F05NOT STARTED🎯 Sales·tier 2
Pre-Discovery Call Prospect Brief
Auto-generates a 1-pager brief on the prospect before the call.
Trigger
T-1h before each Cal.com discovery call
KPI / result
Higher discovery-to-quote conversion
Audit log pattern
—
1 · Decision tree
Flowchart in plain English
Mermaid diagram for this flow not yet authored. Will pull from ~/ivan/equipt/brain/domains/flows/flow-NN-*.md once written.
3 · Email templates
Live from Odoo mail.template
No templates wired for this flow yet.
4 · WhatsApp templates
From Odoo WhatsApp module — Meta-pending
No WhatsApp templates wired for this flow yet.
5 · Drive assets
Photo library — segment-matched
No Drive assets wired for this flow yet.
6 · Audit log
Last 30 days of sends + skips
Audit feed connector wires in v0.1. Reads ~/ivan-ops/audit/flow-NN-*.jsonl.