BEGIN TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_REMINDER (at 2024-04-08 08:08:50)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
{
"id": 32029,
"deal": {
"id": 556,
"name": "Verta Life Sciences",
"owner": 2,
"stage": 6,
"public_id": "c9f5ae61-7aa3-4e7b-85cb-b4f72bd30c48",
"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": null,
"state": null,
"status": "INITIATED",
"next_task": null,
"events_hash": null,
"fingerprint": null,
"next_task_key": null
}
--- MODEL INVOCATION 'pipeline_stage 0 GPT_4' at cost $0.0655 (at 2024-04-08 08:08:50)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine into which sales pipeline stage this deal would need to be categorized. The deal is represented by the given communication and accompanying metadata.\n\nThe following pipeline stages are available: LEAD, EXPLORATORY, PROPOSAL, CLOSING, NOT_NOW, CLOSED_WON, CLOSED_LOST.\n\nThe following are the requirements that need to be met in order to categorize the conversation into one of the pipeline stages:\n\n* LEAD:\n\n- No meetings were yet scheduled between the seller and the buyer.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* EXPLORATORY:\n\n- The introductory meeting was already scheduled.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* PROPOSAL:\n\n- There is a clear indication that a written proposal needs to be sent to the buyer (but was not sent yet).\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* CLOSING:\n\n- There is a clear indication that a written proposal has been delivered to the buyer, or there is an explicit notion that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* NOT_NOW\n\n- There is an indication from the buyer that the timing is not right to proceed with the deal.\n- There is no indication that the buyer does not want to proceed in general.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* CLOSED_WON\n\n- There is a clear indication that the agreement was signed by the buyer.\n- IMPORTANT: It needs to be very clear and explicit that the agreement was signed. It is not good enough if the agreement is about to be signed. If the agreement is in the process of being signed but was not signed yet, you should classify the deal into \"CLOSING\".\n\n\n* CLOSED_LOST\n\n- There is a clear indication that the buyer does not want to proceed with deal (as in not being interested).\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nTake special care when classifying into CLOSED_WON and CLOSED_LOST categories. The deal is considered CLOSED_LOST if and only if the buyer expressed very explicitly that they do not want to receive any further emails or that they are not interested. The deal is considered CLOSED_WON if and only if it is clear that the agreement was already signed and that the deal has been successfully closed. If you are unsure whether the deal has already been closed or not, rather select one of the non-closed categories.\n\n---\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:08:50.168709."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"LEAD",
"EXPLORATORY",
"PROPOSAL",
"CLOSING",
"NOT_NOW",
"CLOSED_WON",
"CLOSED_LOST"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
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"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BeLanPcpFV7c73K4Ixdnotp7vmRw",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2046,
"prompt_tokens": 1910,
"completion_tokens": 136
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"CLOSING\",\"explanation\":\"The conversation indicates that the agreement was sent for eSignature, which shows that a written proposal has been delivered to the buyer. This is evident from the email sent on 2024-02-23 where Klemen mentions, 'I just sent the final version for eSignature via PandaDco.' This indicates that sufficient information about the offering was delivered to the buyer, allowing the deal to move forward with closing. However, there is no explicit confirmation that the agreement has been signed by the buyer, which means the deal cannot be categorized as CLOSED_WON yet. Therefore, the deal is in the CLOSING stage.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563730,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_lead 0 GPT_4' at cost $0.0462 (at 2024-04-08 08:08:56)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* LEAD:\n\n- No meetings were yet scheduled between the seller and the buyer.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:08:56.393610."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BeLgy90GqWOBwRmxWJnClZBXqzxa",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1420,
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"object": "chat.completion",
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"arguments": "{\"category\":\"NO\",\"explanation\":\"The deal does not fulfill the given requirements because an agreement was delivered to the buyer for review and subsequently sent for eSignature, indicating that the deal has progressed beyond the initial stages of discussion. Specifically, the emails show that an agreement was attached for review, comments on the agreement were discussed, changes were made based on the buyer's feedback, and the final version was sent for eSignature. This indicates that sufficient information about the offering was delivered to the buyer, and an agreement was delivered and likely signed by the buyer, moving the deal beyond the lead stage.\"}"
}
},
"logprobs": null,
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"created": 1712563736,
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}
--- MODEL INVOCATION 'pipeline_stage_exploratory 0 GPT_4' at cost $0.0461 (at 2024-04-08 08:09:02)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* EXPLORATORY:\n\n- The introductory meeting was already scheduled.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:09:02.583989."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
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}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BeLm8Oq438xnltV8mjvEst9GbGUo",
"model": "gpt-4-0125-preview",
"usage": {
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"arguments": "{\"category\":\"NO\",\"explanation\":\"The deal does not fulfill the given requirements because there is an indication that an agreement has been delivered to the buyer for review and for eSignature, as seen in the emails sent on 2024-02-12 and 2024-02-23. This indicates that the deal has progressed to the stage where a written proposal, in the form of an agreement, has been sent to the buyer, which contradicts the requirement that the deal should not yet be at the stage when a written proposal is supposed to be or was sent to the buyer.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
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],
"created": 1712563742,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_proposal 0 GPT_4' at cost $0.0450 (at 2024-04-08 08:09:08)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* PROPOSAL:\n\n- There is a clear indication that a written proposal needs to be sent to the buyer (but was not sent yet).\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:09:08.369685."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BeLsKxK16iKPRyTyQK1m1ZrifPOQ",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1394,
