# RESULTS ## Create task ### Answer All 20 prospects created in Omnier — each as a dossier with company + contact + deal + a next-step task nested together (that's how Omnier models accounts). Created (IDs 22–41): ┌─────┬──────────────┬──────────────────────────────────────┬───────────┬───────────────────────────────┐ │ # │ Company │ Contact │ Stage │ Next step (task) │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 1 │ Flowbit │ Jason Miller (CTO) │ Prospect │ Reconnect — Jul 23 │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 2 │ Screenri │ Marta Kowalski (VP Growth) │ Qualified │ Follow up — Jun 30 │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 3 │ Blocksy │ Tyler Voss (Founder) │ Prospect │ LinkedIn reach-out, get email │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 4 │ Cargolink AI │ David Levi (CEO) │ Prospect │ Reach out Q3 — Jul 1 │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 5 │ Andon HR │ Ana Folau (Head of RevOps) │ Prospect │ Reply on LinkedIn │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 6 │ Payla │ Marcus Webb (Co-founder) │ Prospect │ Follow up on GC intro │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 7 │ Frameloop │ Yuki Tanaka (Founder) │ Prospect │ Follow up │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 8 │ Adopti │ Eric Shaw (CTO) │ Qualified │ Follow up on SFDC migration │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 9 │ Agentbase │ Ryan Holloway (CEO) │ Prospect │ Follow up │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 10 │ Lexara │ Sofia Martins (Founder) │ Qualified │ Answer agent-integration Qs │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 11 │ Briefli │ Brett Lawson (CEO) │ Prospect │ Nurture (low) — Jul 23 │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 12 │ Sanaloop │ Sarah O'Brien (Head of Partnerships) │ Prospect │ Follow up, find DM │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 13 │ Cascado │ Chris Dubois (Founder) │ Qualified │ Send more info │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 14 │ Kernly │ Lauren Fischer (VP Sales) │ Qualified │ Follow up — buy vs build │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 15 │ Contrado │ Mark Andersen (CTO) │ Prospect │ Follow up — Jul 23 │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 16 │ Leyra │ Priya Sharma (Head of Growth) │ Qualified │ Send pricing │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 17 │ Deflekto │ Omar Shaikh (Co-founder) │ Prospect │ Follow up on referral │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 18 │ Dustly │ Camille Renard (Chief of Staff) │ Prospect │ Follow up │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 19 │ Supernode │ Kevin Park (VP Eng) │ Qualified │ Answer MCP-integration Qs │ ├─────┼──────────────┼──────────────────────────────────────┼───────────┼───────────────────────────────┤ │ 20 │ Governa AI │ Isabella Moore (Founder) │ Qualified │ Follow up — strong intent │ └─────┴──────────────┴──────────────────────────────────────┴───────────┴───────────────────────────────┘ Notes on the judgment calls I made: - Stage: marked the active evaluators / strong-intent replies (pricing asks, "tell me more", migration timing, integration questions) as Qualified; everyone else Prospect. - Dates converted to absolute (today = 2026-06-23): e.g. Flowbit Seed → 2026-01, Cascado → 2026-02, "reach out in Q3" → 2026-07-01, "next month"/"in a month" → 2026-07-23. Bootstrapped/pre-seed/undisclosed left without a funding date. - No email yet (Blocksy, Andon HR, Leyra, Dustly) — contacts created with LinkedIn only and a note to capture the email. - Location stored as "City, United States" so you keep the country plus the city. Want me to set deal values, link any of the referral relationships (e.g. Deflekto ← Eric at Adopti), or