BEGIN TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_WAIT (at 2024-04-04 12:15:11)

Context
{
  "events": [
    {
      "id": 23611,
      "body": "Hi Thomas,\n\nWe have a fully executed agreement now. Welcome aboard, we are excited to start working with you.\n\nRoland, thank you for signing the agreement.\n\nMy colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a great start to the week,\n\nKlemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
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        {
          "emails": [
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          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
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      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-25T08:07:33Z",
      "message_id": "<d485ab2674e5ffeffd3e56aa7b8046f2@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
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        "urska.rauter@meetings.bio"
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    {
      "id": 23613,
      "body": "Hi Klemen,\n\nThanks for the agreement draft.\n\nPlease see enclosed the revised contract for your review.\n\nLooking forward to hearing from you and KR,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
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      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-20T07:52:26Z",
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      "cc_recipients": [
        "roland.moussa@protagene.com"
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      "bcc_recipients": []
    },
    {
      "id": 23615,
      "body": "Roland, did you receive the link to PandaDoc for signature? Thanks, Klemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
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      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T09:42:52Z",
      "message_id": "<9c0d543704176446ba6ef7a11e431799@frontapp.com>",
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    {
      "id": 23617,
      "body": "You should already receive it. Please use this link: https://app.pandadoc.com/document/a76422d15ac81d5fe109803e0a38e09fa03a1a20",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
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      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T10:51:11Z",
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    },
    {
      "id": 23607,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
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          "first_name": "Thomas",
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      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-15T09:48:21Z",
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    },
    {
      "id": 23609,
      "body": "Dear Roland,\n\nThanks for the quick feedback. We can agree on 45 days payment term. I cleaned the document and will send it to you for for signature now via PandaDoc.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
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          "first_name": "Thomas",
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      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T12:06:20Z",
      "message_id": "<956e7d1a3d44b59e67a3010c9a02144d@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
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      "cc_recipients": [],
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    },
    {
      "id": 1645,
      "body": "<strong>Location: </strong>https://us06web.zoom.us/j/81049982707?pwd=no5CARdqxHZau0hd9VaclhPt4pGNzk.1</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi meetings.bio team,</br>Please have a look to our webpage for initial information (https://www.protagene.com/).</br>Our main idea, why we reach out to you is to increase the number of RFPs for Release and Stability Testing Analytical Services presumably with large pharma companies.</br>Looking forward to talking with you by next week!</br></br>KR Thomas</br></br>",
      "type": "meeting",
      "title": "Calendly: Intro to Meetings.bio",
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          "first_name": "Thomas",
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      ],
      "direction": "EventDirection.BIDIRECTIONAL",
      "timestamp": "2024-03-15T09:00:00Z",
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    },
    {
      "id": 23573,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Front: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
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          "full_name": "Thomas Flad",
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          "first_name": "Thomas",
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      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-15T09:48:20.934Z",
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    },
    {
      "id": 23608,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
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          "organizations": []
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        {
          "emails": [
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      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04Z",
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    {
      "id": 23610,
      "body": "Perfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T12:07:38Z",
      "message_id": "<BEZP281MB19437636F44C00451EA7FAE1E6322@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
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    {
      "id": 23612,
      "body": "Hi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
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          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
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      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T14:08:33Z",
      "message_id": "<BE1P281MB23213160A2F7DF0416FB0587E9322@BE1P281MB2321.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio"
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    },
    {
      "id": 23614,
      "body": "Dear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
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          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
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          "full_name": "Thomas Flad",
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      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T10:12:20Z",
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      "recipients": [
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        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23616,
      "body": "Dear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
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          "emails": [
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      "timestamp": "2024-03-22T10:26:52Z",
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    },
    {
      "id": 23590,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Front: Re: Meetings.bio agreement",
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      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04.297Z",
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--- MODEL INVOCATION 'pipeline_stage 0 GPT_4' at cost $0.0814 (at 2024-04-04 12:15:11)

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 2024-04-04 12:15:11.304648."
    },
    {
      "role": "user",
      "content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 12:07:38+00:00\n\nBODY:\n\nPerfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: thomas.flad@protagene.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-21 14:08:33+00:00\n\nBODY:\n\nHi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 10:12:20+00:00\n\nBODY:\n\nDear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-22 10:26:52+00:00\n\nBODY:\n\nDear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-21 08:59:04.297000+00:00\n\nBODY:\n\nHi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: ProtaGene\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Thomas Flad\nPROSPECT COMPANY: ProtaGene"
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Events
The text to parse:
EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 12:07:38+00:00

BODY:

Perfect -thank you

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: thomas.flad@protagene.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-21 14:08:33+00:00

BODY:

Hi Klemen,

Excellent that we soon can start setting up the respective campaigns.

From my end we can already start on pretty short notice.

Thanks and best,

Thomas

Dr. Thomas Flad Senior Director Analytical Solutions

ProtaGene GmbH Inselwiesenstraße 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 10:12:20+00:00

BODY:

Dear Klemen,

thank you for your response.

1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.

Looking forward to our collaboration

Roland

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-22 10:26:52+00:00

BODY:

Dear klemen,

not yet

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-03-21 08:59:04.297000+00:00

BODY:

Hi Thomas,

Thank you for sending the proposed changes. Attached is a version with my comments.

1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client´s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.

Happy to hop on a quick call if easier to discuss anything.