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},
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"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation indicates that an agreement was not only sent for review but also discussed for changes, with the final version sent for eSignature. This shows that a written proposal was indeed sent to the buyer, and there was sufficient information about the offering delivered to the buyer to move forward with closing. Additionally, the conversation about changes to the agreement and the final version being sent for eSignature indicates that an agreement has been delivered to the buyer. Therefore, the deal does not fulfill the given requirements.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563748,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_closing 0 GPT_4' at cost $0.0479 (at 2024-04-08 08:09:15)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* CLOSING:\n\n- There is a clear indication that a written proposal has been delivered to the buyer, or there is an explicit notion that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:'\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:09:15.388749."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
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}
],
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"temperature": 0.0,
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BeLzGWoyImq7Z3B8HuwZAZdMgIkl",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1439,
"prompt_tokens": 1282,
"completion_tokens": 157
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"YES\",\"explanation\":\"The conversation shows a clear progression towards closing the deal. Initially, an agreement for review is sent to Nick and Ian, indicating that sufficient information about the offering has been delivered for them to move forward. Subsequent emails discuss and negotiate terms, showing engagement from the buyer side without any indication of disinterest or bad timing. Finally, Klemen mentions sending the final version for eSignature via PandaDoc, which implies that an agreement has been prepared for signing but does not confirm that it has been signed yet. This sequence of events meets the requirements for closing as there is a clear indication that a written proposal has been delivered, there's no indication of the buyer not wanting to proceed, and there's no confirmation that an agreement has been signed.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563755,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_not_now 0 GPT_4' at cost $0.0434 (at 2024-04-08 08:09:21)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* NOT_NOW\n\n- There is an indication from the buyer that the timing is not right to proceed with the deal.\n- There is no indication that the buyer does not want to proceed in general.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:09:21.434859."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BeM5vevaKk1ZhyP559aemCgulk9I",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1348,
"prompt_tokens": 1248,
"completion_tokens": 100
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation indicates that the agreement has been sent for eSignature, suggesting that the buyer has agreed to proceed with the deal. There is no indication from the buyer that the timing is not right to proceed with the deal. Furthermore, there is no indication that the buyer does not want to proceed in general. Therefore, the deal does not fulfill the 'NOT_NOW' requirements as it shows progression towards finalizing the agreement rather than a delay or postponement.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563761,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_closed_won 0 GPT_4' at cost $0.0442 (at 2024-04-08 08:09:26)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* CLOSED_WON\n\n- There is a clear indication that the agreement was signed by the buyer.\n- IMPORTANT: It needs to be very clear and explicit that the agreement was signed. It is not good enough if the agreement is about to be signed. If the agreement is in the process of being signed but was not signed yet, you should classify the deal into \"CLOSING\".\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:09:26.091189."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
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"parameters": {
"type": "object",
"required": [
"category",
"explanation"
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"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BeMAV03N3oquV5hj68Mqu0i0ldIS",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1370,
"prompt_tokens": 1267,
"completion_tokens": 103
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation shows that the agreement was prepared for eSignature and sent to the buyer, but there is no explicit confirmation or indication that the agreement was actually signed by the buyer. The last message mentions the intention to send the agreement for eSignature, asking if the buyer, Nick, will be signing it. However, there is no follow-up or confirmation that the signing process was completed. Therefore, the deal cannot be classified as CLOSED_WON based on the provided conversation.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563766,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_closed_lost 0 GPT_4' at cost $0.0433 (at 2024-04-08 08:09:32)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* CLOSED_LOST\n\n- There is a clear indication that the buyer does not want to proceed with deal (as in not being interested).\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:09:32.674114."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BeMHF5oJYP34OuR5qvXXPgcdecgb",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1339,
"prompt_tokens": 1236,
"completion_tokens": 103
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation indicates that the deal is progressing towards closure rather than being closed lost. Klemen mentions sending the final version for eSignature via PandaDoc and plans for onboarding, indicating an expectation of the deal proceeding. There is no clear indication that the buyer does not want to proceed with the deal. Furthermore, the discussion about changes to the agreement and the finalization of terms suggests active negotiation and agreement on terms, not a lack of interest or a breakdown in negotiations.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563773,
"system_fingerprint": "fp_3b06ba039c"
}
END TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_REMINDER (at 2024-04-08 08:09:38)
BEGIN TRANSITION from REPLY_OR_REMINDER with REMINDER into DEFAULT_OR_POSTPONED_REMINDER (at 2024-04-08 08:21:54)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
{
"id": 32029,
"deal": {
"id": 556,
"name": "Verta Life Sciences",
"owner": 2,
"stage": 6,
"public_id": "c9f5ae61-7aa3-4e7b-85cb-b4f72bd30c48",
