Link meetings to the right deal
Displays meetings in widgets so teams can review meeting activity in one place.
Authored by Sid Chaudhary
Founder & CEO at Intempt
Agentic workflow
Coming soon3 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.
- 1
Find meetings with no deal
Coming soonBlu builds a step
- 2
Keep new meetings linked
Coming soonBlu builds a step
- 3
Track linking coverage
Coming soonBlu builds a step
About this recipe
When to use it
An unlinked meeting on an account with an open, revenue-impacting deal makes every downstream meeting analytic unreliable. This finds those gaps, AI-suggests the right deal, and batch-links them via review.
What it delivers
Finds meetings not linked to a deal but that should be (account has an open deal, meeting type is revenue-impacting), AI-suggests the right deal, and batch-links via review.
How you prompt this
Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.
Tell Blu Agent what you want
“Displays meetings in widgets so teams can review meeting activity in one place.”
recipe.md preview
Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.
Inputs & outputs
What the recipe needs before it runs, and what it leaves in your workspace.
Inputs
- Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.
Outputs
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Find meetings with no dealList all meetings from the last 60 days that have no linked deal. Filter to meetings where the meeting type is revenue-impacting (Discovery, Demo, Proposal, Close, Renewal: exclude internal sync, 1:1, interview). For each unlinked meeting, surface: meeting date, host, attendees (with company), and any open deals on attendees' accounts. The output is the working set for the linking action.
- 02Keep new meetings linkedCreate a workflow firing daily that finds new unlinked revenue-impacting meetings (incremental from the audit). For each: (1) compute the most-likely deal match: same account + open stage + attendees overlap with deal contacts; (2) if confidence is high (single clear match), auto-link via link_meeting_to_deal; (3) if confidence is medium (multiple plausible matches or attendees-don't-overlap-deal-contacts), create a task for the meeting host asking them to confirm the right deal; (4) if no plausible match exists (account has no open deals), log to the dashboard for review (likely a new opp that needs a deal record). Use the result of "Find meetings with no deal".
- 03Track linking coverageCompose a meeting-deal-linking hygiene dashboard: % of revenue-impacting meetings linked to deals (target: 95%+; below 85% means the linking workflow is failing or reps aren't acting on confirmation tasks); count of meetings auto-linked vs. manually-linked vs. unlinked-needing-review; top 5 hosts with most unlinked meetings (coaching signal); recent meetings where 'no plausible deal match' was flagged (likely missing opportunities). Trend over time: falling linking-rate is a leading indicator of pipeline visibility decay. Use the result of "Find meetings with no deal", "Keep new meetings linked".
Install Intempt and run it
- 1
Sign up
Create a free Intempt workspace.
- 2
Connect your data
Add the sources this recipe reads from.
- 3
Ask Blu
Type /meeting-deal-linking-audit in Blu once this recipe is live there.
- 4
Review and approve
Blu builds each step and waits for your OK before anything goes live.
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