Deal Risk Monitor

Copy only. Does not install, execute or grant permissions.

{
  "id": "deal-risk-monitor",
  "slug": "deal-risk-monitor",
  "name": "Deal Risk Monitor",
  "summary": "Watch approved deal signals and escalate material risk with evidence.",
  "description": "Watch approved deal signals and escalate material risk with evidence.",
  "role": "Revenue operations agent",
  "goal": "Make deal risk visible early without inventing forecast certainty.",
  "category": "Go-to-market",
  "sources": [
    "CRM read-only",
    "contract milestones",
    "customer emails"
  ],
  "tools": [
    "CRM",
    "calendar",
    "document search"
  ],
  "trigger": "Daily or milestone change",
  "cadence": "Daily",
  "actions": [
    "Check stale next steps",
    "Compare dates",
    "Draft escalation"
  ],
  "rules": [
    "Show source and age",
    "Use probability ranges only when configured"
  ],
  "approval_rules": [
    "Revenue lead approves forecast changes"
  ],
  "stop_conditions": [
    "No access to authoritative record"
  ],
  "outputs": [
    "Risk queue",
    "Evidence",
    "Suggested owner"
  ],
  "success_criteria": [
    "No silent forecast mutation"
  ],
  "risks": [
    "Sensitive commercial data"
  ],
  "compatible_agents": [
    "Portable work specification; verify each platform's tools, scheduling and approval support before use."
  ],
  "difficulty": "Intermediate",
  "updated_at": "2026-09-30",
  "audience": "Builders and operators responsible for Go-to-market workflows.",
  "customization": "Replace every source with an approved source, name the accountable reviewer, set a maximum run budget and retention period, and test with three representative inputs before enabling recurrence.",
  "permissions": [
    "Read only the explicitly approved sources.",
    "Write drafts only to an approved private workspace.",
    "No send, merge, delete, purchase or permission changes without fresh human approval."
  ]
}