Evidence the run may read
- Meeting purpose and participants
- Approved account and opportunity context
- Prior notes and open actions
production blueprint · sales & revenue operations
Sales meeting preparation agent blueprint.
Assemble approved account, opportunity, and prior-interaction evidence into an agenda and decision-oriented prep packet.
Search intent: AI agent for sales meeting prep
Published by a2a cloudProduct-source methodology →
01 · the contract
Start from a bounded job, not a blank chat box.
trigger
A customer meeting reaches its preparation window.
owner
sales owner
agent stops at
The account owner approves the agenda, claims, and customer-facing material.
KPI · increase
meetings with explicit next step (percent). Measure reviewed meetings that end with an owner and dated next step.
outputs
Artifacts the run must produce
- Meeting brief
- Proposed agenda
- Open decisions and questions
02 · topology
Small specialists. Named handoffs. One accountable decision.
Each stage produces an artifact another stage can inspect. The final node is a person, not an autonomous write to an external system.
- 01
intake
Validate and normalize the sales meeting preparation inputs.
- 02
context collector
Produce the meeting brief.
- 03
agenda planner
Produce the proposed agenda.
- 04
account owner reviewer
Challenge the sales meeting preparation result and prepare an approval packet.
- 05
sales owner
The account owner approves the agenda, claims, and customer-facing material.
intake→ validated input packet →context-collector
context-collector→ Meeting brief →agenda-planner
agenda-planner→ Proposed agenda →account-owner-reviewer
account-owner-reviewer→ approval packet with evidence references →human-approver
03 · authority
Grant the run only what this case needs.
Source material is read-only. Drafts land in a case-specific output path. Tools may read or propose; the human gate owns the external write.
case inputs
workspace/sales/sales-meeting-prep/inputs/**Read only the evidence attached to this workflow instance.
case outputs
workspace/sales/sales-meeting-prep/outputs/**Write drafts and evidence artifacts without modifying source records.
approved tools
sales:sales-meeting-prep:read-or-proposeInvoke only tools explicitly granted for this run; external writes remain gated.
04 · implementation
A private, bounded starting manifest.
The blueprint starts private, caps its DAG, disables replanning, and exposes no public endpoint. Add only the tools and data adapters this workflow has approved.
a2a.yamlsafe starting point
name: sales-sales-meeting-prep
version: 0.1.0
entrypoint: agent:BlueprintAgent
expose:
public: false
composition:
planning: deterministic_dag
max_nodes: 6
max_parallel: 1
max_replans: 005 · acceptance test
Pass only with evidence.
- 01
Evidence traceability
Every material conclusion cites an input artifact or a scoped tool result from this run.
- 02
The brief distinguishes confirmed customer facts, internal assumptions, and questions to validate live.
The brief distinguishes confirmed customer facts, internal assumptions, and questions to validate live.
- 03
Approval boundary
The run stops at a proposal and records the human decision before any external side effect.
failure containment
Stop small. Preserve the evidence.
Prior notes conflict or the meeting objective and decision owner are undefined.
Containment: Return a partial result with unresolved items; do not broaden scope or perform an external write.
Operator: Attach the missing evidence, narrow the brief, or explicitly approve a new scoped run.
A required input or tool grant is unavailable.
Containment: Stop the affected branch and preserve completed artifacts in the case output workspace.
Operator: Grant only the missing resource or continue with that branch marked out of scope.
06 · proof
Sign the run facts. Keep money in the billing ledger.
Current platform receipts sign caller identity or classification, skill, bounded input evidence, verified grant IDs when present, outcome or result preview, and timing. Optional file, tool, artifact, handoff, evaluation, and review fields require separate instrumentation and are not populated by default. Price, fees, payouts, and later human approvals remain separate platform records.
The example uses only fields populated by the current platform sealing paths. It is illustrative, not a record of a real customer run.
ExecutionReceipt · selected fieldsEd25519 token
{
"receipt_id": "rcpt_01J...",
"schema_version": 1,
"agent_name": "sales-sales-meeting-prep",
"caller": "user:workflow-owner",
"task_id": "case_sales_meeting_prep",
"skill_name": "sales_meeting_prep",
"input_hash": "4d7c...9a2f",
"grant_ids": [
"grt_case_inputs",
"grt_tool_propose"
],
"status": "ok",
"result_preview": "Output prepared: Meeting brief. Human decision remains separate.",
"elapsed_ms": 4218
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put the pattern to work
Start private. Scope the authority. Require the decision.
Deploy the workflow as a bounded internal agent, verify its outputs and the receipt fields actually emitted, then expand only the scopes your acceptance test proves it needs.