Pipeline forecast assistant

Skill composition

• Salesforce
• Actium
• Veritize

How it flows

• Trigger fires (schedule, webhook, manual).
• Agent reads context and composes the plan.
• Each step runs inside its declared policy envelope.
• Approval gates intercept actions that fall outside the envelope.
• Results commit to the audit log; next run has what it needs.

Policy defaults

read-only on deals

Pricing shape

Runs count against your workspace's monthly run budget. See pricing for the tier that fits your volume.

Example run output

Specific outputs depend on your configuration. Most teams preview one live run before approving the template to act on its own.