Workshop evidence
Deal Progression Agent
This report separates source-only checks, native final-answer acceptance and learner-facing visual evidence. A screenshot supports only its reviewed visible scope; it does not certify every workshop step.
Deterministic case contract
These source-only marker checks are not, by themselves, native final-answer passes.
| Case | Must include | Must not claim |
|---|---|---|
DP-01 |
Pipeline Health SummaryEvidence boundaryEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
DP-02 |
Stalled Deal Deep-DiveDiagnosisEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
DP-03 |
Action PlansPlanning ObjectiveEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
DP-04 |
Pipeline Acceleration StrategySynthetic ScenarioEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
DP-05 |
Draft Task Assignment Plancandidate tasksEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
DP-06 |
Executive SummarySynthetic Planning TargetsEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
Displayed visual checkpoints
Only reviewed checkpoints count within their stated scope. A labeled PNG board can combine multiple actual views; it is not an old JPEG or a continuous walkthrough. Asset paths are included for traceability.
| Checkpoint | Mode | Visible evidence | Annotated asset |
|---|---|---|---|
easy-review-build |
easy | Deal Progression Pilot; Draft; deal-progression-stalled-deals; deal-progression-action-plans; deal-progression-executive-summary; deal-progression-acceleration; deal-progression-pipeline-health; aibast_deal-progression-synthetic-records.md; aibast_deal-progression-operating-rules.md | solutions/deal-progression/screenshots/assisted/annotated/01-review-build.png |
easy-dp-01 |
easy | Pipeline Health Summary; Evidence boundary | solutions/deal-progression/screenshots/assisted/annotated/02-dp-01.png |
easy-dp-02 |
easy | Stalled Deal Deep-Dive; Evidence boundary; Diagnosis | solutions/deal-progression/screenshots/assisted/annotated/03-dp-02.png |
easy-dp-03 |
easy | Action Plans; Planning Objective; Evidence boundary | solutions/deal-progression/screenshots/assisted/annotated/04-dp-03.png |
easy-dp-04 |
easy | Pipeline Acceleration Strategy; Synthetic Scenario; Evidence boundary | solutions/deal-progression/screenshots/assisted/annotated/05-dp-04.png |
easy-dp-05 |
easy | Draft Task Assignment Plan; candidate tasks; Evidence boundary | solutions/deal-progression/screenshots/assisted/annotated/06-dp-05.png |
easy-dp-06 |
easy | Executive Summary; Synthetic Planning Targets; Evidence boundary | solutions/deal-progression/screenshots/assisted/annotated/07-dp-06.png |
easy-confirm-draft |
easy | Deal Progression Pilot | solutions/deal-progression/screenshots/assisted/annotated/08-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/deal-progression/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | Deal Progression Manual | solutions/deal-progression/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | Deal Progression Agent — Global Instructions | solutions/deal-progression/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/deal-progression/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/deal-progression/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_deal-progression-operating-rules.md | solutions/deal-progression/screenshots/manual/annotated/06-add-aibast-deal-progression-operating-rules.png |
hard-step-07 |
hard | aibast_deal-progression-synthetic-records.md | solutions/deal-progression/screenshots/manual/annotated/07-add-aibast-deal-progression-synthetic-records.png |
hard-step-08 |
hard | deal-progression-acceleration | solutions/deal-progression/screenshots/manual/annotated/08-add-aibast-acceleration-04.png |
hard-step-09 |
hard | deal-progression-action-plans | solutions/deal-progression/screenshots/manual/annotated/09-add-aibast-action-plans-03.png |
hard-step-10 |
hard | deal-progression-assign-tasks | solutions/deal-progression/screenshots/manual/annotated/10-add-aibast-assign-tasks-05.png |
hard-step-11 |
hard | deal-progression-executive-summary | solutions/deal-progression/screenshots/manual/annotated/11-add-aibast-executive-summary-06.png |
hard-step-12 |
hard | deal-progression-pipeline-health | solutions/deal-progression/screenshots/manual/annotated/12-add-aibast-pipeline-health-01.png |
hard-step-13 |
hard | deal-progression-stalled-deals | solutions/deal-progression/screenshots/manual/annotated/13-add-aibast-stalled-deals-02.png |
hard-step-14 |
hard | Claude Opus 5; deal-progression-stalled-deals; deal-progression-pipeline-health; deal-progression-executive-summary; deal-progression-assign-tasks; deal-progression-action-plans; aibast_deal-progression-synthetic-records.md; aibast_deal-progression-operating-rules.md | solutions/deal-progression/screenshots/manual/annotated/14-review-inventory.png |
hard-step-15 |
hard | deal-progression-stalled-deals; deal-progression-pipeline-health; deal-progression-executive-summary; deal-progression-assign-tasks; deal-progression-action-plans | solutions/deal-progression/screenshots/manual/annotated/15-review-skills.png |
hard-step-16 |
hard | deal-progression-pipeline-health; deal-progression-executive-summary; deal-progression-assign-tasks; deal-progression-action-plans; deal-progression-acceleration | solutions/deal-progression/screenshots/manual/annotated/16-review-skills-more.png |
hard-step-17 |
hard | Deal Progression Manual | solutions/deal-progression/screenshots/manual/annotated/17-open-preview.png |
hard-dp-01 |
hard | Pipeline Health Summary; Evidence boundary | solutions/deal-progression/screenshots/manual/annotated/18-dp-01.png |
hard-dp-02 |
hard | Stalled Deal Deep-Dive; Diagnosis; Evidence boundary | solutions/deal-progression/screenshots/manual/annotated/19-dp-02.png |
hard-dp-03 |
hard | Action Plans; Evidence boundary; Planning Objective | solutions/deal-progression/screenshots/manual/annotated/20-dp-03.png |
hard-dp-04 |
hard | Pipeline Acceleration Strategy; Synthetic Scenario; Evidence boundary | solutions/deal-progression/screenshots/manual/annotated/21-dp-04.png |
hard-dp-05 |
hard | Draft Task Assignment Plan; candidate tasks; Evidence boundary | solutions/deal-progression/screenshots/manual/annotated/22-dp-05.png |
hard-dp-06 |
hard | Synthetic Planning Targets; Executive Summary; Evidence boundary | solutions/deal-progression/screenshots/manual/annotated/23-dp-06.png |
hard-step-24 |
hard | Deal Progression Manual | solutions/deal-progression/screenshots/manual/annotated/24-confirm-draft.png |
Reference-only visual gaps
These checkpoints remain open or reference historical captures. No current image is implied by this table; review and reshoot requirements must be resolved before acceptance.
| Checkpoint | Mode | Source asset | Reason |
|---|