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

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

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

Complete the opportunity record after a customer meeting

Operational trigger received from salesforce for OmniChannel Inc ($69k ARR)

next_step is required
follow_up_date must be in the future

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

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

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

VP Engineering
Director of IT
Enterprise AE

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

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

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

Deliver SOC-2 report and schedule infosec review

Drafted executive opportunity summary for OmniChannel Inc ($206k ARR) with pricing timeline and stakeholder map

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

Architecture
Infosec
Procurement timeline

Salesforce Opportunity #crm_00001 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00001", 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_00001)


Operational trigger received from salesforce for Meridian Logistics ($319k 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 ($250k 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_00002 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00002", 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_00002)


Operational trigger received from salesforce for Acme Health Systems ($210k 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 ($200k 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_00003 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00003", 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_00003)


Operational trigger received from salesforce for Pinnacle Media ($305k 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 ($200k 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_00004 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00004", 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_00004)


Operational trigger received from salesforce for Catalyst Software ($258k 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 ($150k 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_00005 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00005", 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_00005)


Operational trigger received from salesforce for NovaBio Labs ($380k 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 ($204k 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_00006 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00006", 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_00006)


Operational trigger received from salesforce for Vertex Cyber ($422k 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 ($384k 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_00007 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00007", 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_00007)


Operational trigger received from salesforce for Pinnacle Media ($255k 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 ($341k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00008 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00008", 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_00008)


Operational trigger received from salesforce for Vanguard Financial ($388k 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 ($234k 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_00009 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00009", 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_00009)


Operational trigger received from salesforce for Vanguard Financial ($153k ARR)

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

Salesforce Opportunity #crm_00010 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00010", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00010)


Operational trigger received from salesforce for Apex Retail Group ($238k 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 ($293k 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_00011 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00011", 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_00011)


Operational trigger received from salesforce for NovaBio Labs ($88k 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 ($262k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00012 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00012", 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_00012)


Operational trigger received from salesforce for Aura Therapeutics ($195k 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 ($53k 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_00013 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00013", 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_00013)


Operational trigger received from salesforce for Aura Therapeutics ($393k ARR)

Drafted executive opportunity summary for Aura Therapeutics ($218k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00014 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00014", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00014)


Operational trigger received from salesforce for NovaBio Labs ($378k 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 ($436k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00015 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00015", 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_00015)


Operational trigger received from salesforce for Aura Therapeutics ($412k ARR)

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

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

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

Drafted executive opportunity summary for Aura Therapeutics ($260k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00016 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00016", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00016)


Operational trigger received from salesforce for Meridian Logistics ($146k 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 ($450k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00017 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00017", 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_00017)


Operational trigger received from salesforce for FinTech Global ($414k 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 ($336k 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_00018 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00018", 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_00018)


Operational trigger received from salesforce for Acme Health Systems ($287k 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 ($442k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00019 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00019", 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_00019)


Operational trigger received from salesforce for Nexus AI ($183k 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 ($404k ARR) with pricing timeline and stakeholder map

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

Salesforce Opportunity #crm_00020 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00020", 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_00020)


Operational trigger received from salesforce for Vanguard Financial ($65k 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 ($220k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00021 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00021", 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_00021)


Operational trigger received from salesforce for Vertex Cyber ($326k 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

Salesforce Opportunity #crm_00022 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00022", 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_00022)


Operational trigger received from salesforce for Sentinel Networks ($383k 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 ($110k 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_00023 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00023", 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_00023)


Operational trigger received from salesforce for Apex Retail Group ($284k 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 ($280k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00024 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00024", 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_00024)


Operational trigger received from salesforce for Stripe Technologies ($354k 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 ($77k 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_00025 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00025", 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_00025)


Operational trigger received from salesforce for Vanguard Financial ($282k 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 ($388k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00026 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00026", 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_00026)


Operational trigger received from salesforce for Nexus AI ($390k 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 ($352k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00027 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00027", 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_00027)


Operational trigger received from salesforce for Vanguard Financial ($228k ARR)

