Read Deal Risk. In Seconds.

It is a GPTfy prompt that reads all activity history on a Salesforce opportunity — including emails between reps and customers — and returns a table that assigns a sentiment score to each interaction along with a rationale. This gives sales managers an instant read on deal health without manually reviewing every activity.

Before the activity history leaves Salesforce, GPTfy anonymizes the information on the opportunity record. This means personally identifiable details are masked through GPTfy's security layer before the payload reaches the AI provider, keeping raw CRM data inside your Salesforce org.

The demo shows the result returning in seconds after the prompt is run. Sales managers no longer need to manually comb through activity logs — the AI processes the full interaction history and surfaces risk signals almost immediately, making it practical to check deal health across many opportunities in a single session.

The output is a structured table with one row per activity. Each row includes the activity, the sentiment assigned to it (positive, neutral, or negative), and a plain-language rationale explaining why that sentiment was applied. This context helps managers understand not just the score but the reasoning behind it.

The demo runs on Opportunity records and draws on the opportunity's activity history — emails, tasks, and logged interactions. Because GPTfy prompts are configurable, the same pattern can be applied to other objects where activity history matters, such as accounts or cases.

Use it during pipeline reviews to quickly triage which deals need attention, when a rep flags a stalled opportunity, or when you inherit a pipeline and need to get up to speed fast. It is also useful before executive pipeline calls when you need deal health signals without spending an hour reading email threads.