-- END OF MESSAGE --

-=-

ADDITIONAL CONTEXT:

DEAL NAME: ProtaGene
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Thomas Flad
PROSPECT COMPANY: ProtaGene

Response
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          "arguments": "{\"category\":\"CLOSING\",\"explanation\":\"The conversation indicates that an agreement has been reached regarding the terms of the deal, such as the number of meetings for the pilot phase and payment terms, as outlined in the emails from Dr. Roland Moussa. This suggests that sufficient information about the offering has been delivered to the buyer, allowing them to move forward with closing. However, there is no explicit mention of the agreement being signed yet, which means the deal cannot be categorized as CLOSED_WON. The emails also do not indicate that the buyer does not want to proceed or that it is bad timing, nor do they suggest that the deal is at a stage where it could be considered CLOSED_LOST. Therefore, the most appropriate category for this deal is CLOSING.\"}"
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END TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_WAIT (at 2024-04-04 12:15:18)

BEGIN TRANSITION from REPLY_OR_WAIT with IMMEDIATE_REPLY into DETERMINE_PROSPECT_INTENT (at 2024-04-04 12:15:50)

Context
{
  "events": [
    {
      "id": 23611,
      "body": "Hi Thomas,\n\nWe have a fully executed agreement now. Welcome aboard, we are excited to start working with you.\n\nRoland, thank you for signing the agreement.\n\nMy colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a great start to the week,\n\nKlemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-25T08:07:33Z",
      "message_id": "<d485ab2674e5ffeffd3e56aa7b8046f2@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [
        "roland.moussa@protagene.com",
        "urska.rauter@meetings.bio"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23613,
      "body": "Hi Klemen,\n\nThanks for the agreement draft.\n\nPlease see enclosed the revised contract for your review.\n\nLooking forward to hearing from you and KR,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-20T07:52:26Z",
      "message_id": "<BE1P281MB2321AD2726793D5BD3E114C4E9332@BE1P281MB2321.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio"
      ],
      "cc_recipients": [
        "roland.moussa@protagene.com"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23615,
      "body": "Roland, did you receive the link to PandaDoc for signature? Thanks, Klemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T09:42:52Z",
      "message_id": "<9c0d543704176446ba6ef7a11e431799@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23617,
      "body": "You should already receive it. Please use this link: https://app.pandadoc.com/document/a76422d15ac81d5fe109803e0a38e09fa03a1a20",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T10:51:11Z",
      "message_id": "<8bf48c539d9aa653380fb7107ba3896b@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23607,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-15T09:48:21Z",
      "message_id": "<f0593a311d6df4369340ab373bc48322@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23609,
      "body": "Dear Roland,\n\nThanks for the quick feedback. We can agree on 45 days payment term. I cleaned the document and will send it to you for for signature now via PandaDoc.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
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          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T12:06:20Z",
      "message_id": "<956e7d1a3d44b59e67a3010c9a02144d@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 1645,
      "body": "<strong>Location: </strong>https://us06web.zoom.us/j/81049982707?pwd=no5CARdqxHZau0hd9VaclhPt4pGNzk.1</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi meetings.bio team,</br>Please have a look to our webpage for initial information (https://www.protagene.com/).</br>Our main idea, why we reach out to you is to increase the number of RFPs for Release and Stability Testing Analytical Services presumably with large pharma companies.</br>Looking forward to talking with you by next week!</br></br>KR Thomas</br></br>",
      "type": "meeting",
      "title": "Calendly: Intro to Meetings.bio",
      "sender": null,
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.BIDIRECTIONAL",
      "timestamp": "2024-03-15T09:00:00Z",
      "message_id": null,
      "recipients": null,
      "cc_recipients": null,
      "bcc_recipients": null
    },
    {
      "id": 23573,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Front: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-15T09:48:20.934Z",
      "message_id": null,
      "recipients": [],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23608,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04Z",
      "message_id": "<7b3d9dbc79cf22b1c64597138a74782f@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
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      "cc_recipients": [
        "roland.moussa@protagene.com"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23610,
      "body": "Perfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T12:07:38Z",
      "message_id": "<BEZP281MB19437636F44C00451EA7FAE1E6322@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23612,
      "body": "Hi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T14:08:33Z",
      "message_id": "<BE1P281MB23213160A2F7DF0416FB0587E9322@BE1P281MB2321.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23614,
      "body": "Dear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T10:12:20Z",
      "message_id": "<BEZP281MB194317442A9CF7F75485F024E6322@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23616,
      "body": "Dear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-22T10:26:52Z",
      "message_id": "<BEZP281MB1943236C22B2F25CCCB95274E6312@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23590,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Front: Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04.297Z",
      "message_id": null,
      "recipients": [],
      "cc_recipients": [],
      "bcc_recipients": []
    }
  ],
  "offering": null,
  "deal_name": "ProtaGene",
  "prospects": [
    {
      "emails": [
        "thomas.flad@protagene.com"
      ],
      "full_name": "Thomas Flad",
      "last_name": "Flad",
      "first_name": "Thomas",
      "organizations": [
        {
          "name": "ProtaGene",
          "domains": [
            "protagene.com"
          ],
          "industry": "",
          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
      ]
    },
    {
      "emails": [
        "roland.moussa@protagene.com"
      ],
      "full_name": "Roland Moussa",
      "last_name": "Moussa",
      "first_name": "Roland",
      "organizations": [
        {
          "name": "ProtaGene",
          "domains": [
            "protagene.com"
          ],
          "industry": "",
          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
      ]
    }
  ],
  "deal_owner_email": "klemen@meetings.bio",
  "primary_prospect": {
    "emails": [
      "thomas.flad@protagene.com"
    ],
    "full_name": "Thomas Flad",
    "last_name": "Flad",
    "first_name": "Thomas",
    "organizations": [
      {
        "name": "ProtaGene",
        "domains": [
          "protagene.com"
        ],
        "industry": "",
        "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
      }
    ]
  },
  "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": "ProtaGene",
    "domains": [
      "protagene.com"
    ],
    "industry": "",
    "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
  }
}