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

Drafted executive opportunity summary for Vanguard Financial ($268k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00028 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00028", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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_00028)


Operational trigger received from salesforce for Pinnacle Media ($192k 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 ($115k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00029 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00029", 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_00029)


Operational trigger received from salesforce for Acme Health Systems ($55k 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 ($76k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00030 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00030", 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_00030)


Operational trigger received from salesforce for Pinnacle Media ($221k ARR)

Drafted executive opportunity summary for Pinnacle Media ($451k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00031 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00031", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00031)


Operational trigger received from salesforce for Meridian Logistics ($299k 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 ($206k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00032 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00032", 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_00032)


Operational trigger received from salesforce for Vanguard Financial ($59k 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 ($453k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00033 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00033", 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_00033)


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 ($459k 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 ($221k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00034 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00034", 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_00034)


Operational trigger received from salesforce for Catalyst Software ($196k 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 ($429k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00035 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00035", 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_00035)


Operational trigger received from salesforce for Pinnacle Media ($46k 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 ($404k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00036 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00036", 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_00036)


Operational trigger received from salesforce for Aura Therapeutics ($367k 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 ($207k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00037 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00037", 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_00037)


Operational trigger received from salesforce for Pinnacle Media ($117k ARR)

Drafted executive opportunity summary for Pinnacle Media ($281k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00038 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00038", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00038)


Operational trigger received from salesforce for Vanguard Financial ($84k 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 ($393k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00039 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00039", 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_00039)


Operational trigger received from salesforce for Stripe Technologies ($250k 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 ($429k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00040 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00040", 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_00040)


Operational trigger received from salesforce for CloudScale Data ($433k 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 ($179k 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_00041 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00041", 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_00041)


Operational trigger received from salesforce for Beacon Energy ($207k 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 ($288k 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_00042 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00042", 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_00042)


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

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

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

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

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

Drafted executive opportunity summary for Pinnacle Media ($176k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00043 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00043", 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_00043)


Operational trigger received from salesforce for NovaBio Labs ($346k 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 ($339k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00044 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00044", 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_00044)


Operational trigger received from salesforce for NovaBio Labs ($98k ARR)

Drafted executive opportunity summary for NovaBio Labs ($106k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00045 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00045", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00045)


Operational trigger received from salesforce for Apex Retail Group ($193k ARR)

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

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

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

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

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

Salesforce Opportunity #crm_00046 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00046", 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_00046)


Operational trigger received from salesforce for Beacon Energy ($291k ARR)

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

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

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

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

Salesforce Opportunity #crm_00047 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00047", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Beacon Energy (#crm_00047)


Operational trigger received from salesforce for Sentinel Networks ($273k 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 ($343k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00048 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00048", 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_00048)


Operational trigger received from salesforce for Aura Therapeutics ($399k 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 ($324k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00049 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00049", 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_00049)


Operational trigger received from salesforce for Aura Therapeutics ($262k ARR)

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

Salesforce Opportunity #crm_00050 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00050", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00050)


Operational trigger received from salesforce for CloudScale Data ($399k 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_00051 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00051", 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_00051)


Operational trigger received from salesforce for Apex Retail Group ($135k ARR)

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

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

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

Drafted executive opportunity summary for Apex Retail Group ($309k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00052 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00052", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00052)


Operational trigger received from salesforce for Stripe Technologies ($288k 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 ($343k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00053 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00053", 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_00053)


Operational trigger received from salesforce for OmniChannel Inc ($137k 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 ($174k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00054 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00054", 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_00054)


Operational trigger received from salesforce for Acme Health Systems ($206k ARR)

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

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

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

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

Drafted executive opportunity summary for Acme Health Systems ($112k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00055 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00055", 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_00055)


Operational trigger received from salesforce for NovaBio Labs ($424k 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 ($276k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00056 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00056", 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_00056)


Operational trigger received from salesforce for Vanguard Financial ($146k 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 ($226k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00057 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00057", 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_00057)