"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "REPLY_OR_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "c25fb7fe758bc59665b329d42a2adc9791778631",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'reply_or_reminder 0 GPT_4' at cost $0.0496 (at 2024-04-08 08:21:54)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the next seller's action should be an immediate REPLY (category \"REPLY\") or whether the seller should schedule a follow-up REMINDER (category \"REMINDER\").\n\nNormally, if the buyer wrote the last email in the correspondence, the seller should REPLY to that, if nothing else, with a courteous one-liner. The only exception is when the buyer has sent the last email but that email does not carry any information goal or intent; it is merely a courteous one-liner saying \"thank you\" or something similar.\n\nAlso, if the seller wrote the last email, the seller should schedule a kind REMINDER. The only exception is when seller is not expecting any response from the buyer (because, for example, the conversation is undoubtedly concluded).\n\nIf there is an indication that the last event was a meeting or a similar interation in which both the buyer and the seller were able to discuss the deal, then the correct category is \"REPLY\" (because the seller should send a recap email and give information on next steps).\n\nBased on these instructions, classify the correspondence into one of the two categories:\n\n* REPLY - The seller should send a reply as the buyer is awaiting a response. This is also the case if the last event was a meeting or a similar interaction in which both the buyer and the seller were able to discuss the deal.\n* REMINDER - The seller is in the process of waiting for the buyer's message. The seller should thus schedule to send a kind reminder.\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:21:54.585829."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
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"arguments": "{\"category\":\"REMINDER\",\"explanation\":\"The last event in the correspondence is an outbound email from the seller, Klemen Hrovat, to the buyer, Nick Davies. In this email, Klemen addresses some of the proposed changes to the agreement and asks for Nick's confirmation on not adding a specific clause to the agreement and inquires about who will be signing it. Since there is no response from the buyer after this email, the seller should schedule to send a kind reminder to follow up on the pending questions and the status of the eSignature for the agreement.\"}"
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END TRANSITION from REPLY_OR_REMINDER with REMINDER into DEFAULT_OR_POSTPONED_REMINDER (at 2024-04-08 08:21:59)
BEGIN TRANSITION from DEFAULT_OR_POSTPONED_REMINDER with DEFAULT_SCHEDULE into CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 08:32:17)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
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}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
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},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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"full_name": "NICK DAVIES",
"last_name": "DAVIES",
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}
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"message_id": null,
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},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
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},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
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},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
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],
"direction": "EventDirection.OUTBOUND",
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{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
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"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
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}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
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],
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"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
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"domains": [
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"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
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],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
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],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
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"domains": [
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],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
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--- MODEL INVOCATION 'default_or_postponed_reminder 0 GPT_4' at cost $0.0420 (at 2024-04-08 08:32:17)
Prompt
{
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"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the seller should respond according to their default follow-up strategy or whether the buyer requested to postpone the discussions and so the seller should get back to them at a specific time in the future.\n\nBased on these instructions, classify the correspondence into one of the two categories:\n\n* DEFAULT_SCHEDULE - The seller should respond according to their default follow-up strategy as some specific follow-up time is not evident from the discussion.\n* REQUESTED_TO_POSTPONE - The buyer requested to postpone the discussions and so the seller should get back to them at a specific time in the future.\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:32:17.614123."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BeiHKonbLKya2NFCOJTjHd5IIKog",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1319,
"prompt_tokens": 1237,
"completion_tokens": 82
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"DEFAULT_SCHEDULE\",\"explanation\":\"The correspondence does not contain any request from the buyer to postpone discussions or follow-ups. The last message from the seller, Klemen, is about accepting a proposed change and asking for confirmation to proceed with eSignature, indicating ongoing negotiations without any indication of a pause or delay requested by the buyer. Therefore, the seller should continue with their default follow-up strategy.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712565137,
"system_fingerprint": "fp_b77cb481ed"
}
END TRANSITION from DEFAULT_OR_POSTPONED_REMINDER with DEFAULT_SCHEDULE into CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 08:32:23)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 08:32:23)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
{
"id": 32029,
"deal": {
"id": 556,
"name": "Verta Life Sciences",
"owner": 2,
"stage": 6,
"public_id": "c9f5ae61-7aa3-4e7b-85cb-b4f72bd30c48",
"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "DEFAULT_OR_POSTPONED_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "c25fb7fe758bc59665b329d42a2adc9791778631",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0644 (at 2024-04-08 08:32:23)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n* body - The body of the email (the call-to-action). To write a the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:32:23.060523."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BeiN5RJuqzLc1O6fBU0AxFfUAMpY",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2006,
