AgentsSALES SETUP: MODERATE
Win/Loss Memo
Runs on weekly schedule.
For sales teams · Runs on Frontier, No-code · Runs on its own weekly
Connects to
GongNotion
Where to run it
- No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
- In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
- Local: run the reasoning step on a local model. See the model picker for hardware guidance.
Agent instructions (copy into your agent)
Run on weekly schedule. Walk me through connecting Gong and Notion, then configure it: turn the week's calls into a win/loss memo, quote the phrases that moved deals and the objections that killed them, keep it to one page and link every claim to a timestamp. Ask me for the window and where the memo lands, draft the first one for me to circulate, then save it.
Always review an agent's permissions before connecting your accounts. Credits & licenses.
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