Sales & CRM

Deal Summarizer

Get instant summaries of deal history, status, and next steps

> What it does

Before every call, you scramble to remember where a deal stands. Your OpenClaw agent maintains a running summary of every deal — pulling together email threads, meeting notes, and CRM data into a concise status brief.

Ask the agent "What's the status of the Acme deal?" and get an instant answer with timeline, key stakeholders, blockers, and suggested next steps. Perfect for pipeline reviews and handoffs between team members.

> How it works

Connect your email and CRM data sources to give the agent deal context.

The agent maintains running summaries of each active deal, updated in real time.

Ask for any deal summary via chat and get an instant, structured status brief.

> Benefits

Instant deal context before every call
Running timeline of all interactions per deal
Suggested next steps based on deal stage
Easy handoffs between team members

Ready to set up Deal Summarizer?

Deploy your OpenClaw agent on Clawly, connect your channels, and this workflow is live in minutes.

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