"prompt_tokens": 1865,
"completion_tokens": 141
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up: Meetings.bio Agreement eSignature\",\"recipients\":[\"nick@vertals.com\"],\"greeting\":\"Hi Nick,\",\"opening_line\":\"I hope you've had a chance to review the final agreement.\",\"body\":\"Following our last conversation, I sent the final version for eSignature via PandaDoc. As we agreed, the per meeting fee is set at $600, and we will focus on smaller companies. We also concluded that the proposed addition to the 10. Limitation of liability will not be included. Could you please confirm if everything is in order for you to proceed with the eSignature?\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712565143,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0537 (at 2024-04-08 08:32:29)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: A professional sales email writer wrote this email:\n\n--GREETING--\nHi Nick,\n--END OF GREETING--\n\n--OPENING LINE--\nI hope you've had a chance to review the final agreement.\n--END OF OPENING LINE--\n\n--BODY--\nFollowing our last conversation, I sent the final version for eSignature via PandaDoc. As we agreed, the per meeting fee is set at $600, and we will focus on smaller companies. We also concluded that the proposed addition to the 10. Limitation of liability will not be included. Could you please confirm if everything is in order for you to proceed with the eSignature?\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your reply.\n--END OF CLOSING--\n\n--SIGNATURE--\nBest, Klemen\n--END OF SIGNATURE--\n\n-- END OF MESSAGE --\n\nIt is your task to examine the past conversation between the seller Klemen Hrovat and the buyer (prospect) and check the give email's BODY (and only BODY) against the following requirements:\n\n* The email body needs to remind your prospect (buyer) to respond to your last enquiry. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n* Do not mention the date of last communication explicitly, use relative time instead (last week, yesterday, two days ago...). \n* The length of the body should be between 50 and 120 words. Go straight to the point without too much fluff, but keep it kind and polite.\n\nThen, please reformulate this email's BODY so that it will conform to as many of these requirements as possible. Make minimal changes. Modify it only if it clearly violates one of the requirements. If the email body already conforms to the requirements, do not change it and simply copy-paste it to the output.\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:32:29.297006."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"fixed_email_body",
"explanation"
],
"properties": {
"explanation": {
"type": "string",
"title": "Explanation"
},
"fixed_email_body": {
"type": "string",
"title": "Fixed email body"
}
}
},
"description": "Reformulated or copied email body that conforms to the given requirements. Keep the changes to the absolute minimum."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BeiTZq2k5Ucvs7DO0fYjrXwaCTiX",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1625,
"prompt_tokens": 1459,
"completion_tokens": 166
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"fixed_email_body\":\"Following our last conversation, I sent the final version for eSignature via PandaDoc. As we agreed, the per meeting fee is set at $600, and we will focus on smaller companies. We also concluded that the proposed addition to the 10. Limitation of liability will not be included. Could you please confirm if everything is in order for you to proceed with the eSignature?\",\"explanation\":\"The original email body already meets the requirements. It reminds the prospect to respond to the last enquiry without mentioning the exact date of the last communication, using \\\"Following our last conversation\\\" instead. The length of the body is within the specified range, and it is direct and polite, focusing on the key points of the agreement and asking for confirmation to proceed. Therefore, no changes are needed.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712565149,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 08:32:37)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 09:33:47)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
{
"id": 32029,
"deal": {
"id": 556,
"name": "Verta Life Sciences",
"owner": 2,
"stage": 6,
"public_id": "c9f5ae61-7aa3-4e7b-85cb-b4f72bd30c48",
"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 813,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "c25fb7fe758bc59665b329d42a2adc9791778631",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0654 (at 2024-04-08 09:33:47)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words. Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar corny email openings.\n\n\n* body - The body of the email (the call-to-action). To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:33:47.041500."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
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"arguments": "{\"subject_line\":\"Follow-Up: Meetings.bio Agreement eSignature\",\"recipients\":[\"nick@vertals.com\"],\"greeting\":\"Hi Nick,\",\"opening_line\":\"I wanted to follow up on our last conversation.\",\"body\":\"Since our last exchange, I've been looking forward to your feedback regarding the final agreement sent for eSignature. We've addressed the changes you proposed, including the adjustment to the $600 per meeting fee and our focus on smaller companies. Your input is crucial for us to proceed, and I'm here to answer any questions or concerns you might have.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
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--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0529 (at 2024-04-08 09:33:53)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: A professional sales email writer wrote this email:\n\n--GREETING--\nHi Nick,\n--END OF GREETING--\n\n--OPENING LINE--\nI wanted to follow up on our last conversation.\n--END OF OPENING LINE--\n\n--BODY--\nSince our last exchange, I've been looking forward to your feedback regarding the final agreement sent for eSignature. We've addressed the changes you proposed, including the adjustment to the $600 per meeting fee and our focus on smaller companies. Your input is crucial for us to proceed, and I'm here to answer any questions or concerns you might have.\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your reply.\n--END OF CLOSING--\n\n--SIGNATURE--\nBest, Klemen\n--END OF SIGNATURE--\n\n-- END OF MESSAGE --\n\nIt is your task to examine the past conversation between the seller Klemen Hrovat and the buyer (prospect) and check the give email's BODY (and only BODY) against the following requirements:\n\n* The email body needs to remind your prospect (buyer) to respond to your last enquiry. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n* Do not mention the date of last communication explicitly, use relative time instead (last week, yesterday, two days ago...). \n* The length of the body should be between 50 and 120 words. Go straight to the point without too much fluff, but keep it kind and polite.\n\nThen, please reformulate this email's BODY so that it will conform to as many of these requirements as possible. Make minimal changes. Modify it only if it clearly violates one of the requirements. If the email body already conforms to the requirements, do not change it and simply copy-paste it to the output.\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:33:53.916938."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
