deal-update

deal-update

"I just got off a call, update everything." Saves ~15 min of manual CRM updating per call.

Verbs (the installed lark-* skills): vc +search, vc +notes, minutes +search, base +record-search, base +record-get, base +record-batch-update. AI minutes artifacts → atomic lark-minutes skill. Atomic shapes + token flags: connectors/LARK-RECIPES.md.

Workflow

1. Identify meeting. vc +search --participant-ids <open_id> --start <t-7d> --end <t> --jq '.data.items[]|{id,info:.display_info}' → most recent (data is a dict — meetings in .data.items[], meeting id is .id). Or user gives meeting ID directly.
2. Fetch minutes. minutes +search --query "<customer>" --start <t-7d> --jq '.data' → peek shape, then pull minute-token (needs minutes:minutes.search:read scope). Then atomic lark-minutes skill for summary/todos (transcript only if user wants deep). Or vc +notes --minute-tokens <T>.
3. Extract fields from minutes: pain points, competitor mentions, budget, timeline, decision-maker/champion, next step, risks/objections.
4. Resolve CRM record. base +record-search --base-token <t> --table-id <CRM> --json '{"keyword":"<customer>","search_fields":["Company"]}' → record ID. base +record-get current state to diff.
5. Echo proposed update — show stage change + reason, last touch, next step, notes append block. Wait y/n.
6. On confirm: base +record-batch-update --base-token <t> --table-id <CRM> --json '{"record_id_list":["<id>"],"patch":{"Stage":"<new>","Last touch":"<today>","Next step":"<text>","Notes":"<existing>\n\n<new entry>"}}'.
7. Offer follow-up mail draft. On yes → spawn lark-mail-triage with context, drafts mail (NEVER sends — do-not.md §7). Show draft ID, user reviews + sends in Lark Mail UI.
8. Update memory/accounts.md entry (propose, then edit on confirm).

Output

Header (customer · call date) + Extracted block (pain / competitor / budget / timeline / next) + CRM update preview (per-field diff) + mail draft preview (to / subject / first 200 chars) + confirm checklist (update CRM / create task / save draft / update accounts.md).

Hard rules

1. NEVER auto-send mail — drafts only (do-not.md §7).
2. Echo before every update — confirm each action.
3. Quote source — each extracted field refs a minutes timestamp/speaker.
4. Don't fabricate — field not in minutes → "không discussed".
5. Resolve champion via memory/people.md → lark-contact.
6. Update memory last, after CRM record updated successfully.

Edge cases

• No minutes (VC not transcribed yet) → wait + retry, or user pastes.
• Multiple CRM records same company → ask user to pick.
• No CRM record (first call) → offer +record-upsert instead, confirm.
• Minutes <5 min → warn "ngắn, có thể thiếu signal — vẫn extract?".

Memory

Required: accounts.md (tone + champion resolution). Recommended: playbooks.md, competitors.md.