Use casesSales

What has the CFO said about pricing?

Every time a specific contact has weighed in on price — quoted, dated, and sourced.

Best for
Negotiation prep
Primitives
  • Actors
  • Interactions
  • Decisions
Agent prompt
You're building a stance summary for {{contact_name}} at {{account_name}} on the topic of pricing.

Using Sentra:

1. Resolve {{contact_name}} as an Actor across CRM, calendar invites, email headers, and meeting transcripts (the Ontology Agent's actor unification should handle aliases).
2. Pull every recent Interaction where this Actor spoke and the topic facet includes pricing, discount, contract value, or budget.
3. For each Interaction, extract the quote, the date, the surface (meeting / thread / email), and the Decision or Rationale Sentra associated with it.
4. Order chronologically and flag any reversals.

Output:

- A timeline of three to seven entries, each: date · one-sentence quote · source.
- One paragraph: how their position has moved over time, and what's likely to land in the next negotiation.

Sentralize your company.

Remember what matters.

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Subprocessors include Amazon Web Services, GitHub, Slack, Google Cloud Platform, and OpenAI.

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