Skip to main content
Intempt

Close the gap where meetings and deals silently disconnect

An unlinked meeting on an account with an open, revenue-impacting deal makes every downstream meeting analytic unreliable. This finds those gaps, AI-suggests the right deal, and batch-links them via review.

Sellmeeting-notetakerB2BSaaSStandard3 steps3 outputs
1
2
3
Meeting List Workflow Dashboard
Run this recipe

What it does

Finds meetings not linked to a deal but that should be (account has an open deal, meeting type is revenue-impacting), AI-suggests the right deal, and batch-links via review.

You get

a meeting-to-deal linking audit and fix

How it works

1

Find Unlinked Meetings

list_meetings

List all meetings from the last 60 days that have no linked deal. Filter to meetings where the meeting type is revenue-impacting (Discovery, Demo, Proposal, Close, Renewal — exclude internal sync, 1:1, interview). For each unlinked meeting, surface: meeting date, host, attendees (with company), and any open deals on attendees' accounts. The output is the working set for the linking action.

Produces:Meeting List
2

Build Linking Workflow

Create Workflow

Create a workflow firing daily that finds new unlinked revenue-impacting meetings (incremental from the audit). For each: (1) compute the most-likely deal match — same account + open stage + attendees overlap with deal contacts; (2) if confidence is high (single clear match), auto-link via link_meeting_to_deal; (3) if confidence is medium (multiple plausible matches or attendees-don't-overlap-deal-contacts), create a task for the meeting host asking them to confirm the right deal; (4) if no plausible match exists (account has no open deals), log to the dashboard for review (likely a new opp that needs a deal record).

Produces:Workflow
3

Build Linking Hygiene Dashboard

Build Dashboard

Compose a meeting-deal-linking hygiene dashboard: % of revenue-impacting meetings linked to deals (target: 95%+; below 85% means the linking workflow is failing or reps aren't acting on confirmation tasks); count of meetings auto-linked vs. manually-linked vs. unlinked-needing-review; top 5 hosts with most unlinked meetings (coaching signal); recent meetings where 'no plausible deal match' was flagged (likely missing opportunities). Trend over time — falling linking-rate is a leading indicator of pipeline visibility decay.

Produces:Dashboard

Ready to run this recipe?

Tell Blu what you need. It builds the segment, content, journey, and dashboard in minutes.

Sign up free

Hire the team that reclaims what your GTM stack is leaking.

You set the strategy. Agents run the plays. Seven AI agents across design, marketing, sales, and analytics. One customer context, tracked from first pixel to final dollar.

Start for free
Meeting to Deal Linking Audit | Intempt