adjust any stages? ✻ Brewed for 2m 45s ### Statistics Session Total cost: $0.72 Total duration (API): 2m 44s Total duration (wall): 4m 7s Total code changes: 0 lines added, 0 lines removed Usage by model: claude-haiku-4-5: 2.4k input, 20 output, 0 cache read, 0 cache write ($0.0025) claude-opus-4-8: 2.6k input, 15.7k output, 34.4k cache read, 29.8k cache write ($0.72) ### Summary: - Cost Total: $0.72 - Time: 2m 44s - Tokens: claude-opus-4-8: 2.6k input, 15.7k output, 34.4k cache read, 29.8k cache write ## Search task ### Answer 6 deals matched the raw filter, but Dustly slipped in on a "%chief%" match — "Chief of Staff" isn't a C-level/founder role, so I've excluded it. Here are the 5 qualifying deals: ┌────────────┬───────────┬────────────┬───────────┬──────────┬────────────────┬─────────┬───────────────────────────────┐ │ Deal │ Stage │ Company │ Employees │ Funding │ Contact │ Title │ LinkedIn │ ├────────────┼───────────┼────────────┼───────────┼──────────┼────────────────┼─────────┼───────────────────────────────┤ │ Adopti │ Qualified │ Adopti │ 35 │ Series A │ Eric Shaw │ CTO │ linkedin.com/in/ericshaw │ ├────────────┼───────────┼────────────┼───────────┼──────────┼────────────────┼─────────┼───────────────────────────────┤ │ Briefli │ Prospect │ Briefli │ 45 │ Series A │ Brett Lawson │ CEO │ linkedin.com/in/brettlawson │ ├────────────┼───────────┼────────────┼───────────┼──────────┼────────────────┼─────────┼───────────────────────────────┤ │ Cascado │ Qualified │ Cascado │ 50 │ Series A │ Chris Dubois │ Founder │ linkedin.com/in/chrisdubois │ ├────────────┼───────────┼────────────┼───────────┼──────────┼────────────────┼─────────┼───────────────────────────────┤ │ Contrado │ Prospect │ Contrado │ 70 │ Series A │ Mark Andersen │ CTO │ linkedin.com/in/markandersen │ ├────────────┼───────────┼────────────┼───────────┼──────────┼────────────────┼─────────┼───────────────────────────────┤ │ Governa AI │ Qualified │ Governa AI │ 40 │ Series A │ Isabella Moore │ Founder │ linkedin.com/in/isabellamoore │ └────────────┴───────────┴────────────┴───────────┴──────────┴────────────────┴─────────┴───────────────────────────────┘ All match: stage in Prospect/Qualified/Demo, primary contact has a LinkedIn URL and a C-level/founder title, company last raised Series A, and ≥10 employees. None had a deal value set in the CRM. Want me to pull more detail on any of these, or export the list? ✻ Worked for 21s ### Statistics Session Total cost: $0.1949 Total duration (API): 23s Total duration (wall): 1m 13s Total code changes: 0 lines added, 0 lines removed Usage by model: claude-haiku-4-5: 546 input, 18 output, 0 cache read, 0 cache write ($0.0006) claude-opus-4-8: 3.1k input, 1.4k output, 48.6k cache read, 11.9k cache write ($0.1943) ### Summary: - Cost Total: $0.1949 - Time: 23s - Tokens: claude-opus-4-8: 3.1k input, 1.4k output, 48.6k cache read, 11.9k cache write ## Update task ### Answer Done. Here's what I updated on the Parsio — Ryan Patel deal: - Stage → moved Demo → Negotiation (momentum set to positive) - Deal context → latest activity now "Demo went well; sending pricing proposal"; next follow-up set to Fri Jun 26 - Note added → "Parsio demo recap": demo went well, Ryan impressed with document-parsing accuracy, covered their logistics use case, asked about volume pricing - Task added → "Send pricing proposal to Parsio" — due Friday Jun 26, high priority, assigned to you - New contact → Eric Johnson, CTO (eric@parsioapp.com, linkedin.com/in/ericjohnson), flagged as wanting to join the next call Want me to draft the pricing proposal or set a volume-tier table to go with it? ✻ Worked for 40s ### Statistics Session Total cost: $0.2178 Total duration (API): 42s Total duration (wall): 1m 8s Total code changes: 0 lines added, 0 lines removed Usage by model: claude-haiku-4-5: 602 input, 16 output, 0 cache read, 0 cache write ($0.0007) claude-opus-4-8: 3.1k input, 1.9k output, 65.3k cache read, 12.1k cache write ($0.2172) ### Summary: - Cost Total: $0.2178 - Time: 42s - Tokens: claude-opus-4-8: 3.1k input, 1.9k output, 65.3k cache read, 12.1k cache write ## Act + Result ### Answer Done. Here's the summary. ✅ Tasks created Added a high-priority "Follow up" task, due Friday 2026-06-26, to all 14 stale Prospect deals (no activity since before 2026-06-09). 