AI Use Case: Creating a Deal Hygiene Scorecard Generator

In this video, we show how to create a deal hygiene scorecard generator using PopdockAI. With a pre-written prompt uploaded to Claude, an eOne agent within PopdockAI can securely access your data to generate a deal hygiene score, which we then ask it to turn into a shareable document.

Within the scorecard generated by Claude, you’ll see open opportunities, the total number of issues, how many records are clean, detailed outlines of each opportunity, and more. This is all made possible through secure access to your data via PopdockAI. You can also go a step further by asking your LLM to take action on this data, such as generating and sending an email with the report attached.