Use prompts like these to get started with your analysis. 
Take our top 10 in-progress deals by revenue and summarize the deals,
with specific mentions of their use cases and pain points,
along with any potential blockers

Summarize deals in the pre-sales stage and check the meeting transcripts 
to ensure there has been a mention of their existing documentation tools
and/or CRM. Output in a table with Yes/No and the quote

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Examples

  1. Take our top 10 in-progress deals by revenue and summarize the deals, with specific mentions of their use cases and pain points, along with any potential blockers
  2. Summarize deals in the pre-sales stage and check the meeting transcripts to ensure there has been a mention of their existing documentation tools and/or CRM. Output in a table with Yes/No and the quote

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Pre-requisites

None - just ensure Paige has access to the data you want her to review!

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How it Works

  1. Create a chat session or open the chat modal using “cmd + k”.
  2. Enter your query. Use one of the examples above or create your own!
  3. Paige will first select Deals based on the criteria in your query. Paige can select deals based on the following criteria:
    • Recency
    • Deal Size
    • Deal Stage
    • Customer Description
    • Revenue
    • Number of employees
  4. After selecting a set of Deals, Paige will execute a set of queries on each Deal to answer your questions.
  5. Paige will then summarize the results in a format according to your query, for example a table.
TemplatesClosed Lost Analysis