PDF
Discovery-call intake sheet
submitted byMarta Silva
legal nameCobalt Ridge Systems, Inc.
primary contactPriya Raman
target vehicleGSA BPA · General Services Administration
8 grounded fields · sf-duplicate-management / sf-cpq-approvals
Task Lab · interactive world factory
Start from real work. Mutate only what evidence allows.
Switch worlds, inspect every source-backed DAG edge, apply or refuse one mutation at a time, and follow public records field by field into a coherent mock packet. The exported task preserves the seed, lineage, verifier, and digests.
Choose a researched world3 domains · one contract
sales operations
Qualify and open a public-sector expansion deal
Revenue operations specialist · deterministic seed 7
8 receipts2 real records13/13 nodes/edges12/12 realism gates
Current proposal
Known workflow
admittedbaseline
The conservative sales operations workflow mapped from observed practice to tools already present in the world.
Seeded from the researched workflow before any graph walk.
Document effectStart with Discovery-call intake sheet
Evidence receipts
Must remain true
- No pricing or discount commitment before deal-desk approval
- Search both the current legal name and known former names
- A possible duplicate or ownership match stops automatic deal creation
- The created deal remains open for Pending Approval and is never marked won
- Every search result and source document is linked to the deal
Executable sequence
5 retained stepssequence held
01
pipedrivePIPEDRIVE_GET_ALL_ORGANIZATIONS
02
pipedrivePIPEDRIVE_GET_ALL_DEALS
03
pipedrivePIPEDRIVE_ADD_AN_ORGANIZATION
04
pipedrivePIPEDRIVE_ADD_A_DEAL
05
pipedrivePIPEDRIVE_ADD_A_NOTE
retained lifecycle passed0 issuesschema 1workflow 4
Input packet
5/5 invariants passfield formats, cross-document identity, workflow semantics, de-identification
Generated artifact
What the agent sees
Delegated request · Revenue operations specialist
Marta Silva's discovery notes for Cobalt Ridge Systems, Inc. are ready for deal-desk clearance. Check our existing accounts and open deals for the prospect and its owners. If the checks are clear, create the account, open a deal for Pending Approval, and attach a dated qualification report.