Use cases
Sales

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
Side by side

Token Usage, with and without Sentra

~49k tokens saved58% less work for the agent

Without Sentra
~85k tokens
With Sentra
~36k tokens
Claude (without Sentra)
  1. Search the CRM for every contact matching the name. Resolve aliases manually across email, calendar, and call recordings.
  2. Pull every Gmail thread where the contact's address appears. Skim hundreds of messages to find pricing-adjacent ones.
  3. Search Slack DMs and channels for mentions of the contact. Filter to material moments by re-reading each.
  4. Search the meeting-transcript tool for sessions the contact attended. Re-read each one for pricing moments.
  5. Manually extract quotes, dates, and surfaces from every relevant moment.
  6. Order chronologically. Re-read to detect reversals or shifts in position.
~85k tokens
Claude + Sentra
  1. Resolve the contact as an Actor — Sentra's Ontology Agent unifies aliases across CRM, calendar, email, and transcripts.
  2. Pull every Interaction where this Actor spoke, filtered by topic facet = pricing | discount | contract value | budget.
  3. Each Interaction returns the quote, date, surface, and the typed Decision or Rationale already extracted.
  4. Order chronologically. The polarity field flags reversals automatically.
  5. Compose the timeline.
~36k tokens
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.
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