All skills
Category: Financial
Process Letter Sequencer
Stage-aware outreach sequences per counterparty (teaser → NDA follow-up → IM → Phase I/II letters → meetings → declines) with NDA-gated drafting; sending goes through the approval queue
Tools (5)
- plan_outreach_sequence
- list_outreach_steps
- draft_outreach_step
- mark_outreach_step
- get_outreach_summary
Industries
- Banking & Finance