Operational trigger received from salesforce for Beacon Energy ($182k 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 ($134k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00058 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00058", 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_00058)


Operational trigger received from salesforce for Acme Health Systems ($217k ARR)

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

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

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

Drafted executive opportunity summary for Acme Health Systems ($442k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00059 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00059", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00059)


Operational trigger received from salesforce for Nexus AI ($63k 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 ($256k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00060 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00060", 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_00060)


Operational trigger received from salesforce for Aura Therapeutics ($274k 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 ($416k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00061 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00061", 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_00061)


Operational trigger received from salesforce for Vertex Cyber ($58k 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 ($244k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00062 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00062", 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_00062)


Operational trigger received from salesforce for Meridian Logistics ($86k 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 ($451k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00063 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00063", 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_00063)


Operational trigger received from salesforce for Catalyst Software ($51k 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 ($269k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00064 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00064", 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_00064)


Operational trigger received from salesforce for Sentinel Networks ($288k 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 ($273k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00065 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00065", 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_00065)


Operational trigger received from salesforce for Catalyst Software ($439k ARR)

Drafted executive opportunity summary for Catalyst Software ($65k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00066 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00066", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Catalyst Software (#crm_00066)


Operational trigger received from salesforce for Stripe Technologies ($90k 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 ($117k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00067 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00067", 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_00067)


Operational trigger received from salesforce for Vanguard Financial ($433k 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 ($248k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00068 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00068", 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_00068)


Operational trigger received from salesforce for FinTech Global ($219k 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 ($355k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00069 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00069", 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_00069)


Operational trigger received from salesforce for Pinnacle Media ($374k 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 ($420k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00070 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00070", 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_00070)


Operational trigger received from salesforce for Aura Therapeutics ($158k 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 ($96k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00071 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00071", 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_00071)


Operational trigger received from salesforce for NovaBio Labs ($74k 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 ($392k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00072 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00072", 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_00072)


Operational trigger received from salesforce for Acme Health Systems ($178k 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 ($459k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00073 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00073", 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_00073)


Operational trigger received from salesforce for Catalyst Software ($119k 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 ($328k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00074 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00074", 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_00074)


Operational trigger received from salesforce for Meridian Logistics ($177k 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 ($238k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00075 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00075", 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_00075)


Operational trigger received from salesforce for FinTech Global ($303k 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 ($96k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00076 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00076", 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_00076)


Operational trigger received from salesforce for FinTech Global ($245k ARR)

Drafted executive opportunity summary for FinTech Global ($212k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00077 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00077", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for FinTech Global (#crm_00077)


Operational trigger received from salesforce for Apex Retail Group ($445k 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 ($131k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00078 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00078", 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_00078)


Operational trigger received from salesforce for Meridian Logistics ($108k 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 ($206k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00079 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00079", 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_00079)


Operational trigger received from salesforce for Meridian Logistics ($60k ARR)

Drafted executive opportunity summary for Meridian Logistics ($186k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00080 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00080", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00080)


Operational trigger received from salesforce for Vertex Cyber ($283k 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 ($188k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00081 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00081", 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_00081)


Operational trigger received from salesforce for Vanguard Financial ($367k 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 ($97k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00082 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00082", 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_00082)


Operational trigger received from salesforce for Apex Retail Group ($205k ARR)

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

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

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

Drafted executive opportunity summary for Apex Retail Group ($69k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00083 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00083", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

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

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00083)


Operational trigger received from salesforce for Stripe Technologies ($75k 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 ($315k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00084 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00084", 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_00084)


Operational trigger received from salesforce for CloudScale Data ($348k 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 ($348k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00085 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00085", 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_00085)


Operational trigger received from salesforce for Apex Retail Group ($276k 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 ($154k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00086 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00086", 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_00086)


Operational trigger received from salesforce for Acme Health Systems ($273k 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 ($54k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00087 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00087", 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_00087)


Operational trigger received from salesforce for Vertex Cyber ($349k 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 ($197k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00088 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00088", 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_00088)