‹ Sales recipesSales · Agent Blueprint
Pre-call account brief
A 400-word brief on where an account stands the moment before you dial in.
Side by side: token usage, with and without Paperbase
~86k tokens saved · 72% less work for the agentWithout Paperbase
~120k tokens
- Search the CRM for the account. Pull the deal record, contact list, opportunity history - and re-parse the raw fields.
- Search Gmail for the account's domain. Skim 60+ thread excerpts to find which are material.
- Search Slack for the account name. Sift internal threads, strip out casual mentions.
- Search meeting transcripts for any session attended by account contacts. Re-read each one.
- For every named contact, re-read their recent emails to infer their stance on pricing, competitors, and timeline.
- Re-scan internal decision threads. Try to identify what we decided about this account and why.
- Stitch every fragment together. Deduplicate the same fact discovered in three different places.
With Paperbase
~34k tokens
- Pull the Account entity. Paperbase returns stage, contract dates, contacts, and open opportunities, already joined.
- Pull the last 8 weeks of Interactions, pre-filtered to the moments Paperbase flagged as material.
- Pull open Commitments scoped to the account, typed with owner and due date.
- Pull each Actor's last-known stance on pricing, competitors, and timeline, already extracted.
- Pull recent Decisions about the account with Rationale attached.
- Compose the 400-word brief from the typed responses.
Agent prompt
You are preparing a colleague for a sales call with {{account_name}}.
Using Paperbase:
1. Fetch the Account entity for {{account_name}} - open opportunities, current stage, contract dates, owner.
2. Pull the last 8 weeks of Interactions with anyone at this account - meetings, threads, emails. Surface any moment Paperbase flagged with negative sentiment, escalation, or unusual silence.
3. List open Commitments where the account is on either side. Include owner, due date, and current status.
4. For each named contact at this account, return their last-known stance on pricing, competitors, and timeline if Paperbase has extracted one.
5. Pull the three most recent internal Decisions about this account and the Rationale attached to each.
Output a single brief, no longer than 400 words:
- One paragraph: where the account stands today.
- Three bullets: what's open from our side (commitment · owner · due date).
- Three bullets: talking points for the call, each grounded in a Paperbase citation.
- One line: any landmine to avoid (recent negative moment, unresolved escalation).Placeholders in {double_braces} are inputs the agent will ask for at runtime. Give the prompt to any agent connected to Paperbase, and the rest grounds in your own memory graph.