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"type": "string",
"title": "Explanation"
},
"fixed_email_body": {
"type": "string",
"title": "Fixed email body"
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}
},
"description": "Reformulated or copied email body that conforms to the given requirements. Keep the changes to the absolute minimum."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
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}
END ACTION (at 2024-04-08 09:34:02)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 09:47:01)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
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"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
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"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
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}
],
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"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
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},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
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],
"full_name": "Urska TEST",
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"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
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"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
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"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
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},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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],
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"last_name": "DAVIES",
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"organizations": []
}
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"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
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{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
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],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
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],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
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],
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"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
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],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
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"owner": 2,
"stage": 6,
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"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": {
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"pipeline_stage_binary": [
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},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
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"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0662 (at 2024-04-08 09:47:01)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words. Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar corny email openings.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\". Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:47:01.646074."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9Bfsc214RM2thAtUhytPSCw8THrwG",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2075,
"prompt_tokens": 1942,
"completion_tokens": 133
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up: Meetings.bio Agreement eSignature\",\"recipients\":[\"nick@vertals.com\"],\"greeting\":\"Hi Nick,\",\"opening_line\":\"I wanted to follow up on our last discussion.\",\"body\":\"We discussed the final changes to the Meetings.bio agreement and I sent it over for eSignature. Since then, I haven't received confirmation of the document being signed. Could you please check on this and let me know if there are any issues or further questions? My colleague Ur\u0161ka is ready to proceed with the onboarding process once we have the fully executed agreement.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712569622,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0526 (at 2024-04-08 09:47:09)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: A professional sales email writer wrote this email:\n\n--GREETING--\nHi Nick,\n--END OF GREETING--\n\n--OPENING LINE--\nI wanted to follow up on our last discussion.\n--END OF OPENING LINE--\n\n--BODY--\nWe discussed the final changes to the Meetings.bio agreement and I sent it over for eSignature. Since then, I haven't received confirmation of the document being signed. Could you please check on this and let me know if there are any issues or further questions? My colleague Ur\u0161ka is ready to proceed with the onboarding process once we have the fully executed agreement.\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your reply.\n--END OF CLOSING--\n\n--SIGNATURE--\nBest, Klemen\n--END OF SIGNATURE--\n\n-- END OF MESSAGE --\n\nIt is your task to examine the past conversation between the seller Klemen Hrovat and the buyer (prospect) and check the give email's BODY (and only BODY) against the following requirements:\n\n* The email body needs to remind your prospect (buyer) to respond to your last enquiry. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n* Do not mention the date of last communication explicitly, use relative time instead (last week, yesterday, two days ago...). \n* The length of the body should be between 50 and 120 words. Go straight to the point without too much fluff, but keep it kind and polite.\n\nThen, please reformulate this email's BODY so that it will conform to as many of these requirements as possible. Make minimal changes. Modify it only if it clearly violates one of the requirements. If the email body already conforms to the requirements, do not change it and simply copy-paste it to the output.\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:47:09.289861."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"fixed_email_body",
"explanation"
],
"properties": {
"explanation": {
"type": "string",
"title": "Explanation"
},
"fixed_email_body": {
"type": "string",
"title": "Fixed email body"
}
}
},
"description": "Reformulated or copied email body that conforms to the given requirements. Keep the changes to the absolute minimum."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BfsjIY6MMWchFPW5jXiqLwPJR0Cg",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1603,
"prompt_tokens": 1452,
"completion_tokens": 151
