Turn won and lost deal data into a weekly sales insights report

Analyzes why deals were won or lost and emails your team a weekly digest of the patterns AI finds.

How the work actually flows

A straight line. Runs once per each closed deal.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["weekly report schedule"]):::trigtime s0[("pull deal outcomes from sheet")]:::store s1[["analyze each deal for win loss reasons"]]:::mi s2["group findings into patterns"]:::task s3[("save insights back to sheet")]:::store s4["email weekly digest to team"]:::task trig --> s0 s0 -->|"one per each closed deal"| s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"weekly win loss insights report"/]:::out pay{{"team learns from past deals faster"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineEmail AutomationSpreadsheet & Database OpsReporting & Analytics
Connects
Google SheetsAzure OpenAI

The problem it solves

You know deals are won and lost for a reason, but nobody has time to read through every deal note looking for patterns. Without that analysis, the same avoidable mistakes keep costing you sales, and leadership never gets a clear picture of what's working.

Who it fits

Sales leaders and teams who track deal outcomes and want to learn from them.

How it works

  1. The system pulls deal outcome data from a Google Sheet
  2. AI analyzes each deal to identify win and loss reasons
  3. It groups the results into common patterns and themes
  4. The enriched insights are saved back to Google Sheets
  5. A polished summary is emailed to the team each week
What you get

Win and loss patterns you can act on

You get a weekly digest showing why deals are won or lost, with patterns your team can learn from.

What you get

An updated Google Sheet of deal insights and a weekly HTML email digest of win and loss patterns.

What you need

A Google Sheets account and an Azure OpenAI account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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