📋 Stale Prospect deals + primary contacts ┌──────────────┬───────────────┬─────────────────┬────────────────┬────────────────────────────────┐ │ Deal │ Last activity │ Primary contact │ Title │ LinkedIn │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Briefli │ May 11 │ Brett Lawson │ CEO │ linkedin.com/in/brettlawson │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Deflekto │ May 14 │ Omar Shaikh │ Co-founder │ linkedin.com/in/omarshaikh │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Cargolink AI │ May 15 │ David Levi │ CEO │ linkedin.com/in/davidlevicargo │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Lexara │ May 18 │ Sofia Martins │ Founder │ linkedin.com/in/sofiamartins │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Leyra │ May 21 │ Priya Sharma │ Head of Growth │ linkedin.com/in/priyasharma │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Blocksy │ May 22 │ Tyler Voss │ Founder │ linkedin.com/in/tylervoss │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Agentbase │ May 25 │ Ryan Holloway │ CEO │ linkedin.com/in/ryanholloway │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Contrado │ May 28 │ Mark Andersen │ CTO │ linkedin.com/in/markandersen │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Screenri │ May 29 │ Marta Kowalski │ VP of Growth │ linkedin.com/in/martakowalski │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Adopti │ Jun 1 │ Eric Shaw │ CTO │ linkedin.com/in/ericshaw │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Kernly │ Jun 4 │ Lauren Fischer │ VP Sales │ linkedin.com/in/laurenfischer │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Flowbit │ Jun 5 │ Jason Miller │ CTO │ linkedin.com/in/jasonmiller │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Governa AI │ Jun 7 │ Isabella Moore │ Founder │ linkedin.com/in/isabellamoore │ ├──────────────┼───────────────┼─────────────────┼────────────────┼────────────────────────────────┤ │ Frameloop │ Jun 8 │ Yuki Tanaka │ Founder │ linkedin.com/in/yukitanaka │ └──────────────┴───────────────┴─────────────────┴────────────────┴────────────────────────────────┘ 📊 Stale pipeline (no activity in 14 days, open deals) ┌─────────────┬─────────────┬─────────────┐ │ Stage │ Stale deals │ Stale value │ ├─────────────┼─────────────┼─────────────┤ │ Prospect │ 14 │ $14,000 │ ├─────────────┼─────────────┼─────────────┤ │ Qualified │ 4 │ $4,000 │ ├─────────────┼─────────────┼─────────────┤ │ Demo │ 1 │ $1,000 │ ├─────────────┼─────────────┼─────────────┤ │ Negotiation │ 2 │ $2,000 │ ├─────────────┼─────────────┼─────────────┤ │ Total │ 21 │ $21,000 │ └─────────────┴─────────────┴─────────────┘ Total value of all stale deals: $21,000 across 21 open deals. One note: every deal is valued at exactly $1,000, which looks like placeholder/test data — worth a sanity check if these should reflect real deal sizes. ### Statistics Session Total cost: $0.2616 Total duration (API): 38s Total duration (wall): 1m 36s Total code changes: 0 lines added, 0 lines removed Usage by model: claude-haiku-4-5: 570 input, 16 output, 0 cache read, 0 cache write ($0.0006) claude-opus-4-8: 3.1k input, 2.6k output, 69.2k cache read, 14.5k cache write ($0.2610) ### Summary: - Cost Total: $0.2616 - Time: 38s - Tokens: claude-opus-4-8: 3.1k input, 2.6k output, 69.2k cache read, 14.5k cache write