Adventure Works’ Sales Operations team is designing a “Pipeline Intelligence Copilot”.
Requirements
R1: Generate a summary briefing that combines CRM notes, sales playbooks, and external market news into a narrative the VP of Sales can paste into a QBR deck
R2: For attached Excel files (pipeline, win/loss, and forecast accuracy), explore drivers and trends across regions with charts and comparisons
R3: Provide simple guidance so sellers know which agent to pick, without having to configure tools themselves
Proposed solution
Tell users to use Researcher when they need a pipeline-related briefing that blends internal content and web insights into a structured narrative
Tell users to use Analyst when they need to upload pipeline, win/loss, or forecast datasets and ask “what’s driving the changes?”
Provide a short “cheat sheet”: Researcher = research narrative; Analyst = data deep dive
Does this proposed solution meet the requirements?