Entity
{
  "id": 1684,
  "deal": {
    "id": 569,
    "name": "ProtaGene",
    "owner": 2,
    "stage": 6,
    "public_id": "8a092709-7a45-4e07-828c-b49944637e5c",
    "external_id": "17900283539",
    "last_modified_in_crm": "2024-03-27T13:06:32.084000Z"
  },
  "vars": {
    "pipeline_stage": "CLOSING"
  },
  "state": "REPLY_OR_WAIT",
  "status": "IN_PROGRESS",
  "next_task": null,
  "events_hash": "0ba04558b76dce22fad54134c428a1b2310715d2",
  "fingerprint": {
    "events": "0ba04558b76dce22fad54134c428a1b2310715d2",
    "offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
    "prospect": "1488422cb8a59b3005314e3817f9bb55d1e9b9b4",
    "deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
  },
  "next_task_key": null
}

--- MODEL INVOCATION 'reply_or_wait 0 GPT_4' at cost $0.0570 (at 2024-04-04 12:15:50)

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 whether the seller should respond immediately or not.\n\nNormally, if the buyer wrote the last email in the correspondence, the seller should respond 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\nNote that if the seller is waiting for the buyer to respond then the correct category is \"WAIT_FOR_MESSAGE\".\n\nBased on these instructions, classify the correspondence into one of the two categories:\n\n* IMMEDIATE_REPLY - The seller should reply immediately and the buyer is awaiting a response.\n* WAIT_FOR_MESSAGE - The seller is in the process of waiting for the buyer's message and will need to respond after they have received it.\n\nThe following is the email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n    - The current time is 2024-04-04 12:15:50.034774."
    },
    {
      "role": "user",
      "content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 12:07:38+00:00\n\nBODY:\n\nPerfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: thomas.flad@protagene.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-21 14:08:33+00:00\n\nBODY:\n\nHi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 10:12:20+00:00\n\nBODY:\n\nDear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-22 10:26:52+00:00\n\nBODY:\n\nDear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-21 08:59:04.297000+00:00\n\nBODY:\n\nHi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: ProtaGene\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Thomas Flad\nPROSPECT COMPANY: ProtaGene"
    }
  ],
  "functions": [
    {
      "name": "format_response",
      "parameters": {
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        "required": [
          "category",
          "explanation"
        ],
        "properties": {
          "category": {
            "enum": [
              "IMMEDIATE_REPLY",
              "WAIT_FOR_MESSAGE"
            ],
            "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 (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 12:07:38+00:00

BODY:

Perfect -thank you

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: thomas.flad@protagene.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-21 14:08:33+00:00

BODY:

Hi Klemen,

Excellent that we soon can start setting up the respective campaigns.

From my end we can already start on pretty short notice.

Thanks and best,

Thomas

Dr. Thomas Flad Senior Director Analytical Solutions

ProtaGene GmbH Inselwiesenstraße 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 10:12:20+00:00

BODY:

Dear Klemen,

thank you for your response.

1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.

Looking forward to our collaboration

Roland

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-22 10:26:52+00:00

BODY:

Dear klemen,

not yet

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-03-21 08:59:04.297000+00:00

BODY:

Hi Thomas,

Thank you for sending the proposed changes. Attached is a version with my comments.

1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client´s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.

Happy to hop on a quick call if easier to discuss anything.

-- END OF MESSAGE --

-=-

ADDITIONAL CONTEXT:

DEAL NAME: ProtaGene
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Thomas Flad
PROSPECT COMPANY: ProtaGene

Response
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BEGIN TRANSITION from DETERMINE_PROSPECT_INTENT with OTHER into CREATE_TASK_FOR_EMAIL_RESPONSE (at 2024-04-04 12:26:32)

