SALES
Deal-Desk Agentic Discount Policy Reviewer
An agent reviews each non-standard discount quote against your written pricing policy and margin floors, posts a reasoned recommendation to the Monday card.
How it runs
The automated pipeline, trigger to output.
- TriggerNew discount quote in SalesforceSalesforce
- ActionLoad pricing policy and margin docs from ConfluenceConfluence
- LogicAgent reasons and decides approve, deny, or escalate
- ActionWrite recommendation to Monday card and set stagemonday.com
- OutputNotify deal desk in Slack, flag escalationsSlack
What it does
Instead of routing every discount blindly, this agent reads the quote, compares it to your documented pricing policy and margin guardrails, and writes a clear approve/deny/escalate recommendation with reasoning directly onto the Monday deal-desk card. Clear-cut cases auto-advance; judgment calls go to a person.
When to use it
Use it when your deal desk drowns in low-stakes approvals that all follow the same rules, and you want an analyst-quality first pass that explains itself. It frees reviewers to focus only on genuinely ambiguous deals.
How it works
- 1A new discount quote in Salesforce triggers the agent.
- 2The agent pulls the relevant pricing-policy and margin docs from Confluence as context.
- 3It reasons over the quote terms, computes effective margin, and decides approve, deny, or escalate-to-human.
- 4It writes its recommendation and rationale onto the Monday card and sets the stage accordingly.
- 5The output notifies the deal-desk channel in Slack, flagging escalations for human review.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect monday.comVisual work management for teams.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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