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AI agent for account executives

Large Deal Approval Packet Agent

Give approvers a complete, policy-checked packet so large deals are approved fast

ComplianceSalesManagement
See how it worksGet access
Large Deal Approval Packet Agent: what goes in, what the agent does and what you get

What it does

A rep submits a large deal for approval and the VP, finance and legal each ask for something different, so it takes a week. The quarter ends. This agent builds the packet. It gathers the deal terms, margin, discount, legal flags, payment terms and customer risk from the CRM, quoting tool and contract notes, then checks them against the approval policy, such as maximum discount and non-standard terms. It asks the rep for missing items and rechecks until complete. It marks which approvals are needed and in what order. The VP approves the final packet and then it goes to the other approvers. Edge case: a custom clause is in the draft contract. The agent flags it for legal and tells the rep.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Large deal submitted 2 USES A TOOL Gather quote, margin, terms and contract draft 3 DOES Check each term against the approval policy 4 DOES List deviations and the approvers each one requires 5 CHECKS THE RESULT Is every required field and attachment present? If not: Ask the rep for the missing items and recheck.Back to step 3. 6 DOES Check customer credit, payment terms and legal flags 7 CHECKS THE RESULT Are legal and finance flags explained in the packet? If not: Add the explanation or request it from the rep.Back to step 3. 8 DOES Write a one-page summary with risks and arecommendation 9 YOU APPROVE VP approves the final packet 10 USES A TOOL Route the packet to the other approvers in order 11 RESULT Approved deal or documented decision
Read the steps as a list
  1. Large deal submitted
  2. Gather quote, margin, terms and contract draft
  3. Check each term against the approval policy
  4. List deviations and the approvers each one requires
  5. Is every required field and attachment present?If not: Ask the rep for the missing items and recheck. Back to step 3.
  6. Check customer credit, payment terms and legal flags
  7. Are legal and finance flags explained in the packet?If not: Add the explanation or request it from the rep. Back to step 3.
  8. Write a one-page summary with risks and a recommendation
  9. VP approves the final packetThe agent waits here for your OK.
  10. Route the packet to the other approvers in order
  11. Approved deal or documented decision

How it decides

It compares each term with policy. Deviations determine which approvers are needed. A packet is ready only when every required field and attachment is present.

  • Discount over 20 percent needs finance
  • Non-standard payment terms over 60 days need finance
  • Any custom clause needs legal
  • Margin below the floor needs the VP

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Deal size threshold
  • Policy limits
  • Approver order
  • Packet template
  • Reminder timing

What keeps you in control

It always asks you first

  • VP approves the packet before it goes to other approvers

Hard limits

  • Never approves or signs a deal
  • Does not alter contract text

It stops when

  • Done: all approvers decided
  • Stop: policy conflict that no approver can resolve, escalate to the VP

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA $480,000 deal has a 24 percent discount, net 90 payment and a custom liability clause. The agent finds the packet lacks the margin sheet and a customer credit check. It asks the rep and receives both. It marks finance and legal approvals as needed. The VP approves and the packet is routed. Approval takes 2 days.

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