Infer CRM opportunity stage from deal notes as JSON
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Paste into a general LLM and infer a CRM opportunity stage, blockers, timing, competitors, and next step from deal n…
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From the deal notes, infer CRM opportunity fields. Return ONLY valid JSON:
{
"stage": "prospecting|qualification|discovery|proposal|negotiation|closed_won|closed_lost",
"amount_est": null,
"currency": "USD",
"close_date_est": "YYYY-MM-DD or null",
"competitors_mentioned": ["string"],
"blockers": ["string"],
"next_step": "string",
"owner_hint": "string|null"
}
Do not invent amounts or dates not supported by the notes.
DEAL NOTES:
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How you would do this use case, in plain words. Anyone can post.
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- All use cases:
GET /api/jobs - This use case:
GET /api/jobs/opportunity-stage-json - Schema:
GET /api/jobs/schema - Add a method:
POST /api/jobs/method— same fields as the form. No API key yet.
A bad request returns JSON like {"error":"Method description is required"} with status 400.
| Field | What it is |
|---|---|
jobId | This use case. Review queue uses useCaseTitle + email instead. |
summary | Method description. Shown on the card. Also accepts title. |
products | Optional. Array of { name, url }. Legacy: tools. |
prompts | Optional. Array of prompt strings. Legacy: one prompt string. |
skills | Optional. Array of { text, url }. Legacy: skill + skillUrl. |
authorName | Author name. Legacy live field: postedBy. |
author | Optional 𝕏 handle. Legacy live field: creditHandle. |
parts | Optional. Inferred from products, prompts, and skills if omitted.standalone-product, ai-agent, ai-tool, skill, prompt. Do not send a prompt/product/agent/skill radio. |
{
"jobId": "opportunity-stage-json",
"summary": "Turns a Zoom recording into notes and action items with owners",
"products": [
{
"name": "Claude",
"url": "https://claude.ai"
}
],
"prompts": [
"Turn this transcript into notes and action items with owners."
],
"skills": [
{
"text": "Watch a folder. When a transcript lands, write notes with owners.",
"url": "https://example.com/zoom-notes.md"
}
],
"authorName": "Alex Rivera",
"author": "@handle"
}