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"fixed_email_body\":\"We discussed the final changes to the Meetings.bio agreement and I sent it over for eSignature. Since then, I haven't received confirmation of the document being signed. Could you please check on this and let me know if there are any issues or further questions? My colleague Ur\u0161ka is ready to proceed with the onboarding process once we have the fully executed agreement.\",\"explanation\":\"The original email body already meets the requirements. It reminds the prospect to respond to the last enquiry without mentioning the exact date of the last communication, using \\\"since then\\\" to indicate a relative time. The length is within the specified range, and the tone is direct, polite, and to the point. Therefore, no changes are needed.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712569629,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 09:47:18)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 09:56:56)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
{
"id": 32029,
"deal": {
"id": 556,
"name": "Verta Life Sciences",
"owner": 2,
"stage": 6,
"public_id": "c9f5ae61-7aa3-4e7b-85cb-b4f72bd30c48",
"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 867,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "c25fb7fe758bc59665b329d42a2adc9791778631",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0658 (at 2024-04-08 09:56:56)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words. Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar corny email openings.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:56:56.975298."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9Bg2DOoF0indTiBoYZLokAmeHva5b",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2070,
"prompt_tokens": 1947,
"completion_tokens": 123
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up: Meetings.bio Agreement eSignature\",\"recipients\":[\"nick@vertals.com\"],\"greeting\":\"Hi Nick,\",\"opening_line\":\"I wanted to circle back regarding our last discussion.\",\"body\":\"We discussed finalizing the agreement with only $600 per meeting and focusing on smaller companies. I also mentioned our position on the limitation of liability and asked for your thoughts on the refund aspect. Could you let me know if you're ready to proceed with the eSignature? Your feedback is crucial for us to move forward.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712570217,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0517 (at 2024-04-08 09:57:03)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: A professional sales email writer wrote this email:\n\n--GREETING--\nHi Nick,\n--END OF GREETING--\n\n--OPENING LINE--\nI wanted to circle back regarding our last discussion.\n--END OF OPENING LINE--\n\n--BODY--\nWe discussed finalizing the agreement with only $600 per meeting and focusing on smaller companies. I also mentioned our position on the limitation of liability and asked for your thoughts on the refund aspect. Could you let me know if you're ready to proceed with the eSignature? Your feedback is crucial for us to move forward.\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your reply.\n--END OF CLOSING--\n\n--SIGNATURE--\nBest, Klemen\n--END OF SIGNATURE--\n\n-- END OF MESSAGE --\n\nIt is your task to examine the past conversation between the seller Klemen Hrovat and the buyer (prospect) and check the give email's BODY (and only BODY) against the following requirements:\n\n* The email body needs to remind your prospect (buyer) to respond to your last enquiry. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n* Do not mention the date of last communication explicitly, use relative time instead (last week, yesterday, two days ago...). \n* The length of the body should be between 50 and 120 words. Go straight to the point without too much fluff, but keep it kind and polite.\n\nThen, please reformulate this email's BODY so that it will conform to as many of these requirements as possible. Make minimal changes. Modify it only if it clearly violates one of the requirements. If the email body already conforms to the requirements, do not change it and simply copy-paste it to the output.\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:57:03.411769."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"fixed_email_body",
"explanation"
],
"properties": {
"explanation": {
"type": "string",
"title": "Explanation"
},
"fixed_email_body": {
"type": "string",
"title": "Fixed email body"
}
}
},
"description": "Reformulated or copied email body that conforms to the given requirements. Keep the changes to the absolute minimum."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9Bg2JsrhRrNgCSwENsu48kTM0LUIS",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1582,
"prompt_tokens": 1442,
"completion_tokens": 140
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\n \"fixed_email_body\": \"We discussed finalizing the agreement with only $600 per meeting and focusing on smaller companies. I also mentioned our position on the limitation of liability and asked for your thoughts on the refund aspect. Could you let me know if you're ready to proceed with the eSignature? Your feedback is crucial for us to move forward.\",\n \"explanation\": \"The original email body already meets the requirements. It reminds the prospect to respond to the last enquiry without mentioning the exact date of the last communication, using 'discussed' to imply a past conversation. The length is within the specified range, and the tone is direct, polite, and to the point.\"\n}"
}
},
"logprobs": null,
"finish_reason": "stop"
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],
"created": 1712570223,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 09:57:10)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 10:09:29)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
{
"id": 32029,
"deal": {
"id": 556,
"name": "Verta Life Sciences",
"owner": 2,
"stage": 6,
"public_id": "c9f5ae61-7aa3-4e7b-85cb-b4f72bd30c48",
"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 887,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
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"prospect": "c25fb7fe758bc59665b329d42a2adc9791778631",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0638 (at 2024-04-08 10:09:29)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 10:09:29.738253."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BgEMU0VHiMeVTHoct1JuXFaqPXDy",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2013,
"prompt_tokens": 1901,
"completion_tokens": 112
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up: Meetings.bio Agreement eSignature\",\"recipients\":[\"nick@vertals.com\"],\"greeting\":\"Hi Nick,\",\"opening_line\":\"I hope you're doing well today.\",\"body\":\"We discussed the final changes to the Meetings.bio agreement and I sent it over for eSignature. As we haven't received the signed document yet, could you please check if everything is in order? Your prompt response will greatly help us move forward with the onboarding process efficiently.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712570970,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 10:09:34)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 10:47:03)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
