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Close Larkspur by Friday Project Agent
MC
Deal StrategistFriday signing at risk: IT approval pending
Security review
Customer Agent
VASK
Approve access SK
Access request routed to Sarah. I'll update ENG-214 and warn Maya if it isn't granted by Wednesday.

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Comments
MC
Maya Chen created this Deal Room 2 days ago
MC
Maya Chen 20 mins ago
Deal Strategist did Larkspur's security team sign off on the data-residency answers? cc: PSPriya Shah
Deal Strategist 19 mins ago
MCMaya Chen Not yet. Their CISO asked two follow-ups in Security Questionnaire v3. Drafts are ready for Priya's review.
PS
Priya Shah 12 mins ago
Approved, thanks Deal Strategist! Send them and move the MSA redlines review to Thursday.
Deal Strategist 11 mins ago
PSPriya Shah Done. Answers sent, legal review moved, and Larkspur's champion is in the loop. Next up: Friday signing prep
Customer Agent

Remembers every request, promise and preference across Larkspur's relationship — with the source behind each one.

Memory
Discounts over 15% need VP Sales sign-offDODaniel Ortiz set the rule that every Larkspur pricing change goes through EPElena Park
Larkspur's CISO wants evidence, not claimsAfter round one of the questionnaire, the security team asked for a SOC 2 evidence link on every answer going forward.
Signing call set for Friday, 2pm ETAgreed with Larkspur's VP Operations on Tuesday's call. The Salesforce integration must work first.
Teams · Larkspur weekly syncGmail · Re: signing agenda
‹ ›Search agents
AI Agents
Active agents72 awaiting approval
Most active agentProject Agent
Actions this month3,418↑ 18% vs last month
AgentOwnerActionsApprovalTools

Every meeting, message, ticket, commit, CRM record and email linked into one living model of the deal — so people and agents always know what changed, who owns it, and what's blocked.

Humans and agents work in the same room, on the same state. Agents hand work to each other; people review, redirect, approve, or take over at any point. No more private AI chats that nobody else can see.

Every decision, commitment and customer preference is remembered with its source. No one re-explains context in the next standup, and every follow-up starts from what the team already knows.

Every agent has an identity, scoped permissions and a full audit trail. Sensitive actions — updating CRM, messaging a customer, requesting test-environment access — wait for a human to approve.

AI Agents

Your deal team just got bigger

Specialized agents that work inside every Deal Room with shared memory, scoped permissions and the full context of the account — useful from the very first meeting.

Keep every enterprise
deal moving

Deal Rooms

A persistent shared workspace for every strategic account. Requirements, decisions, owners and blockers — pulled automatically from meetings, chat, CRM, Jira and email.

Search
Larkspur Logistics — $250k dealAt riskMCVASK
OverviewTimelineDecisionsCommitmentsSources
ItemOwnerSourceLinked workDueStatus
Customer requirements
Spreadsheet data importVAVictor A.Kickoff callENG-198Sep 12Shipped
Salesforce integrationVAVictor A.Weekly syncENG-214FriBlocked
SSO for 500 users after signingPSPriya S.EmailAUTH-77Oct 3Planned
Dependencies & blockers
Access to Larkspur's test environmentSKSarah K.#larkspur-dealIT-2291WedPending
Data-residency answers (EU)Security AgentQuestionnaireSEC-31ThuApproved
Commitments to customer
Contract signing callMCMaya C.Re: signing agenda—Fri 2pmAt risk
Send order form for signatureDeal StrategistOpportunity—ThuDrafted

Implementation

From customer request to shipped change. Agents detect dependencies, route them to the right owner, and keep everyone updated until it's resolved.

ENG-214  Salesforce integration before Friday
DR
Dana Reyes · Larkspur 10:05 AM
We can sign Friday if the Salesforce integration is working.
Project Agent 10:06 AM
Linked to ENG-214 and assigned to Victor. Testing needs IT to approve access to Larkspur's test environment — asking Sarah now.
SK
Sarah Kim 1:40 PM
Approved. Access granted through Friday.
Project Agent 1:41 PM
Blocker cleared. Signing risk back to low. I've let Maya and Larkspur know.
Workflow
Project AgentRequirement detected in Teams call0m 4s
Technical AgentMatched to integrations team · owner Victor0m 6s
Project AgentDependency: test-environment access (IT-2291)0m 9s
ApprovalSarah Kim approved access request3h 34m
Customer AgentDrafted update to Larkspur · sent by Maya3h 36m
Details
AccountLarkspur OwnerVAVictor A. StatusUnblocked PriorityHigh DueFri, 2:00 PM Sources

Security & Legal

Questionnaires, evidence, redlines and approvals tracked to the question and the clause — so reviews stop being the reason a deal slips.

Larkspur — Security & legal review
OverviewQuestionnaireEvidenceRedlines
Security questionnaire v3
Answered142 / 156
Encryption at rest & in transitEvidence
SOC 2 Type II reportEvidence
EU data residencyNeeds review
Sub-processor listDrafted
MSA redlines
§7.2 Limitation of liabilityCounter sent
§9.1 Data processing addendumAgreed
§11 Termination for convenienceEscalated
Order form: pilot pricingVP approval
Legal Agent: Larkspur's counsel wants 60-day termination. Prior deals in this segment closed at 90 days — suggested counter attached.

Executive view

Ask anything about the business and get an answer backed by evidence. Drill from company to customer, project, task, blocker and source — without asking anyone for an update.

RTWhich customer projects are at risk this week?
Three of 24 active enterprise projects need attention. The biggest risk is Larkspur: the Salesforce connector is nearly done, but testing waits on IT approval. If IT doesn't approve it by Wednesday, the $250k signing on Friday slips.
AccountStageTop blockerRisk
Larkspur · $250kNegotiationIT approval pending (Sarah K.)High
Tessera Bank · $410kSecurity reviewPen-test report requestedMedium
Calder Insurance · $95kLegal§11 termination clauseMedium
Fenwick Labs · $180kImplementation—Low
Company→Larkspur→Salesforce integration→ENG-214→Test access→#it-access, Tue 10:07am

Engineering handoff

Customer promises connect directly to tickets, pull requests and deploys. Engineers see why the work matters; sales sees exactly where it stands.

Larkspur — Salesforce integration80% complete
ListTimelinePull requests
WorkMonTueWedThuFriMon
ENG-205 API authentication
✓ Done
ENG-214 Salesforce connector
VAPR #884 in review
IT-2291 Test access
Pending · Sarah
Deploy to production
Blocked
Contract signing
★ Fri 2pm
ENG-230 Usage dashboard
Next week
PR #884 · Salesforce connector
In review · linked to Larkspur's condition from Tuesday's call
Technical Agent
Testing is the only step left. Critical path runs through IT-2291.

Interactive demo

Watch Deal Room work

Pick an everyday situation. Watch what happens step by step — with every source and approval visible — then flip to see the same moment without Deal Room.

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Not another tool.
The layer above them.

Salesforce stays your system of record for customers, Jira for engineering work, GitHub for code. Deal Room is the system that understands how all of it relates — and keeps it moving.

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Observe Understand Coordinate Act Track Shared state

A continuous loop — observe, understand, coordinate, act, track — running on every Deal Room, all the time

See it in action
Company24 active enterprise projects3 at risk
CustomerLarkspur · $250kNegotiation
ProjectSalesforce integration · 80%Signing Fri
TaskENG-214 Salesforce connectorIn review
BlockerTest-environment accessPending
Source#it-access · Tue 10:07am

Drill from the whole company down to the exact message behind any blocker — no status meetings required

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