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      "id": 23611,
      "body": "Hi Thomas,\n\nWe have a fully executed agreement now. Welcome aboard, we are excited to start working with you.\n\nRoland, thank you for signing the agreement.\n\nMy colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a great start to the week,\n\nKlemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
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      "id": 23613,
      "body": "Hi Klemen,\n\nThanks for the agreement draft.\n\nPlease see enclosed the revised contract for your review.\n\nLooking forward to hearing from you and KR,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
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      "id": 23615,
      "body": "Roland, did you receive the link to PandaDoc for signature? Thanks, Klemen",
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      "title": "Re: Meetings.bio agreement",
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      "id": 23617,
      "body": "You should already receive it. Please use this link: https://app.pandadoc.com/document/a76422d15ac81d5fe109803e0a38e09fa03a1a20",
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      "id": 23607,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
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      "body": "Dear Roland,\n\nThanks for the quick feedback. We can agree on 45 days payment term. I cleaned the document and will send it to you for for signature now via PandaDoc.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
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    {
      "id": 1645,
      "body": "<strong>Location: </strong>https://us06web.zoom.us/j/81049982707?pwd=no5CARdqxHZau0hd9VaclhPt4pGNzk.1</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi meetings.bio team,</br>Please have a look to our webpage for initial information (https://www.protagene.com/).</br>Our main idea, why we reach out to you is to increase the number of RFPs for Release and Stability Testing Analytical Services presumably with large pharma companies.</br>Looking forward to talking with you by next week!</br></br>KR Thomas</br></br>",
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      "id": 23573,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
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      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
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      "body": "Perfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
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      "id": 23612,
      "body": "Hi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
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      "body": "Dear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
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      "id": 23616,
      "body": "Dear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
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      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
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          "industry": "",
          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
      ]
    }
  ],
  "deal_owner_email": "klemen@meetings.bio",
  "primary_prospect": {
    "emails": [
      "thomas.flad@protagene.com"
    ],
    "full_name": "Thomas Flad",
    "last_name": "Flad",
    "first_name": "Thomas",
    "organizations": [
      {
        "name": "ProtaGene",
        "domains": [
          "protagene.com"
        ],
        "industry": "",
        "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
      }
    ]
  },
  "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": "ProtaGene",
    "domains": [
      "protagene.com"
    ],
    "industry": "",
    "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
  }
}

Entity
{
  "id": 1684,
  "deal": {
    "id": 569,
    "name": "ProtaGene",
    "owner": 2,
    "stage": 6,
    "public_id": "8a092709-7a45-4e07-828c-b49944637e5c",
    "external_id": "17900283539",
    "last_modified_in_crm": "2024-03-27T13:06:32.084000Z"
  },
  "vars": {
    "pipeline_stage": "CLOSING"
  },
  "state": "DETERMINE_PROSPECT_INTENT",
  "status": "IN_PROGRESS",
  "next_task": null,
  "events_hash": "0ba04558b76dce22fad54134c428a1b2310715d2",
  "fingerprint": {
    "events": "0ba04558b76dce22fad54134c428a1b2310715d2",
    "offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
    "prospect": "1488422cb8a59b3005314e3817f9bb55d1e9b9b4",
    "deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
  },
  "next_task_key": null
}

--- MODEL INVOCATION 'determine_prospect_intent 0 GPT_4' at cost $0.0594 (at 2024-04-04 12:26:32)

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 the buyer's intent or information goal so that the seller can respond correctly. Therefore, examine the correspondence between the buyer and the seller and categorize it into one of the given categories.\n\nClassify the correspondence into one of the following categories:\n* PRODUCT_INFO - The buyer requests more information about the product or service.\n* PRICING_INFO - The buyer requests more information about pricing plans or costs related to the products and/or services.\n* NEXT_STEPS - The buyer is asking how to proceed or explaining what they need to do next. Even if this request is implicit, try to determine whether the buyer and the seller are at the point where they should discuss next steps.\n* INVOLVE_OTHER_PEOPLE - The buyer needs to involve or consult with other people before the discussion can continue.\n* OTHER_OR_MIXED - The buyer's information goal or intent is none of the above or more than one of the above.\n\nThe following is the email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n    - The current time is 2024-04-04 12:26:32.641656."
    },
    {
      "role": "user",
      "content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 12:07:38+00:00\n\nBODY:\n\nPerfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: thomas.flad@protagene.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-21 14:08:33+00:00\n\nBODY:\n\nHi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 10:12:20+00:00\n\nBODY:\n\nDear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-22 10:26:52+00:00\n\nBODY:\n\nDear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-21 08:59:04.297000+00:00\n\nBODY:\n\nHi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: ProtaGene\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Thomas Flad\nPROSPECT COMPANY: ProtaGene"
    }
  ],
  "functions": [
    {
      "name": "format_response",
      "parameters": {
        "type": "object",
        "required": [
          "category",
          "explanation"
        ],
        "properties": {
          "category": {
            "enum": [
              "PRODUCT_INFO",
              "PRICING_INFO",
              "NEXT_STEPS",
              "OTHER"
            ],
            "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 (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 12:07:38+00:00

BODY:

Perfect -thank you

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: thomas.flad@protagene.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-21 14:08:33+00:00

BODY:

Hi Klemen,

Excellent that we soon can start setting up the respective campaigns.

From my end we can already start on pretty short notice.

Thanks and best,

Thomas

Dr. Thomas Flad Senior Director Analytical Solutions

ProtaGene GmbH Inselwiesenstraße 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 10:12:20+00:00

BODY:

Dear Klemen,

thank you for your response.

1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.

Looking forward to our collaboration

Roland

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-22 10:26:52+00:00

BODY:

Dear klemen,

not yet

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-03-21 08:59:04.297000+00:00

BODY:

Hi Thomas,

Thank you for sending the proposed changes. Attached is a version with my comments.

1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client´s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.

Happy to hop on a quick call if easier to discuss anything.