{
"id": 32029,
"deal": {
"id": 556,
"name": "Verta Life Sciences",
"owner": 2,
"stage": 6,
"public_id": "c9f5ae61-7aa3-4e7b-85cb-b4f72bd30c48",
"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 917,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "c25fb7fe758bc59665b329d42a2adc9791778631",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0642 (at 2024-04-08 10:47:03)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 10:47:03.425835."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BgoiyvPTjwjkJ4edYa4uYdwK00HS",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2021,
"prompt_tokens": 1901,
"completion_tokens": 120
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-up on Meetings.bio Agreement\",\"recipients\":[\"nick@vertals.com\"],\"greeting\":\"Hi Nick,\",\"opening_line\":\"I hope you're doing well.\",\"body\":\"Since our last communication, I've been looking forward to your feedback regarding the eSignature for the Meetings.bio agreement. We discussed the proposed changes and reached a consensus on the $600 per meeting fee and focusing on smaller companies. Your input on the final version and confirmation on who will be signing it would greatly help us move forward.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712573224,
"system_fingerprint": "fp_54b778f7c8"
}
END ACTION (at 2024-04-08 10:47:10)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 11:08:19)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
{
"id": 32029,
"deal": {
"id": 556,
"name": "Verta Life Sciences",
"owner": 2,
"stage": 6,
"public_id": "c9f5ae61-7aa3-4e7b-85cb-b4f72bd30c48",
"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 942,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
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"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0641 (at 2024-04-08 11:08:19)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 11:08:19.529891."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9Bh9IopgMvxOaactuD5dl6E4oRwJX",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2019,
"prompt_tokens": 1901,
"completion_tokens": 118
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up on Meetings.bio Agreement\",\"recipients\":[\"nick@vertals.com\"],\"greeting\":\"Hi Nick,\",\"opening_line\":\"I hope you're doing well today.\",\"body\":\"We finalized the agreement terms, including the $600 per meeting for smaller companies and discussed the limitation of liability. I sent the final version for eSignature recently. Could you please confirm if everything is in order for you to proceed with signing? This step is crucial for us to move forward with the onboarding process.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712574500,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 11:08:25)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 11:18:48)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
{
"id": 32029,
"deal": {
"id": 556,
"name": "Verta Life Sciences",
"owner": 2,
"stage": 6,
"public_id": "c9f5ae61-7aa3-4e7b-85cb-b4f72bd30c48",
"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 960,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "c25fb7fe758bc59665b329d42a2adc9791778631",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0643 (at 2024-04-08 11:18:48)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 11:18:48.257978."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BhJQfjS2eIIszY7ryHTQqftTzUn5",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2022,
"prompt_tokens": 1901,
"completion_tokens": 121
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up: Meetings.bio Agreement eSignature\",\"recipients\":[\"nick@vertals.com\"],\"greeting\":\"Hi Nick,\",\"opening_line\":\"I hope you're doing well.\",\"body\":\"In our last exchange, I mentioned sending the agreement for eSignature. I wanted to check if you had a chance to review it and if everything is in order for you to proceed. Your feedback is crucial for us to move forward with the next steps. Please let me know if there are any issues or further modifications needed.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712575128,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 11:18:54)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 11:46:09)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
{
"id": 32029,
"deal": {
"id": 556,
"name": "Verta Life Sciences",
"owner": 2,
"stage": 6,
"public_id": "c9f5ae61-7aa3-4e7b-85cb-b4f72bd30c48",
"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 985,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "c25fb7fe758bc59665b329d42a2adc9791778631",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0641 (at 2024-04-08 11:46:09)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 11:46:09.791132."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
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"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "chatcmpl-9BhjuSBydBXhO5xUK3DHAC77WXlDU",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2019,
"prompt_tokens": 1901,
"completion_tokens": 118
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up: Meetings.bio Agreement eSignature\",\"recipients\":[\"nick@vertals.com\"],\"greeting\":\"Hi Nick,\",\"opening_line\":\"I hope you're doing well since our last exchange.\",\"body\":\"We discussed finalizing the agreement with an eSignature, following the adjustments we agreed upon. As I haven't received confirmation of the eSignature, I wanted to ensure everything is clear and see if you have any further questions or need additional information. Your feedback is crucial for us to proceed.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712576770,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 11:46:14)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-10 08:28:06)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
{
"id": 32029,
"deal": {
"id": 556,
"name": "Verta Life Sciences",
"owner": 2,
"stage": 6,
"public_id": "c9f5ae61-7aa3-4e7b-85cb-b4f72bd30c48",
"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1010,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "c25fb7fe758bc59665b329d42a2adc9791778631",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0000 (at 2024-04-10 08:28:06)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-10 08:28:06.792850."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "msg_014NKMin3AG2Yu86N1eLu9k9",
"model": "claude-3-sonnet-20240229",
"usage": {
"total_tokens": 2580,
"prompt_tokens": 2283,
"completion_tokens": 297
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\": \"Following up on Meetings.bio agreement\", \"recipients\": [\"nick.davies@vertals.com\"], \"greeting\": \"Hi Nick,\", \"opening_line\": \"I wanted to follow up on the Meetings.bio agreement we discussed previously.\", \"body\": \"As mentioned in my last email, I'm not able to accept the proposed addition regarding refunds to the limitation of liability section. Since our services revolve around booking meetings that take place, we take on significant risk and can only get paid for the meetings that actually happen. Can you clarify the specific scenarios where you would envision requesting a refund? Understanding your concerns better may help us find a solution.\", \"closing\": \"I look forward to hearing your thoughts on this.\", \"signature\": \"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712737694
