Flag deals with no next step
Find open deals with no next meeting or confirmed next step before they slip.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
Whenever you open the filter
- 2Context
Avoma Revenue Intelligence reads open deals and scheduled meetings
- 3Reason
Check each open deal for a scheduled meeting and an agreed next step
- 4Act
List open deals with no next step, by owner
- 5Human judgment
Rep books the next step or updates the deal
Native feature
Filter open opportunities to find deals without an upcoming scheduled meeting so reps can follow up before momentum is lost.
How this works
Shown for:
- 1Trigger
You run the RevOps Intelligence skill in Claude
- 2Context
The RevOps Intelligence skill reads Avoma meetings and scorecards through the Avoma agentic platform, plus your CRM (HubSpot or Salesforce) and Gmail
- 3Reason
Check each open deal for a scheduled meeting and an agreed next step
- 4Act
List open deals with no next step, by owner, returned in Claude
- 5Human judgment
Rep books the next step or updates the deal
Skill
Use the RevOps Intelligence skill in Claude to list open deals with no next meeting or a stale next step, by owner, with recommended next steps.
How this works
Shown for:
- 1Trigger
An open deal has no scheduled next meeting
- 2Context
An Avoma agent (Avoma agentic platform) watches scheduled meetings, CRM next step, recent calls and emails
- 3Reason
Check each open deal for a scheduled meeting and an agreed next step
- 4Act
List open deals with no next step, by owner, each time it's warranted
- 5Human judgment
Rep books the next step or updates the deal
Agent
Find deals without a clear next step. The agent checks CRM records and recent conversations for upcoming meetings and agreed actions, then flags gaps by deal owner.
What good looks like
Every open deal needs a next meeting on the calendar.
Check every open deal each week
Deals lose momentum fast once the calendar goes empty.
Count only scheduled meetings
"They'll get back to me" is a hope.
Book the next step on the current call
It's easier to agree a date while you're both on the line.
Customer stories
What teams say
What's not to like? Works seamlessly with zoom, transcribes, and even creates meeting notes/follow-up notes.
I also like how it provides actionable insights and highlights key points, which helps with better follow-ups and team alignment.
The summaries are clear and cover all the important points, including action items and decisions
Avoma is most helpful for capturing meeting notes, summaries, and action items automatically, which saves time and reduces the chance of missing important details
The AI-powered transcription and meeting summaries ensure that customer insights are captured and actionable next steps are clear for everyone.
What’s stopping you from turning every conversation into actionable work?
