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deal-monitorlisted

Scheduled morning dashboard for a fulfillment brokerage's deal pipeline. Pulls the #deal-intake Slack channel and Gmail quoting threads, classifies each warehouse-quoting email thread into a 6-step pipeline, scores new (unquoted) opportunities against the deal-scoring rubric, and renders a self-contained three-tab HTML dashboard (New Opportunities | Quoting | Closed).
trevhud/rote · ★ 6 · AI & Automation · score 75
Install: claude install-skill trevhud/rote
# Deal Monitoring Dashboard Run the deal monitoring dashboard for the account owner (operator@example.com). ## Objective Build a live deal monitoring dashboard by pulling from the #deal-intake Slack channel and Gmail, then present the output. ## Steps ### Step 1: Pull #deal-intake Slack messages Read the 50 most recent messages from #deal-intake (channel ID: `C0EXAMPLE000`) using the Slack MCP tool. Extract for each: Account Name, Submitter, ARR, Monthly DTC Orders, SKU Count, Requested Location, Sales Channels, Current Situation, Pallets, Sq Ft, International Shipping, Go-Live date, product/item context. **Include:** - **EU/UK**: ALL opps — any UK, EU, or non-US location, plus anything submitted by Alex Rivers or Sam Patel (always UK). - **North America**: Only if SKU count < 2,000. Unknown SKU = include, flag as risk. Confirmed ≥ 2,000 = exclude. ### Step 2: Search Gmail for outbound quoting emails Run multiple searches to maximize coverage. Search all of the following: 1. Subject contains "Quote Request" 2. Subject contains "New Business" 3. Subject contains "RFP" 4. Any thread where the sender or recipient is a known warehouse contact domain 5. Also search by known account names from #deal-intake Use the last 60 days as the window. For each thread found, extract: account name, every warehouse emailed, per warehouse sent date/replies/state, and the Gmail thread URL (format: `https://mail.google.com/mail/u/0/#inbox/[threadId]`). Match threads to #deal-intake opps b