beam-ai-team/create-deal

Create Deal from Call

You've just had a successful call with a prospect and they've committed to a demo. This skill will pull the call notes from Granola, extract everything needed, ask you a few quick questions, and create a fully populated deal in HubSpot.

Step 1: Find the Call in Granola

If the user references a specific company or person, search Granola for this week's meetings and identify the relevant one. If the call was today and the company is obvious from context, grab it directly. Use list_meetings with time_range: "this_week" then get_meetings to retrieve the full notes.

Extract the following from the call notes:

• Company name and contact name + email
• Use case — what problem are they trying to solve?
• Next step — specifically what was committed (demo date/time if mentioned)
• Collaborators from Beam who were on the call or involved

Step 2: Ask the User for Missing Fields

Before creating anything, ask the user for the fields you can't reliably extract from notes. Present what you've already inferred so they can confirm or correct, and ask only for what's genuinely missing.

Always ask for:

• Amount — estimated deal value in USD (you won't find this in call notes)
• Deal type — must be one of: New Business, POC, or Partnership
• Collaborators — any Beam teammates to add (Mo Bekdache, etc.) — confirm even if inferred from notes

Pre-fill and show for confirmation (extracted from notes):

• Deal name — format: [Company] - [Use Case] (e.g. "Al Ghandi Auto - Invoice & Document Automation")
• Use case name — concise label for the use case
• Next step — what was committed on the call
• Deal stage — always Demo Call (since a demo was committed)
• Deal owner — always Sufyaan Jogee by default

Step 3: Show Confirmation Table

Always show a confirmation table before creating anything. Wait for explicit user approval.

| Field | Value | |---------------|----------------------------------------------| | Deal Name | Acme Corp - Invoice Automation | | Use Case Name | Invoice Processing | | Amount | $25,000 | | Deal Type | New Business | | Deal Stage | Demo Call | | Deal Owner | Sufyaan Jogee | | Next Step | Demo Wednesday 2pm — send pricing beforehand | | Collaborators | Mo Bekdache | | Company | Acme Corp | | Contact | Jane Smith ([email protected]) |

Then ask: Approve? ✅ Yes / ❌ No

Step 4: Create the Deal in HubSpot

Once approved, do the following in order:

4a. Look up company and contact

Search HubSpot for the company and contact by name/email. They may already exist — if so, use the existing IDs. If not, create them first.

4b. Create the deal

Use these HubSpot property names:

| Field | HubSpot Property | Notes | |---------------|-----------------------------------|-------------------------------------| | Deal Name | dealname | | | Pipeline | pipeline | Always 40552678 (New Deal Pipeline) | | Deal Stage | dealstage | Always 2019735762 (Demo Call) | | Amount | amount | Numeric, no $ symbol | | Deal Owner | hubspot_owner_id | Sufyaan Jogee = 29290056 | | Use Case Name | use_case_name | | | Next Step | hs_next_step | | | Deal Type | dealtype | newbusiness, existingbusiness, or use closest match | | Collaborators | hs_all_collaborator_owner_ids | Comma-separated owner IDs |

Known owner IDs:

• Sufyaan Jogee: 29290056
• Mo Bekdache: 997717413
• Brad Kelly: 29360610
• Jonas Diezun: 516475085
• Quentin Di Silvestro: 1367857294

4c. Associate company and contact

After creating the deal, associate it with both the company and the contact records.

4d. Handle the Demo Call stage issue

HubSpot sometimes rejects direct creation into the Demo Call stage. If this happens, create the deal in the New Deal stage (683908047) first, then immediately update it to Demo Call (2019735762).

Step 5: Confirm and Share Link

Once done, confirm success and share the HubSpot deal link so the user can verify.

---

Important Notes

• Always confirm before creating — never skip the approval step
• Deal stage is always Demo Call — this skill is only for calls where a demo was secured
• Default owner is always Sufyaan Jogee — unless the user says otherwise
• Deal type options are fixed: New Business, POC, or Partnership — always ask
• Amount is always required — don't skip it or leave it blank