Before you start
Use an authorized workspace and a small file with stable source IDs. Have source access and your team’s acceptance policy available. This guide describes customer-authored logic, not an automatically enabled product policy.1. Understand the decision
A summary can identify a proposal without proving the buyer accepted it. Preserve the supporting passage and distinguish stated from inferred dates. Test this fictional sample before calling providers:2. Inspect supported operations
deepline describe <returned-id> --json.
Compare required identifiers, outputs, access mode, and price.
A similar title does not establish that a contract fits.
3. Implement the bounded workflow
Ask your agent to authorsales-follow-up-automation.play.ts using Write Plays.
Have it declare the CSV input and preserve source IDs.
Reuse existing contracts when they fit the transformation.
Implement these rules explicitly:
- Confirm that the authorized meeting record and transcript are ready.
- Extract participants, explicit commitments, and stated dates.
- Draft the follow-up with supporting source references.
- Keep unknown owners or dates explicit. Do not send or create CRM tasks in the first pilot.
4. Check and pilot
Preparepilot.csv using CSV-safe selection.
Then check the source:
5. Verify the outcome
Compare the draft with the transcript. Confirm that no inferred deadline became a customer promise and no unverified recipient was selected.Every source ID has a result or explicit exception. The fictional cases follow
the stated policy, and actual results retain their evidence.