This is a draft. Deploy it to the team before you change what it can do.
What it can do there
If it is off here, it cannot do it.
Write a summary of the run
Structured renewal call briefing note for the deal owner.
Write a note or task on the record
Optional: save the briefing note as a CRM note on the deal.
What it can see
Workspace CRM records
Every record in the workspace
Reading the agent's files…