}
END ACTION (at 2024-04-10 08:28:14)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-10 08:37:02)
Context
{
"events": [
{
"id": 1635,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/88183797359?pwd=W2avdRRpfWeVY6YB29qxbQaaVfYvj4.1</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi, We are a CMC consulting firm supporting pharma and biotech companies in developing, registering, and supplying their products. </br></br>We are interested to learn more about your sales lead process</br></br>Nick</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23470,
"body": "Hi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T20:42:27.280Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23523,
"body": "Nick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-23T13:46:04.412Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23491,
"body": "Nick and Ian,\n\nDo you have any comments on the agreement?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-19T20:15:02.483Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23508,
"body": "Hi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-21T20:42:01.043Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23514,
"body": "Nick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-22T23:16:43.060Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Verta Life Sciences",
"prospects": [
{
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"nick.davies@vertals.com"
],
"full_name": "NICK DAVIES",
"last_name": "DAVIES",
"first_name": "NICK",
"organizations": [
{
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "vertals.com",
"domains": [
"vertals.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Molecule to Market Consulting - Enabling Life Science Companies, Develop, Register, Launch and Supply their Products"
}
}
Entity
{
"id": 32029,
"deal": {
"id": 556,
"name": "Verta Life Sciences",
"owner": 2,
"stage": 6,
"public_id": "c9f5ae61-7aa3-4e7b-85cb-b4f72bd30c48",
"external_id": "17490203682",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1039,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "c25fb7fe758bc59665b329d42a2adc9791778631",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0000 (at 2024-04-10 08:37:02)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-10 08:37:02.689211."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 20:42:27.280000+00:00\n\nBODY:\n\nHi Nick and Ian,\n\nThank you for your time. Attached is the agreement for your review.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-23 13:46:04.412000+00:00\n\nBODY:\n\nNick,\n\nPerfect, thanks. I just sent the final version for eSignature via PandaDco.\n\nMy colleague Ur\u0161ka will follow up with the next steps and take over the onboarding after we have the fully executed agreement.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-19 20:15:02.483000+00:00\n\nBODY:\n\nNick and Ian,\n\nDo you have any comments on the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-21 20:42:01.043000+00:00\n\nBODY:\n\nHi Nick,\n\nNice to hear that. Thank you for sending the proposed changes. I already accepted most of them.\n\nFor the proposed addition regarding the refund under 10\\. Limitation of liability I need to check with our lawyer.\n\nYou proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-22 23:16:43.060000+00:00\n\nBODY:\n\nNick,\n\nOk, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.\n\nRegarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?\n\nIf you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Verta Life Sciences\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: NICK DAVIES\nPROSPECT COMPANY: vertals.com"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
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"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 20:42:27.280000+00:00
BODY:
Hi Nick and Ian,
Thank you for your time. Attached is the agreement for your review.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-23 13:46:04.412000+00:00
BODY:
Nick,
Perfect, thanks. I just sent the final version for eSignature via PandaDco.
My colleague Urška will follow up with the next steps and take over the onboarding after we have the fully executed agreement.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-19 20:15:02.483000+00:00
BODY:
Nick and Ian,
Do you have any comments on the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-21 20:42:01.043000+00:00
BODY:
Hi Nick,
Nice to hear that. Thank you for sending the proposed changes. I already accepted most of them.
For the proposed addition regarding the refund under 10\. Limitation of liability I need to check with our lawyer.
You proposed to remove the per meeting fee for companies with more than 1,000 employees and have only one per meeting fee without company size limitations. We can remove the per meeting fee for bigger companies, but want to keep the limit of 1,000 employees for the meetings at $600 per meeting. Can you please remind me if you would like us to reach out to bigger companies as well at any point?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-22 23:16:43.060000+00:00
BODY:
Nick,
Ok, I accepted the proposed change to have only $600 per meeting and we will be only reaching out to smaller companies.
Regarding the proposed addition to the 10. Limitation of liability, we are not able to accept it. We are only paid for the meetings we book and that happen and already take a lot of risk in that regard. In what cases do you envision asking for refund? What you would like to prevent with this?
If you are ok with not adding this to the agreement I am happy to send it for eSignature. Will you Nick will be signing it?
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Verta Life Sciences
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: NICK DAVIES
PROSPECT COMPANY: vertals.com
Response
{
"id": "msg_01DRP13fetR6nn4WhY9JsmAD",
"model": "claude-3-sonnet-20240229",
"usage": {
"total_tokens": 2591,
"prompt_tokens": 2283,
"completion_tokens": 308
},
"object": "chat.completion",
"choices": [
{
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"arguments": "{\"subject_line\": \"Follow up on Meetings.bio agreement\", \"recipients\": [\"nick@vertals.com\"], \"greeting\": \"Hi Nick,\", \"opening_line\": \"I wanted to follow up regarding the Meetings.bio agreement.\", \"body\": \"As discussed in our previous emails a couple of weeks ago, we were not able to accept the proposed addition to the limitation of liability clause. Our service model is based on only getting paid for successful meetings booked, so we cannot offer refunds beyond that. However, I have accepted the other change to have a single $600 per meeting fee without company size limitations. If you are comfortable proceeding without the liability addition, I can send the updated agreement for your e-signature.\", \"closing\": \"Please let me know your thoughts so we can finalize the agreement.\", \"signature\": \"Thanks, Klemen\"}"
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END ACTION (at 2024-04-10 08:37:11)