigger received from salesforce for Pinnacle Media ($71k 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 ($312k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00338 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00338", 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_00338)


Operational trigger received from salesforce for Beacon Energy ($243k 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 ($274k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00339 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00339", 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_00339)


Operational trigger received from salesforce for NovaBio Labs ($133k 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 ($156k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00340 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00340", 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_00340)


Operational trigger received from salesforce for OmniChannel Inc ($330k 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 ($247k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00341 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00341", 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_00341)


Operational trigger received from salesforce for Sentinel Networks ($345k 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 ($57k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00342 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00342", 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_00342)


Operational trigger received from salesforce for Sentinel Networks ($234k ARR)

Drafted executive opportunity summary for Sentinel Networks ($431k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00343 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00343", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Sentinel Networks (#crm_00343)


Operational trigger received from salesforce for NovaBio Labs ($409k ARR)

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

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

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

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

Salesforce Opportunity #crm_00344 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00344", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00344)


Operational trigger received from salesforce for CloudScale Data ($157k 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 ($182k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00345 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00345", 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_00345)


Operational trigger received from salesforce for Pinnacle Media ($254k 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 ($189k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00346 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00346", 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_00346)


Operational trigger received from salesforce for Beacon Energy ($323k 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 ($210k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00347 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00347", 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_00347)


Operational trigger received from salesforce for Meridian Logistics ($188k 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 ($89k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00348 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00348", 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_00348)


Operational trigger received from salesforce for OmniChannel Inc ($182k 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 ($253k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00349 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00349", 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_00349)


Operational trigger received from salesforce for Vanguard Financial ($60k 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 ($185k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00350 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00350", 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_00350)


Operational trigger received from salesforce for Meridian Logistics ($346k ARR)

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

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

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

Drafted executive opportunity summary for Meridian Logistics ($220k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00351 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00351", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00351)


Operational trigger received from salesforce for Vanguard Financial ($138k ARR)

Drafted executive opportunity summary for Vanguard Financial ($228k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00352 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00352", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00352)


Operational trigger received from salesforce for Vanguard Financial ($278k ARR)

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 ($183k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00353 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00353", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00353)


Operational trigger received from salesforce for Stripe Technologies ($390k 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 ($319k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00354 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00354", 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_00354)