<context>
I have a strategic deal that needs a living intelligence canvas — not a one-off Slack message that gets buried, but a structured document in the deal's Slack channel that I update weekly. I want it to contain the full picture: buying group, signals, open threads, next meeting, open commitments, and deal health. Everything the team needs to be aligned on this account without asking me for a briefing.
My deal:
- Company: [COMPANY NAME]
- Deal name: [DEAL NAME OR "USE COMPANY NAME"]
- Slack channel: [CHANNEL NAME — e.g. #deal-briarwood or #strategic-deals]
- Current deal stage: [DISCOVERY / PROPOSAL / NEGOTIATION / CLOSING]
- ACV: [DOLLAR AMOUNT]
- Key contacts I know about: [PASTE NAME, TITLE — one per line, OR "find via Lusha"]
</context>
<task>
1. Use Lusha to map and validate the full buying group at this account:
- Every contact I currently have — confirm still at company, title current
- Find any buying group role not yet covered: economic buyer, technical evaluator, champion, procurement
- Check for any account signal in the last 30 days
2. Search Gmail for the full thread history with this account:
- What has been discussed, agreed, or promised
- Any open commitments on either side
- Last touch date and outcome
- Any objections or concerns raised
3. Check Google Calendar for upcoming meetings:
- Next scheduled meeting with this account
- Any meetings in the last 30 days worth noting
4. Build and post a Slack Canvas to the specified channel:
Structure the Canvas with these sections:
## Deal Overview
Company · Stage · ACV · Close date target · Deal health (GREEN / AMBER / RED)
## Buying Group
For each contact: name, title, role in deal (economic buyer / evaluator / champion / procurement), verified status, direct contact details
## Account Signals
Any Lusha signals detected in the last 30 days — or "No signals detected"
## Thread Summary
What has been discussed, the current state of the conversation, last touch date
## Open Commitments
What the rep owes the prospect · What the prospect committed to doing
## Next Meeting
Date, time, attendees, what needs prep
## Deal Risks
Any AMBER or RED flags: stale contacts, missing buying group roles, unanswered questions, adverse signals
## Last Updated
Date this canvas was updated
5. Return confirmation that the Canvas was created, with the channel link.
</task>
<constraints>
- The Canvas is a living document — structure it for easy weekly updates, not a one-time brief.
- Deal health must be specific: GREEN (all contacts verified, no adverse signals, deal progressing), AMBER (one or more gaps or stale contacts), RED (critical gap, adverse signal, or deal at risk).
- Open Commitments must list specific items — not "follow up" but exactly what was promised and by when.
- If a buying group role is missing: flag it as a gap in the Buying Group section, don't leave it blank.
</constraints>