-- END OF MESSAGE --

-=-

ADDITIONAL CONTEXT:

DEAL NAME: ProtaGene
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Thomas Flad
PROSPECT COMPANY: ProtaGene

Response
{
  "id": "chatcmpl-9AGSmcM6iVEFs60I67czZYbcMU85o",
  "model": "gpt-4-0125-preview",
  "usage": {
    "total_tokens": 1885,
    "prompt_tokens": 1789,
    "completion_tokens": 96
  },
  "object": "chat.completion",
  "choices": [
    {
      "index": 0,
      "message": {
        "role": "assistant",
        "content": null,
        "function_call": {
          "name": "format_response",
          "arguments": "{\"category\":\"NEXT_STEPS\",\"explanation\":\"The buyer, represented by Thomas Flad and Dr. Roland Moussa from ProtaGene, is indicating readiness to proceed with the agreement and setting up campaigns, as evidenced by Thomas Flad's email expressing eagerness to start on short notice and Dr. Roland Moussa's email outlining agreement terms and expressing forward-looking sentiment towards collaboration. This suggests that the discussion is at a stage where next steps are being considered and planned.\"}"
        }
      },
      "logprobs": null,
      "finish_reason": "stop"
    }
  ],
  "created": 1712233592,
  "system_fingerprint": "fp_f38f4d6482"
}

END TRANSITION from DETERMINE_PROSPECT_INTENT with OTHER into CREATE_TASK_FOR_EMAIL_RESPONSE (at 2024-04-04 12:26:39)

BEGIN ACTION in CREATE_TASK_FOR_EMAIL_RESPONSE (at 2024-04-04 12:26:39)

Context
{
  "events": [
    {
      "id": 23611,
      "body": "Hi Thomas,\n\nWe have a fully executed agreement now. Welcome aboard, we are excited to start working with you.\n\nRoland, thank you for signing the agreement.\n\nMy colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a great start to the week,\n\nKlemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-25T08:07:33Z",
      "message_id": "<d485ab2674e5ffeffd3e56aa7b8046f2@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [
        "roland.moussa@protagene.com",
        "urska.rauter@meetings.bio"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23613,
      "body": "Hi Klemen,\n\nThanks for the agreement draft.\n\nPlease see enclosed the revised contract for your review.\n\nLooking forward to hearing from you and KR,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-20T07:52:26Z",
      "message_id": "<BE1P281MB2321AD2726793D5BD3E114C4E9332@BE1P281MB2321.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio"
      ],
      "cc_recipients": [
        "roland.moussa@protagene.com"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23615,
      "body": "Roland, did you receive the link to PandaDoc for signature? Thanks, Klemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T09:42:52Z",
      "message_id": "<9c0d543704176446ba6ef7a11e431799@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23617,
      "body": "You should already receive it. Please use this link: https://app.pandadoc.com/document/a76422d15ac81d5fe109803e0a38e09fa03a1a20",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T10:51:11Z",
      "message_id": "<8bf48c539d9aa653380fb7107ba3896b@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23607,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-15T09:48:21Z",
      "message_id": "<f0593a311d6df4369340ab373bc48322@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23609,
      "body": "Dear Roland,\n\nThanks for the quick feedback. We can agree on 45 days payment term. I cleaned the document and will send it to you for for signature now via PandaDoc.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T12:06:20Z",
      "message_id": "<956e7d1a3d44b59e67a3010c9a02144d@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 1645,
      "body": "<strong>Location: </strong>https://us06web.zoom.us/j/81049982707?pwd=no5CARdqxHZau0hd9VaclhPt4pGNzk.1</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi meetings.bio team,</br>Please have a look to our webpage for initial information (https://www.protagene.com/).</br>Our main idea, why we reach out to you is to increase the number of RFPs for Release and Stability Testing Analytical Services presumably with large pharma companies.</br>Looking forward to talking with you by next week!</br></br>KR Thomas</br></br>",
      "type": "meeting",
      "title": "Calendly: Intro to Meetings.bio",
      "sender": null,
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.BIDIRECTIONAL",
      "timestamp": "2024-03-15T09:00:00Z",
      "message_id": null,
      "recipients": null,
      "cc_recipients": null,
      "bcc_recipients": null
    },
    {
      "id": 23573,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Front: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
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      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-15T09:48:20.934Z",
      "message_id": null,
      "recipients": [],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23608,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
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          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04Z",
      "message_id": "<7b3d9dbc79cf22b1c64597138a74782f@frontapp.com>",
      "recipients": [
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      "cc_recipients": [
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      "bcc_recipients": []
    },
    {
      "id": 23610,
      "body": "Perfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
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        {
          "emails": [
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          "full_name": "Thomas Flad",
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      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T12:07:38Z",
      "message_id": "<BEZP281MB19437636F44C00451EA7FAE1E6322@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
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      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23612,
      "body": "Hi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
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          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T14:08:33Z",
      "message_id": "<BE1P281MB23213160A2F7DF0416FB0587E9322@BE1P281MB2321.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23614,
      "body": "Dear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
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          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
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        {
          "emails": [
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          "full_name": "Thomas Flad",
          "last_name": "Flad",
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      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T10:12:20Z",
      "message_id": "<BEZP281MB194317442A9CF7F75485F024E6322@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
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      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23616,
      "body": "Dear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
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          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
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        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-22T10:26:52Z",
      "message_id": "<BEZP281MB1943236C22B2F25CCCB95274E6312@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
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      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23590,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Front: Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
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          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04.297Z",
      "message_id": null,
      "recipients": [],
      "cc_recipients": [],
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    }
  ],
  "offering": null,
  "deal_name": "ProtaGene",
  "prospects": [
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      "full_name": "Thomas Flad",
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          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
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    {
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      ],
      "full_name": "Roland Moussa",
      "last_name": "Moussa",
      "first_name": "Roland",
      "organizations": [
        {
          "name": "ProtaGene",
          "domains": [
            "protagene.com"
          ],
          "industry": "",
          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
      ]
    }
  ],
  "deal_owner_email": "klemen@meetings.bio",
  "primary_prospect": {
    "emails": [
      "thomas.flad@protagene.com"
    ],
    "full_name": "Thomas Flad",
    "last_name": "Flad",
    "first_name": "Thomas",
    "organizations": [
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        "industry": "",
        "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
      }
    ]
  },
  "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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    "industry": "",
    "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
  }
}

