A forecast that interrogates the pipeline
The Forecast Roll-up reads every deal’s real signals, calls out the ones whose stage flatters them, and hands you a commit number you can defend.
Scheduled run · Mon 8am
Forecast Roll-upMonday roll-up. Reading every open deal before I touch a number.
Pulling 38 open opportunities with full activity4sScanning last week’s call transcripts for signal11sMost deals track their stage. Two do not, and one is stronger than its stage suggests.
Weighting each deal by evidence, not stage alone6sRidgeline has verbal agreement and paper in legal, so it earns its Commit. Northpeak does not.
Posting the roll-up to #forecast1s
How it works
Scheduled · Mon 8amDeal moved to CommitClose date slippedCRO: “where are we?”
Roll-up posted · $1.2M commit2 deals downgraded, cited1 deal upgraded on evidenceRisk flags on 3 recordsRuns on a schedule from your CRM
Every Monday morning, and whenever a deal moves to Commit, the agent pulls the open pipeline from Salesforce and starts reading.
Weighs evidence, not stages
It reads activity, transcripts and email threads behind every deal, downgrades the ones whose stage flatters them, and says what the data cannot yet show.
Posts the call to Slack
The roll-up lands in your forecast channel: the commit number, every upgrade and downgrade with its evidence, and the risks worth a manager’s attention.
Without Relevance
With Relevance
A sales-ops export sums stages into a number nobody quite believes.
The agent reads each deal’s activity, transcripts and momentum, then rolls up a number with the reasoning attached.
A deal marked Commit counts as Commit, whatever is actually happening.
The agent checks the claim against the evidence and downgrades deals whose signals disagree with their stage, quotes included.
Risk surfaces in the deal review, two weeks after it appeared.
Quiet champions, stalled legal and slipping close dates are flagged the Monday they show up.
Managers inspect their top ten deals. The long tail is taken on faith.
Every open opportunity gets the same inspection, all the way down the pipeline.
Every manager rolls up differently, and sandbagging goes unpunished.
One methodology applied identically across every team, every week.
A single confident number with false precision.
A commit, a range, and a plain statement of what the pipeline cannot yet tell you.
Held to a quality bar, on every run
Every roll-up is checked against eval test cases before it is posted. If a run fails the bar, it never ships.
Forecast Roll-upSampling 2% of live runs · 97% passing this week
Shaped by your team, not a template
Experts and engineers tune Forecast Roll-up to your playbooks. Every change ships through the same evals.
Drag and drop
Compose agents and workforces on a visual canvas. Drag in agents, tools, and approvals in a flow anyone on the team can read.
Drag and drop
Compose agents and workforces on a visual canvas. Drag in agents, tools, and approvals in a flow anyone on the team can read.
Ticket TriagerBuild with AI
Describe the agent in plain language and Invent builds it: the prompt, the tools, and the evals to prove it works.
Build with AI
Describe the agent in plain language and Invent builds it: the prompt, the tools, and the evals to prove it works.
Claude Code
CodexBuild with MCP
Engineers drive the same platform from Claude Code, Codex, or Cursor. Create agents, link knowledge, and run evals over MCP.
Build with MCP
Engineers drive the same platform from Claude Code, Codex, or Cursor. Create agents, link knowledge, and run evals over MCP.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Security & data privacy
- Data residency
- PII masking
- Audit logs
- No training on your data
Access & controls
- Role-based access control
- SSO / SAML
- Human-in-the-loop approvals
- Version control
Monitoring & oversight
- Real-time monitoring
- Full agent tracing
- Cost visibility
- OTEL & Delta Share export
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
"The key for us was how we can modularize industry knowledge and the best playbooks, and apply it."
Allen Roh
Senior Marketing Manager, Autodesk
"We're looking for every place where AI can allow sellers and customer success reps to be more engaged with customers."
Rob Giglio
Chief Customer Officer, Canva
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
Team it up with more sales agents
Pre-meeting Prepper
Surfaces context for reps before every meeting.
Call ended- 1Logged call notes
- 2Sent pricing PDF
- CRM stage updated
Post-call Actioner
Logs notes and fires follow-ups after each call.
Booked · Thu 2pmMeeting Scheduler
Books qualified meetings into reps’ calendars.
Hi Sarah, saw Ridgeline just closed its Series B. Scaling support headcount fast?
Email
LinkedInOutbound Prospector
Personalizes multi-channel prospect engagement.
Every agent you add shares one stack
These agents all run on one platform: one gateway, one router, one eval suite, one audit trail. Every agent after the first ships faster.
- Triggered by key events or signalslike Zapier
- Given access to contextlike Zep
- Connected to your appslike Composio
- Access to all LLMslike OpenRouter
- Performance evaluatedlike Braintrust
- No-code agent builderlike Dust.tt
- Coordinated into teamslike CrewAI
- Kept alive through long-running worklike Temporal
- Traced at every step of every runlike Langfuse
Put the Forecast Roll-up to work this quarter
We partner with enterprise teams to take this work off their plate. An agent built with you, proven against your quality bar, and live in weeks.