Gamut
Sales & Pipeline

Deal Risk Audit Agent

Catch the discovery gaps killing your deals before they cost you the quarter.

Updated

Connects with

SalesforceSalesforceHubSpotHubSpotPipedrivePipedriveGongGongChorusChorusFirefliesFirefliesOtterOtter
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The problem it solves

Deals slip when nobody notices the missing economic buyer, the unquantified pain, or the call recording that's 60 days stale. By the time it shows up in the forecast, it's too late to fix. This agent audits every open deal weekly against your discovery methodology and tells you exactly which deals are at risk and what to do about each one.

Who it's for

  • Sales managers and VPs of Sales running a forecast they need to trust
  • Account executives who want to know which deals need work before the week starts
  • Sales operations and RevOps teams enforcing a discovery methodology
  • Sales enablement leaders standardizing MEDDIC, BANT, or a custom qualification framework
  • Founders and heads of revenue at B2B companies with longer sales cycles

What it does

  1. 1

    Pull active deals

    Each week it queries your CRM for open deals in your chosen stages, above your minimum value, owned by the right reps.

  2. 2

    Read the call recordings

    For every deal it pulls the most recent one to three call transcripts from your call recorder, matched by company name.

  3. 3

    Score against your discovery criteria

    It checks CRM notes and transcripts for evidence on each criterion you defined and marks it Covered, Partial, or Missing.

  4. 4

    Assign a health tier

    Based on how many criteria are covered, each deal lands in Red, Yellow, or Green against your configured risk thresholds.

  5. 5

    Flag risk factors beyond the score

    It surfaces deals with no recordings, calls older than 60 days, or a close date that has already passed.

  6. 6

    Generate specific next steps

    For each missing or partial criterion it writes the exact question to ask, tied to the contact and the deal context.

  7. 7

    Post a ranked audit to chat

    It delivers one ordered message (Red to Yellow to Green) to your chosen channel so the team starts the week aligned.

Key benefits

  • Spot at-risk deals weeks earlier, while there is still time to fix them
  • Hold every rep to the same discovery standard automatically
  • Replace gut-feel pipeline reviews with evidence pulled straight from calls and CRM notes
  • Get a concrete next action for every gap, not a vague reminder to follow up
  • Start each week with a ranked, prioritized view of where to spend selling time
  • Build a more honest forecast grounded in what discovery actually confirmed

Sample use cases

A $120k opportunity has been sitting in late-stage for a month with strong rapport but no confirmed budget owner.

The agent marks Economic Buyer as Missing and tells the rep to ask the champion exactly who signs off, turning a Red deal into a clear action before the close date.

A rep insists a deal is healthy but the last call recording is 70 days old.

The agent flags the stale-recording risk factor regardless of the criteria scores, prompting a fresh conversation before the deal goes dark.

A manager wants a Monday pipeline review without manually re-reading dozens of call transcripts.

The agent posts a ranked audit of every open deal with evidence quotes and gaps, so the review focuses on decisions instead of digging.

Half the deals show no call recordings on file even though calls happened.

The agent flags each as a discovery blind spot and still scores it from CRM notes, exposing a recorder integration or naming mismatch to fix.

Key integrations

  • Salesforce

    Primary CRM source for open deals, stages, values, owners, notes, and activity history.

  • HubSpot

    Alternative CRM the agent can pull deals and contacts from.

  • Pipedrive

    Alternative CRM option for reading the open pipeline.

  • Gong

    Call recorder providing the transcripts the agent reads to score discovery.

  • Chorus

    Conversation intelligence source for call transcripts.

  • Fireflies

    Meeting transcription source the agent can read calls from.

  • Otter

    Transcription tool the agent uses for call recordings.

  • Slack

    Chat workspace where the agent posts the ranked weekly audit.

The discovery criteria you define during setup are what make this agent useful. Each criterion carries the specific evidence that confirms it, so when that evidence is missing from both the CRM notes and the call transcripts, the agent can name the precise question to ask rather than offering a generic nudge.

Because the audit runs on a fixed weekly cadence and grades every open deal the same way, a deal that stays Red week after week is a clear signal that the suggested actions aren't being worked, not noise. That consistency turns pipeline reviews into a short conversation about decisions instead of a scramble through call recordings.

Getting started

  1. Import the workspace — Drag the template zip into the Gamut agent import dialog or install it from the marketplace.
  2. Run the agent-onboarding setup — It interviews you for your CRM, call recorder, deal stages, discovery criteria, risk thresholds, chat channel, and schedule, then connects accounts.
  3. Give it a first task — Ask it to pick one deal and run the full discovery audit, showing the evidence behind every score.

Frequently asked questions

What is the Deal Risk Audit agent?

It is a sales automation tool that reads your open deals and their call recordings every week, scores each deal against your discovery criteria, and posts a ranked risk audit with specific fixes. It tells you which deals are at risk and exactly what to do before they slip.

Does the agent take action on deals without my approval?

No. It only reads your CRM and call recordings and posts an audit with suggested next steps to your chat channel. It never edits deals or contacts reps on its own; you decide which actions to take.

Which CRMs and call recorders does it work with?

It connects to common CRMs like Salesforce, HubSpot, and Pipedrive, and call recorders like Gong, Chorus, Fireflies, and Otter. It posts the audit to a chat workspace such as Slack, with accounts connected via OAuth during onboarding.

How is this different from doing pipeline reviews manually or with generic sales automation software?

Generic sales automation software tracks activity and reminders; this agent actually reads the call transcripts and scores discovery against your own methodology with evidence quotes. It does in minutes what would take hours of re-listening to calls, and it grades every deal the same way every week.

Can I use my own discovery methodology?

Yes. During onboarding you define four to six discovery criteria that reflect how you actually qualify deals, whether that is MEDDIC, BANT, or your own framework. The agent scores every deal against those exact criteria and the evidence needed to confirm each one.

How much does it cost to run?

The template itself is free to import and requires no extra API keys beyond the accounts you already use, which connect via OAuth. Your only costs are your existing CRM, call recorder, and chat subscriptions plus the usage from running the agent on Gamut.