Entity
{
  "id": 1684,
  "deal": {
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    "name": "ProtaGene",
    "owner": 2,
    "stage": 6,
    "public_id": "8a092709-7a45-4e07-828c-b49944637e5c",
    "external_id": "17900283539",
    "last_modified_in_crm": "2024-03-27T13:06:32.084000Z"
  },
  "vars": {
    "pipeline_stage": "CLOSING"
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  "state": "DETERMINE_PROSPECT_INTENT",
  "status": "IN_PROGRESS",
  "next_task": null,
  "events_hash": "0ba04558b76dce22fad54134c428a1b2310715d2",
  "fingerprint": {
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    "deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
  },
  "next_task_key": null
}

--- MODEL INVOCATION 'generate_response_email 0 GPT_4' at cost $0.0746 (at 2024-04-04 12:26:39)

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 person. Your name is Klemen Hrovat. Your task is to respond to the prospect's last email. Make sure to read carefully what the prospect's information goal or intent is, and respond to the best of your knowledge and ability.\n\nThe prospect's intent might be, but is not limited to, one of the following:\n* Postpone the discussion to a later time in the future.\n* Acquire more information about the product or services.\n* Acquire information about pricing.\n* Understand how to proceed (next steps).\n* Other.\n\nDo your best to follow these copywriting rules:\n- NEVER use any variation of sentences starting with \"I hope this email finds you\" or \"I hope this message finds you\"\n- Be concise and to the point\n- Write with assertiveness showing sender's confidence, competence, resilience\n- Keep emails around 100-250 words, if possible\n- Include a soft yet clear call-to-action that encourages a response\n- Be unique and diverging from previous messages\n- Foster interaction by inviting feedback and inquiries about additional information needs\n- Ask probing, open-ended questions encouraging recipient to think in new ways\n- Align with recipients' priorities, role, expertise, industry\n- Refer to past discussions, using recipient's words, showing active listening (if relevant)\n- Use relevant case studies and/or testimonials (if relevant)\n- If relevant, show recipient on how you can help, be useful and provide value\n- If recipient is not ready to buy, build a relationship\n- In general, focus mainly on provided value, outcomes, ROI\n- If relevant, show why it's beneficial to act now and what could happen if they don't\n- Connect on an emotional level, highlighting addressed pain points, use storytelling\n- Gently challenge misconceptions or outdated beliefs the recipient may have\n- Avoid being too verbose, convey as much information as succinctly as possible\n- Avoid being \"too salesy\"\n\n\nThe following is the email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n    - The current time is 2024-04-04 12:26:39.027815."
    },
    {
      "role": "user",
      "content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 12:07:38+00:00\n\nBODY:\n\nPerfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: thomas.flad@protagene.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-21 14:08:33+00:00\n\nBODY:\n\nHi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 10:12:20+00:00\n\nBODY:\n\nDear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-22 10:26:52+00:00\n\nBODY:\n\nDear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-21 08:59:04.297000+00:00\n\nBODY:\n\nHi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: ProtaGene\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Thomas Flad\nPROSPECT COMPANY: ProtaGene"
    }
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        "properties": {
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            "title": "Content draft"
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          "content_subject": {
            "type": "string",
            "title": "Content subject"
          },
          "content_recipients": {
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            "title": "Content recipients"
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        }
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  "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 (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 12:07:38+00:00

BODY:

Perfect -thank you

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: thomas.flad@protagene.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-21 14:08:33+00:00

BODY:

Hi Klemen,

Excellent that we soon can start setting up the respective campaigns.

From my end we can already start on pretty short notice.

Thanks and best,

Thomas

Dr. Thomas Flad Senior Director Analytical Solutions

ProtaGene GmbH Inselwiesenstraße 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 10:12:20+00:00

BODY:

Dear Klemen,

thank you for your response.

1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.

Looking forward to our collaboration

Roland

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-22 10:26:52+00:00

BODY:

Dear klemen,

not yet

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-03-21 08:59:04.297000+00:00

BODY:

Hi Thomas,

Thank you for sending the proposed changes. Attached is a version with my comments.

1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client´s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.

Happy to hop on a quick call if easier to discuss anything.

