BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-11 12:34:08)
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": 1106,
"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 $0.0640 (at 2024-04-11 12:34:08)
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: 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 2024-04-11 12:34:08.494488."
},
{
"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-9Cnuy96lltyUF410DXVSdQsWrekxC",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 2017,
"prompt_tokens": 1901,
"completion_tokens": 116
},
"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\":\"We discussed finalizing the agreement with an eSignature recently. My colleague Ur\u0161ka is ready to assist with the onboarding process once we have the fully executed document. Could you please confirm if everything is set for you to proceed with the signing? This will ensure we move forward without any delays.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712838848,
"system_fingerprint": "fp_21e53d6942"
}
END ACTION (at 2024-04-11 12:34:13)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-11 12:40:20)
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": 1122,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "c25fb7fe758bc59665b329d42a2adc9791778631",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 CLAUDE_3_SONNET' at cost $0.0115 (at 2024-04-11 12:40:20)
Prompt
{
"model": "claude-3-sonnet-20240229",
"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 2024-04-11 12:40:20.005999."
},
{
"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_0196zqQc1wKYsmdrByiG12W1",
"model": "claude-3-sonnet-20240229",
"usage": {
"total_tokens": 2623,
"prompt_tokens": 2323,
"completion_tokens": 300
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\": \"Verta Life Sciences agreement\", \"recipients\": [\"nick@vertals.com\"], \"greeting\": \"Hi Nick,\", \"opening_line\": \"I wanted to follow up on the Verta Life Sciences agreement.\", \"body\": \"As mentioned in my previous email, I've accepted the proposed change to have only $600 per meeting fee without any company size limitations. However, I cannot accept the proposed addition regarding refunds under the Limitation of Liability section, as we only get paid for successful meetings booked. Could you clarify the specific cases where you would envision requesting a refund? Understanding your concerns would help us find a reasonable solution.\", \"closing\": \"I look forward to hearing from you so we can finalize and execute the agreement.\", \"signature\": \"Thanks, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712839229
}
END ACTION (at 2024-04-11 12:40:29)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-11 12:58:19)
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": 1147,
"events_hash": "f497421aee58afae6326aec9417b7b78da5da374",
"fingerprint": {
"events": "f497421aee58afae6326aec9417b7b78da5da374",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "c25fb7fe758bc59665b329d42a2adc9791778631",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 CLAUDE_3_OPUS' at cost $0.0801 (at 2024-04-11 12:58:19)
Prompt
{
"model": "claude-3-opus-20240229",
"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 2024-04-11 12:58:19.563718."
},
{
"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_0152iLM5BTz6DKkXtU28KrxM",
"model": "claude-3-opus-20240229",
"usage": {
"total_tokens": 3117,
"prompt_tokens": 2562,
"completion_tokens": 555
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\": \"Re: Meetings.bio agreement\", \"recipients\": [\"nick@vertals.com\"], \"greeting\": \"Hi Nick,\", \"opening_line\": \"I wanted to follow up on the agreement to see if you had a chance to review my last email.\", \"body\": \"Regarding the proposed addition to section 10 on Limitation of Liability, as I mentioned, we are not able to accept that change. Since we only get paid for meetings that are booked and take place, we already take on a lot of risk. \\n\\nIf you are okay with moving forward without that addition, I'm happy to send over the agreement for e-signature. Can you also please confirm if you will be the one signing on behalf of Verta Life Sciences?\\n\\nLet me know if you have any other questions or concerns. I look forward to finalizing the agreement soon.\", \"closing\": \"Thanks for your time,\", \"signature\": \"Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712840330
}
END ACTION (at 2024-04-11 12:58:50)