# RESULTS ## Create task ### Answer All done. Created the full set in Attio for all 20 prospects — 20 companies, 20 contacts, 20 deals, and 20 next-step tasks, all properly linked. What was created Companies — with Name, Domain, Industry, Employee range, Funding stage, Last funding date, Funding raised, and Location. Contacts — First/Last name, Email, LinkedIn, Job title, linked to their Company. Deals — Name, Stage, owner (you), linked to Company + Contact. I set stages by engagement level: - Qualified (active interest/intent): Flowbit, Screenri, Andon HR, Payla, Adopti, Lexara, Kernly, Leyra, Deflekto, Dustly, Supernode, Governa AI - Prospect (early/warm): Blocksy, Cargolink AI, Frameloop, Agentbase, Briefli, Sanaloop, Cascado, Contrado Tasks — one per prospect with the next step, assigned to you, linked to the contact, with deadlines reflecting their timing (e.g. Cargolink in Q3, Flowbit + Contrado in ~a month, hot ones this week). A few judgment calls worth flagging - Relative funding dates → estimates. Vague phrasing ("last year", "2 years ago", "8 months ago") was converted to approximate dates from today (2026-06-22). "Cascado, last February" → Feb 2026. Where no date was given at all (Blocksy, Payla, Frameloop, Agentbase, Lexara) I left Last funding date blank. - Employee count is a range select in your workspace (not a number), so e.g. ~25 → "11-50", ~60 → "51-250". - Industry / Funding stage are free-text fields, so I wrote descriptive values (e.g. "Series A", "Pre-seed", "Bootstrapped"). - 4 contacts have no email (Tyler/Blocksy, Ana/Andon, Priya/Leyra, Camille/Dustly) — their tasks include a "get email" reminder. Want me to add notes capturing the meeting context (where you met, source) on each record, or adjust any of the deal stages? ✻ Churned for 6m 18s ### Statistics Session Total cost: $3.19 Total duration (API): 6m 13s Total duration (wall): 7m 36s Total code changes: 0 lines added, 0 lines removed Usage by model: claude-haiku-4-5: 2.4k input, 19 output, 0 cache read, 0 cache write ($0.0025) claude-opus-4-8: 4.1k input, 33.6k output, 245.6k cache read, 220.7k cache write ($3.19) ### Summary: - Cost Total: $3.19 - Time: 6m 18s - Tokens: 4.1k input, 33.6k output, 245.6k cache read, 220.7k cache write ## Search task ### Answer 5 deals match all criteria. Here they are: ┌───────────────────────────┬───────────┬────────────────┬─────────┬──────────────────────────────────────────────────┬────────────┬───────────────┬───────────┐ │ Deal │ Stage │ Contact │ Title │ LinkedIn │ Company │ Funding Stage │ Employees │ ├───────────────────────────┼───────────┼────────────────┼─────────┼──────────────────────────────────────────────────┼────────────┼───────────────┼───────────┤ │ Briefli – New Business │ Prospect │ Brett Lawson │ CEO │ link (https://www.linkedin.com/in/brettlawson) │ Briefli │ Series A │ 11–50 │ ├───────────────────────────┼───────────┼────────────────┼─────────┼──────────────────────────────────────────────────┼────────────┼───────────────┼───────────┤ │ Contrado – New Business │ Prospect │ Mark Andersen │ CTO │ link (https://www.linkedin.com/in/markandersen) │ Contrado │ Series A │ 51–250 │ ├───────────────────────────┼───────────┼────────────────┼─────────┼──────────────────────────────────────────────────┼────────────┼───────────────┼───────────┤ │ Cascado – New Business │ Prospect │ Chris Dubois │ Founder │ link (https://www.linkedin.com/in/chrisdubois) │ Cascado │ Series A │ 11–50 │ ├───────────────────────────┼───────────┼────────────────┼─────────┼──────────────────────────────────────────────────┼────────────┼───────────────┼───────────┤ │ Governa AI – New Business │ Qualified │ Isabella Moore │ Founder │ link (https://www.linkedin.com/in/isabellamoore) │ Governa AI │ Series A │ 11–50 │ ├───────────────────────────┼───────────┼────────────────┼─────────┼──────────────────────────────────────────────────┼────────────┼───────────────┼───────────┤ │ Adopti – New Business │ Qualified │ Eric Shaw │ CTO │ link (https://www.linkedin.com/in/ericshaw) │ Adopti │ Series A │ 11–50 │ └───────────────────────────┴───────────┴────────────────┴─────────┴──────────────────────────────────────────────────┴────────────┴───────────────┴───────────┘ How I filtered: 27 deals are in Prospect/Qualified/Demo. Of those, 12 have Series A companies. I then dropped any where the contact isn't C-level/founder or the company is under 10 employees. Notable exclusions (Series A, but contact isn't C-level/founder): - Pricely – Nora Sullivan is Chief of Staff (not an officer role) - Andon HR – Ana Folau, Head of RevOps - Relaio – Emily Carter, VP of Sales - Nudgr – Claire Hudson, VP of Growth - Leyra – Priya Sharma, Head of Growth - Dustly – Camille Renard, Chief of Staff - Screenri – Marta Kowalski, VP of Growth Two notes on interpretation: - I treated "Chief of Staff" as not C-level (it's not a company officer). If you'd count it, Pricely (51–250) and Dustly (11–50) would also qualify. - All matched companies are in the 11–50 or 51–250 bands, so "at least 10 employees" is unambiguous here — no company in the 1–10 band made the Series A cut anyway. Every matched contact had a LinkedIn URL on file. ✻ Churned for 1m 53s ### Statistics Session Total cost: $0.83 Total duration (API): 1m 51s Total duration (wall): 2m 43s Total code changes: 0 lines added, 0 lines removed Usage by model: claude-haiku-4-5: 545 input, 19 output, 0 cache read, 0 cache write ($0.0006) claude-opus-4-8: 3.5k input, 7.6k output, 165.6k cache read, 54.1k cache write ($0.83) ### Summary: - Cost Total: $0.83 - Time: 1m 51s - Tokens: 3.5k input, 7.6k output, 165.6k cache read, 54.1k cache write ## Update task ### Answer All done on the Parsio - New Business deal: - Stage → moved from Demo to Negotiation ✅ - Deal context → updated the Parsio company record's description to reflect the strong demo, accuracy praise, logistics use case, volume-pricing ask, and next steps ✅ - Note added to the deal: "Parsio demo recap — logistics use case & volume pricing" summarizing the demo and asks ✅ - Task created and assigned to you, linked to the deal, due Friday, June 26: "Send pricing proposal to Parsio (Ryan Patel) covering their logistics use case and volume pricing" ✅ - Eric Johnson added as a new person (CTO, eric@parsioapp.com, LinkedIn linked), associated with Parsio and now an associated contact on the deal alongside Ryan Patel ✅ One note for your awareness: the contact on this Parsio deal is Ryan Patel (Founder, ryan@parsioapp.com) — there's also a separate "Ryan Holloway" in the CRM, but I used Patel since he's the one tied to Parsio. The deal value is still showing US$1,000 — let me know if you'd like me to update that as the negotiation firms up. ✻ Baked for 1m 10s ### Statistics Session Total cost: $0.60 Total duration (API): 1m 19s Total duration (wall): 2m 4s Total code changes: 0 lines added, 0 lines removed Usage by model: claude-haiku-4-5: 602 input, 17 output, 0 cache read, 0 cache write ($0.0007) claude-opus-4-8: 4.3k input, 4.4k output, 192.9k cache read, 37.5k cache write ($0.60) ### Summary: - Cost Total: $0.60 - Time: 1m 19s - Tokens: claude-opus-4-8: 4.3k input, 4.4k output, 192.9k cache read, 37.5k cache write ## Act + Response ### Answer All 14 tasks created successfully. Here's the complete rundown. ✅ Follow-up tasks created (14 stale Prospect deals) All high-priority, due Friday 2026-06-26, assigned to you, linked to the deal. Cutoff for "stale" = no activity since 2026-06-09. ┌──────────────┬───────────────┬────────────────┬────────────────┬────────────────────────────────────────────┐ │ Deal │ Last activity │ Main contact │ Title │ LinkedIn │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Agentbase │ 2026-05-25 │ Ryan Holloway │ CEO │ https://www.linkedin.com/in/ryanholloway │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Briefli │ 2026-05-11 │ Brett Lawson │ CEO │ https://www.linkedin.com/in/brettlawson │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Kernly │ 2026-06-04 │ Lauren Fischer │ VP Sales │ https://www.linkedin.com/in/laurenfischer │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Blocksy │ 2026-05-22 │ Tyler Voss │ Founder │ https://www.linkedin.com/in/tylervoss │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Contrado │ 2026-05-28 │ Mark Andersen │ CTO │ https://www.linkedin.com/in/markandersen │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Deflekto │ 2026-05-14 │ Omar Shaikh │ Co-founder │ https://www.linkedin.com/in/omarshaikh │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Governa AI │ 2026-06-07 │ Isabella Moore │ Founder │ https://www.linkedin.com/in/isabellamoore │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Frameloop │ 2026-06-08 │ Yuki Tanaka │ Founder │ https://www.linkedin.com/in/yukitanaka │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Cargolink AI │ 2026-05-15 │ David Levi │ CEO │ https://www.linkedin.com/in/davidlevicargo │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Leyra │ 2026-05-21 │ Priya Sharma │ Head of Growth │ https://www.linkedin.com/in/priyasharma │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Screenri │ 2026-05-29 │ Marta Kowalski │ VP of Growth │ https://www.linkedin.com/in/martakowalski │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Flowbit │ 2026-06-05 │ Jason Miller │ CTO │ https://www.linkedin.com/in/jasonmiller │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Adopti │ 2026-06-01 │ Eric Shaw │ CTO │ https://www.linkedin.com/in/ericshaw │ ├──────────────┼───────────────┼────────────────┼────────────────┼────────────────────────────────────────────┤ │ Lexara │ 2026-05-18 │ Sofia Martins │ Founder │ https://www.linkedin.com/in/sofiamartins │ └──────────────┴───────────────┴────────────────┴────────────────┴────────────────────────────────────────────┘ The 6 Prospect deals not flagged (recent activity): Andon HR, Dustly, Sanaloop, Payla, Supernode, Cascado. 📊 Stale pipeline summary (all open stages) Every deal is valued at US$1,000. Stale = no activity since 2026-06-09. I excluded the closed Won/Lost deals since they can't go stale. ┌─────────────┬─────────────┬─────────────┐ │ Stage │ Stale deals │ Stale value │ ├─────────────┼─────────────┼─────────────┤ │ Prospect │ 14 │ $14,000 │ ├─────────────┼─────────────┼─────────────┤ │ Qualified │ 4 │ $4,000 │ ├─────────────┼─────────────┼─────────────┤ │ Demo │ 1 │ $1,000 │ ├─────────────┼─────────────┼─────────────┤ │ Negotiation │ 2 │ $2,000 │ ├─────────────┼─────────────┼─────────────┤ │ Total stale │ 21 │ $21,000 │ └─────────────┴─────────────┴─────────────┘ 📈 Deal count per stage (entire pipeline, all 31 deals) ┌─────────────┬─────────────┬───────┬────────┐ │ Stage │ Total deals │ Stale │ Active │ ├─────────────┼─────────────┼───────┼────────┤ │ Prospect │ 20 │ 14 │ 6 │ ├─────────────┼─────────────┼───────┼────────┤ │ Qualified │ 4 │ 4 │ 0 │ ├─────────────┼─────────────┼───────┼────────┤ │ Demo │ 2 │ 1 │ 1 │ ├─────────────┼─────────────┼───────┼────────┤ │ Negotiation │ 3 │ 2 │ 1 │ ├─────────────┼─────────────┼───────┼────────┤ │ Won 🎉 │ 1 │ — │ — │ ├─────────────┼─────────────┼───────┼────────┤ │ Lost │ 1 │ — │ — │ └─────────────┴─────────────┴───────┴────────┘ Headline: $21,000 across 21 open deals is going stale — and your entire Qualified stage (4/4) has gone cold. Worth noting only the Prospect-stage stale deals got tasks per your request; if you want follow-ups auto-created for the 7 stale deals in Qualified/Demo/Negotiation too, just say so. ✻ Cooked for 2m 55s ### Statistics Session Total cost: $1.10 Total duration (API): 2m 42s Total duration (wall): 4m 1s Total code changes: 0 lines added, 0 lines removed Usage by model: claude-haiku-4-5: 569 input, 19 output, 0 cache read, 0 cache write ($0.0007) claude-opus-4-8: 4.5k input, 10.8k output, 758.2k cache read, 42.8k cache write ($1.10) ### Summary: - Cost Total: $1.10 - Time: 2m 42s - Tokens: claude-opus-4-8: 4.5k input, 10.8k output, 758.2k cache read, 42.8k cache write