-- END OF MESSAGE --

-=-

ADDITIONAL CONTEXT:

DEAL NAME: ProtaGene
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Thomas Flad
PROSPECT COMPANY: ProtaGene

Response
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          "arguments": "{\"content_draft\":\"Dear Dr. Moussa and Dr. Flad,\\n\\nThank you both for your prompt responses and the enthusiasm to move forward with our collaboration. It's clear we're all eager to start setting up the respective campaigns and ensure a successful pilot phase.\\n\\nTo recap, we've agreed on 4 meetings for the pilot phase, with a 45-day payment term post-meeting. Dr. Moussa, your latest message of 'not yet' suggests there might be pending items or questions on your end. Could you please clarify if there are specific aspects you'd like to discuss further or any additional information you require from us at this stage?\\n\\nDr. Flad, it's great to hear that ProtaGene is ready to start on short notice. We're fully prepared on our end as well. To ensure a smooth kickoff, could we schedule a brief call next week to finalize any outstanding details and discuss the next steps?\\n\\nLooking forward to your feedback and to a fruitful collaboration.\\n\\nBest regards,\\n\\nKlemen Hrovat\",\"content_recipients\":[\"roland.moussa@protagene.com\",\"thomas.flad@protagene.com\"],\"content_subject\":\"RE: Meetings.bio agreement - Moving Forward\"}"
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END ACTION (at 2024-04-04 12:26:48)

BEGIN TRANSITION from CREATE_TASK_FOR_EMAIL_RESPONSE with CONTEXT_CHANGED into PIPELINE_STAGE (at 2024-04-05 07:49:21)

Context
{
  "events": [
    {
      "id": 23611,
      "body": "Hi Thomas,\n\nWe have a fully executed agreement now. Welcome aboard, we are excited to start working with you.\n\nRoland, thank you for signing the agreement.\n\nMy colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a great start to the week,\n\nKlemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
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          "emails": [
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      "bcc_recipients": []
    },
    {
      "id": 23613,
      "body": "Hi Klemen,\n\nThanks for the agreement draft.\n\nPlease see enclosed the revised contract for your review.\n\nLooking forward to hearing from you and KR,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
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          "emails": [
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      "direction": "EventDirection.INBOUND",
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      "cc_recipients": [
        "roland.moussa@protagene.com"
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      "bcc_recipients": []
    },
    {
      "id": 23615,
      "body": "Roland, did you receive the link to PandaDoc for signature? Thanks, Klemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
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      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T09:42:52Z",
      "message_id": "<9c0d543704176446ba6ef7a11e431799@frontapp.com>",
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        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
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    },
    {
      "id": 23617,
      "body": "You should already receive it. Please use this link: https://app.pandadoc.com/document/a76422d15ac81d5fe109803e0a38e09fa03a1a20",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
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      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T10:51:11Z",
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    },
    {
      "id": 23607,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
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      "direction": "EventDirection.OUTBOUND",
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    },
    {
      "id": 23609,
      "body": "Dear Roland,\n\nThanks for the quick feedback. We can agree on 45 days payment term. I cleaned the document and will send it to you for for signature now via PandaDoc.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
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      "direction": "EventDirection.OUTBOUND",
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      "cc_recipients": [],
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    },
    {
      "id": 1645,
      "body": "<strong>Location: </strong>https://us06web.zoom.us/j/81049982707?pwd=no5CARdqxHZau0hd9VaclhPt4pGNzk.1</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi meetings.bio team,</br>Please have a look to our webpage for initial information (https://www.protagene.com/).</br>Our main idea, why we reach out to you is to increase the number of RFPs for Release and Stability Testing Analytical Services presumably with large pharma companies.</br>Looking forward to talking with you by next week!</br></br>KR Thomas</br></br>",
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      "title": "Calendly: Intro to Meetings.bio",
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      "direction": "EventDirection.BIDIRECTIONAL",
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    {
      "id": 23573,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Front: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
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    },
    {
      "id": 23740,
      "body": "",
      "type": "email",
      "title": "New Event: Thomas Flad - 11:30 Wed, 10 Apr 2024 - Meetings.bio Sync Call",
      "sender": "notifications@calendly.com",
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          "last_name": "Flad",
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      "direction": "EventDirection.INBOUND",
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      "id": 23608,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
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          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04Z",
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      "bcc_recipients": []
    },
    {
      "id": 23610,
      "body": "Perfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
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          "organizations": []
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      "timestamp": "2024-03-21T12:07:38Z",
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    },
    {
      "id": 23612,
      "body": "Hi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
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          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T14:08:33Z",
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    },
    {
      "id": 23614,
      "body": "Dear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
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        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T10:12:20Z",
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        "thomas.flad@protagene.com"
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      "cc_recipients": [],
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    },
    {
      "id": 23616,
      "body": "Dear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-22T10:26:52Z",
      "message_id": "<BEZP281MB1943236C22B2F25CCCB95274E6312@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23590,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Front: Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04.297Z",
      "message_id": null,
      "recipients": [],
      "cc_recipients": [],
      "bcc_recipients": []
    }
  ],
  "offering": null,
  "deal_name": "ProtaGene",
  "prospects": [
    {
      "emails": [
        "thomas.flad@protagene.com"
      ],
      "full_name": "Thomas Flad",
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          "industry": "",
          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
      ]
    },
    {
      "emails": [
        "roland.moussa@protagene.com"
      ],
      "full_name": "Roland Moussa",
      "last_name": "Moussa",
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          "industry": "",
          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
      ]
    }
  ],
  "deal_owner_email": "klemen@meetings.bio",
  "primary_prospect": {
    "emails": [
      "thomas.flad@protagene.com"
    ],
    "full_name": "Thomas Flad",
    "last_name": "Flad",
    "first_name": "Thomas",
    "organizations": [
      {
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        "industry": "",
        "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
      }
    ]
  },
  "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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    "industry": "",
    "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
  }
}

