Deal Intelligence Agent

Stop reviewing CRM updates. Let AI flag what matters.

Real-time deal monitoring for Pipedrive. AI scores deal health, identifies risks, and delivers structured alerts to Slack. 27-node agentic workflow with 4-tier priority routing.

triggerPipedrive01ResearcherWeb Intel02AnalystDHS ScoringDHSRouterCriticalAttentionHealthyChampion03WriterTier AlertsSlack
Industrial-grade agentic workflow infrastructure

Four Agents. Real-Time Alerts. Zero CRM Scrolling.

The Researcher

Step 1 — The Researcher

Web Intelligence

Fires on every Pipedrive deal update. Pulls company context, recent news, competitive signals, and stakeholder changes from the web. Builds a real-time intelligence layer your CRM can’t provide on its own.

The Analyst

Step 2 — The Analyst

Reasoning (Tier 1)

Scores deal health across weighted criteria: deal stage velocity, engagement recency, stakeholder signals, and competitive risk. Outputs a Deal Health Score (DHS) that routes each deal into one of four priority tiers — Critical, Attention, Healthy, or Champion.

The Writer

Step 3 — The Writer

Creative (Tier 2)

Generates structured Slack alerts tailored to each tier. Critical deals get immediate action items. Attention deals get risk summaries. Healthy deals get concise status updates. Champion deals get celebration + expansion signals.

The Router

Step 4 — The Router

Delivery (4-Tier)

Routes alerts to the right Slack channel based on DHS tier. Critical and Attention alerts go to #deals-urgent. Healthy updates go to #deals-pipeline. Champion alerts go to #deals-wins. Configurable per team.

The Complete Customer Success Bundle

13 files. Workflow, prompts, Slack templates, and complete documentation.

deal_intelligence_agent_v1.json — The 27-node n8n workflow
README.md — Setup and configuration guide (~9 min)
CHANGELOG.md — Version history
LICENSE.md — Usage terms
dependency_matrix.md — Required services, API keys, estimated costs
error_handling_matrix.md — Failure modes mapped to recovery paths
system_prompts/researcher.txt — Researcher agent system prompt
system_prompts/analyst.txt — Analyst agent system prompt (DHS scoring)
system_prompts/writer.txt — Writer agent system prompt (tier-specific alerts)
slack_templates/critical_alert.json — Slack Block Kit — Critical tier template
slack_templates/attention_alert.json — Slack Block Kit — Attention tier template
slack_templates/healthy_update.json — Slack Block Kit — Healthy tier template
slack_templates/champion_alert.json — Slack Block Kit — Champion tier template

Tested. Measured. Documented.

All values below are from ITP testing — not estimates, not projections.

Workflow Nodes

27 specialized n8n nodes

Blueprint Quality Standard

BQS v2 — PASS

Agent Roles

3 (Researcher, Analyst, Writer) + 4-tier Router

Bundle Files

13 (workflow + docs + 3 prompts + 4 Slack templates)

Cost per Deal Analysis

$0.22 (incl. web search)

Inspection & Test Plan

16/16 PASS

Priority Tiers

Critical / Attention / Healthy / Champion

n8n Versions Tested

v2.7.5, v2.8.3

Avg Processing Time

73.5 seconds

Architecture: Modular Agentic Swarm (3 agents + 4-tier router)
Pipeline: Pipedrive Trigger → Researcher → Analyst → DHS Router (4-tier) → Writer → Slack
Nodes: 27 specialized n8n nodes
Integrations: Pipedrive CRM, Perplexity AI, Claude, Slack
Priority Routing: Critical / Attention / Healthy / Champion
Error Handling: Documented failure modes with retry, fallback, dead letter
Test Evidence: ITP 16/16 milestones PASS
Cost: $0.22 per deal analysis (incl. web search)
Processing Time: 73.5 seconds average
Platform: n8n (tested on v2.7.5 and v2.8.3)
Quality Audit: BQS v2 — PASS

Deal Intelligence Agent v1.0.0

$199

one-time purchase

What you get:

  • ✓27-node n8n workflow (.json) — you own it
  • ✓3 production-ready agent system prompts
  • ✓4 Slack Block Kit alert templates (per tier)
  • ✓Error handling matrix (failure modes documented)
  • ✓Dependency matrix with cost estimates
  • ✓Configurable DHS scoring weights
  • ✓14-day refund policy

Frequently Asked Questions

What CRM does this work with?

Pipedrive. The workflow triggers on deal updates via Pipedrive webhooks. Your n8n instance must be publicly accessible for Pipedrive to send webhook events. The dependency matrix covers the required Pipedrive API scopes.

Which Slack plan do I need?

Any Slack plan — Free, Pro, Business+, or Enterprise Grid. The workflow uses Slack’s Block Kit API to send structured alerts. You’ll need a Slack app with incoming webhook permissions.

Does my n8n need to be publicly accessible?

Yes. Pipedrive sends deal update events via webhooks to your n8n instance. If you’re self-hosting, you’ll need a public URL or tunnel (ngrok, Cloudflare Tunnel). n8n Cloud handles this automatically.

How long does setup take?

The README walks through setup in approximately 9 minutes. Import the workflow JSON, configure your Pipedrive, Anthropic, and Slack API keys, set your DHS scoring weights, and trigger a test deal update.

Can I customize the scoring criteria?

Yes. The DHS scoring weights are configurable in the Analyst agent’s Set node. Adjust the relative importance of deal stage velocity, engagement recency, stakeholder signals, and competitive risk for your pipeline.

Can I route alerts to different Slack channels?

Yes. Each tier routes to a configurable Slack channel. By default: Critical and Attention → #deals-urgent, Healthy → #deals-pipeline, Champion → #deals-wins. Change the channel IDs in the Router node.

What's the refund policy?

14-day refund window from purchase date. You must demonstrate attempted deployment and identify a specific failure not covered by the documentation. Full terms at forgeworkflows.com/legal.