Pending Approvals
Needs your call · 3 pending
- 94
Send follow-up to Acme Corp (45K ARR deal)
Sales AgentDraft ready · Stage 3high confidence
Reasoning
Acme’s buying signals are strong: demo attendance was 4 of 5 stakeholders, technical champion asked about Salesforce integration specifically, and procurement opened a CRM evaluation last month. The pilot discount ($3.2K vs $5.4K list) is inside the approved tier-2 concession envelope. Tone matched to John’s previous replies — direct, numbers-first.
Impact
- Email sent to john.reyes@acme.com; cc’d to your inbox
- Deal moves from Stage 2 (Discovery) → Stage 3 (Proposal)
- Calendar holds placed for Thu 2–3pm and Fri 10–11am
- Finance Agent notified to prep pilot MSA template
- 99
Approve $2,400 Ramp payment — AWS invoice
Finance AgentMatches forecast ± 3%high confidence
Reasoning
Invoice is within 0.7% of the trailing 3-month average. Vendor, amount range, and line items all match established patterns. Payment method (Ramp virtual card) is the preferred rail per your finance policy. No anomalies detected.
Impact
- Payment scheduled for 2026-04-20 via Ramp
- Logged to QuickBooks under Infrastructure / COGS
- AWS service continuity preserved
- March P&L finalized pending 2 smaller invoices
- 87
Publish LinkedIn post: “How we 3x’d activation”
Marketing AgentScheduled for Thu 9:00 AM ETmedium confidence
Reasoning
Post aligns with your approved voice guidelines (first-person, numbers-first, one takeaway). Topic picked based on last week’s metric movement — activation genuinely did 3.1x in the cohort. Timing optimized via historical engagement (Thu 9am gets 2.4x avg impressions).
Impact
- Post goes live Thu 2026-04-23 at 9:00 AM ET
- Advocacy team alerted to amplify within 15 min of publish
- Reply triage will be handled by Marketing Agent (drafts for your approval)