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The specialists

Deal card writer

A specialist agent. It runs in one workflow, does one job there, and hands what it finds back to the lead agent. Your expert sees and decides on its findings; it never speaks to you directly.

Deal screen

What it does

Deal screen

Assembles the seven pages from the specialists' work, ranks risks and opportunities by dollars, and merges every specialist's questions into one list. It writes no figure and no question of its own.

  • Step 7. Deal cardRanks by dollars and assembles the seven pages.
  • Step 8. ReportClears every automated check before the report issues.

Works from: The report template, its automated checks and every specialist's findings

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