Use cases
Sales

Open opportunities with overdue commitments from our side

Which deals are stalling because we owe the customer something we never delivered.

Best for
Weekly pipeline review
Primitives
  • Opportunities
  • Commitments
  • Owners
Side by side

Token Usage, with and without Sentra

~108k tokens saved72% less work for the agent

Without Sentra
~150k tokens
With Sentra
~42k tokens
Claude (without Sentra)
  1. Pull every open opportunity from the CRM. Parse stage, dates, and raw notes fields.
  2. For each opportunity, search call transcripts and emails for promise-shaped language from our team to the customer.
  3. Manually classify each as a real commitment vs. casual language. Determine direction (from us vs. to us).
  4. Manually compute due dates from natural-language references ('by end of month', 'before the quarter ends').
  5. Cross-check against any internal tracker. Resolve discrepancies between what was said and what was logged.
  6. Identify the owner on our side for each commitment by reading the source thread.
  7. Compose the table. Sort by days overdue.
~150k tokens
Claude + Sentra
  1. Pull every open Opportunity with stage past discovery.
  2. Join Commitments where direction = from-us-to-account and status ≠ delivered.
  3. Filter on the typed due_at field — past-due commitments are already structured.
  4. Each Commitment carries its originating Interaction source and the named Actor owner.
  5. Sort by days overdue. Compose the table.
~42k tokens
Agent prompt
You are auditing the pipeline for self-inflicted slippage.

Using Sentra:

1. List every open Opportunity (any stage past discovery).
2. For each, join Commitments where direction is "from us, to this account" and status is not yet "delivered".
3. Filter to commitments whose due date is in the past, or whose extracted urgency has lapsed.
4. For each, identify the original Interaction the commitment came from and the named owner on our side.

Output a single table, sorted by days overdue, descending:

| Account | Opportunity | Commitment | Owner | Due | Source |

Then in two sentences: which commitments, if closed this week, would unblock the most ARR.
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