What

Generalizes four wins from Willem / Listen Labs' pipeline-review agent into the default pipeline-review template (apps/server/src/services/playbook/agent-defaults/pipeline-review.ts). New customers inherit these; existing agents are unchanged until re-authored.

Why

Building Willem's agent surfaced gaps the default silently mishandled , most importantly, it assumed everything is in Cedar after reconcile, which is false when a connection filters which deal types sync.

Changes (all marker + guidance edits , no behavior change until re-authored)

• MARK_SYNC_SCOPE (the big one) , handle connections with a dealSyncFilter (e.g. Willem syncs only Contract_Type__c=Subscription). Numbers/checks about un-synced object types (pilots) must query the CRM directly (SOQL via run-code-executor), not run-sql. Includes the exact REST recipe.
• MARK_FORECAST_SUMMARY , lead with the number the rep actually calls: closed / the call (counting-categories + closed) / weighted (probability-weighted). Adds closed-won-this-period; makes the per-stage breakdown opt-out.
• MARK_FORECAST strengthened , prefer the org's custom forecast field over the CRM built-in (often stale); show non-forecasted categories (Nurture/uncategorized) on a separate line, excluded from the headline.
• MARK_ANOMALIES , cross-object integrity checks (pilot↔subscription pairing); note these usually need the direct-CRM query.
• MARK_VOICE , voice register scoped to the deep-dive (copy-paste prep that should read hand-written) vs the audit ping (stays clean/readable).
• Part-C grounding guard , state every date from the structured field value + today's date, never paraphrased from timeline prose (prevents the "close date passed" error on a deal whose close date is still in the future).

Test

All 10 agent-defaults/__tests__ marker-strip tests pass (pnpm --filter @zero/server exec vitest run src/services/playbook/agent-defaults/__tests__/).

🤖 Generated with Claude Code

Greptile Summary

The PR expands the default pipeline-review authoring template with CRM sync-scope handling, closed and weighted forecast guidance, cross-object checks, structured-date grounding, and separate deep-dive voice customization. It also adds an Understudy Labs account setup plan and customer-facing proposal.

• Adds direct-CRM guidance for deal types excluded from Cedar synchronization.
• Adds closed-period, call-number, weighted-forecast, and custom forecast-field guidance.
• Adds cross-object anomaly and deep-dive voice customization markers.
• Documents the proposed Understudy Labs CRM, agent, drafting, and activation setup.

Confidence Score: 4/5

The PR appears safe to merge, with a non-blocking template inconsistency that should be resolved so authored weighted forecasts reliably exclude non-forecasted categories.

The new forecast markers require category-specific exclusion and weighting, while the pinned SQL combines all non-high-confidence categories into one bucket and therefore cannot deterministically satisfy those instructions.

Files Needing Attention: apps/server/src/services/playbook/agent-defaults/pipeline-review.ts

Important Files Changed

Prompt