Deal intake Capture a new opportunity and route it into the pipeline.
Flow map Dashboard Evaluation
Intake surface

Capture a deal once, then let the shared workflow runtime route it.

This page records the opportunity profile, launches the intake workflow through a browser-safe SDK session, and hands the deal into the same approval and evaluation system the other pages read from.

1. Register

Upsert the deals record with company, source, owner, and intake timing.

2. Pause for triage

Append intake_received and open the first approval in the dashboard.

3. Hand off

Approved deals move to evaluation_ready so workflow 2 can open the five lenses.

Connection

Shared configuration

Publishable key only Shared across all pages
Initialize the SDK before submitting a deal.
Form

Company intake

Workflow 1Triage gate
Open dashboard
Runtime note

What happens after submit

  • The workflow writes the shared deal registry and stage timeline inside the VGG org.
  • Triage appears as a real approval task in the dashboard instead of a one-off form response.
  • Approved deals become evaluation-ready without leaving this shared operational model.
Observed status

Run feedback

No run submitted yet.
Tracked record

Latest deal context

Downstream flow

After submission

Once triage approval is complete, continue in the dashboard for approval visibility and in the evaluation workspace for the lens setup and submissions.