Entity
{
  "id": 1684,
  "deal": {
    "id": 569,
    "name": "ProtaGene",
    "owner": 2,
    "stage": 6,
    "public_id": "8a092709-7a45-4e07-828c-b49944637e5c",
    "external_id": "17900283539",
    "last_modified_in_crm": "2024-04-05T07:48:10.465000Z"
  },
  "vars": {
    "pipeline_stage": "CLOSING"
  },
  "state": "CREATE_TASK_FOR_EMAIL_RESPONSE",
  "status": "IN_PROGRESS",
  "next_task": 53,
  "events_hash": "0ba04558b76dce22fad54134c428a1b2310715d2",
  "fingerprint": {
    "events": "0ba04558b76dce22fad54134c428a1b2310715d2",
    "offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
    "prospect": "1488422cb8a59b3005314e3817f9bb55d1e9b9b4",
    "deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
  },
  "next_task_key": "7ea8bcfbbe8fd0ee53fa9536fa621728dff3261a"
}

END TRANSITION from CREATE_TASK_FOR_EMAIL_RESPONSE with CONTEXT_CHANGED into PIPELINE_STAGE (at 2024-04-05 07:49:21)

BEGIN TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_WAIT (at 2024-04-05 07:50:17)

Context
{
  "events": [
    {
      "id": 23611,
      "body": "Hi Thomas,\n\nWe have a fully executed agreement now. Welcome aboard, we are excited to start working with you.\n\nRoland, thank you for signing the agreement.\n\nMy colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a great start to the week,\n\nKlemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-25T08:07:33Z",
      "message_id": "<d485ab2674e5ffeffd3e56aa7b8046f2@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [
        "roland.moussa@protagene.com",
        "urska.rauter@meetings.bio"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23613,
      "body": "Hi Klemen,\n\nThanks for the agreement draft.\n\nPlease see enclosed the revised contract for your review.\n\nLooking forward to hearing from you and KR,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-20T07:52:26Z",
      "message_id": "<BE1P281MB2321AD2726793D5BD3E114C4E9332@BE1P281MB2321.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio"
      ],
      "cc_recipients": [
        "roland.moussa@protagene.com"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23615,
      "body": "Roland, did you receive the link to PandaDoc for signature? Thanks, Klemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T09:42:52Z",
      "message_id": "<9c0d543704176446ba6ef7a11e431799@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23617,
      "body": "You should already receive it. Please use this link: https://app.pandadoc.com/document/a76422d15ac81d5fe109803e0a38e09fa03a1a20",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T10:51:11Z",
      "message_id": "<8bf48c539d9aa653380fb7107ba3896b@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23607,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-15T09:48:21Z",
      "message_id": "<f0593a311d6df4369340ab373bc48322@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23609,
      "body": "Dear Roland,\n\nThanks for the quick feedback. We can agree on 45 days payment term. I cleaned the document and will send it to you for for signature now via PandaDoc.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T12:06:20Z",
      "message_id": "<956e7d1a3d44b59e67a3010c9a02144d@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 1645,
      "body": "<strong>Location: </strong>https://us06web.zoom.us/j/81049982707?pwd=no5CARdqxHZau0hd9VaclhPt4pGNzk.1</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi meetings.bio team,</br>Please have a look to our webpage for initial information (https://www.protagene.com/).</br>Our main idea, why we reach out to you is to increase the number of RFPs for Release and Stability Testing Analytical Services presumably with large pharma companies.</br>Looking forward to talking with you by next week!</br></br>KR Thomas</br></br>",
      "type": "meeting",
      "title": "Calendly: Intro to Meetings.bio",
      "sender": null,
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.BIDIRECTIONAL",
      "timestamp": "2024-03-15T09:00:00Z",
      "message_id": null,
      "recipients": null,
      "cc_recipients": null,
      "bcc_recipients": null
    },
    {
      "id": 23573,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Front: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-15T09:48:20.934Z",
      "message_id": null,
      "recipients": [],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 1656,
      "body": "",
      "type": "meeting",
      "title": "Meetings.bio Sync Call",
      "sender": null,
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.BIDIRECTIONAL",
      "timestamp": "2024-04-10T11:30:00Z",
      "message_id": null,
      "recipients": null,
      "cc_recipients": null,
      "bcc_recipients": null
    },
    {
      "id": 23740,
      "body": "",
      "type": "email",
      "title": "New Event: Thomas Flad - 11:30 Wed, 10 Apr 2024 - Meetings.bio Sync Call",
      "sender": "notifications@calendly.com",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-04-04T15:23:45Z",
      "message_id": "<b0R8NhunTQO1ED_J7zLdwA@geopod-ismtpd-14>",
      "recipients": [
        "urska.rauter@meetings.bio"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23608,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04Z",
      "message_id": "<7b3d9dbc79cf22b1c64597138a74782f@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [
        "roland.moussa@protagene.com"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23610,
      "body": "Perfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T12:07:38Z",
      "message_id": "<BEZP281MB19437636F44C00451EA7FAE1E6322@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23612,
      "body": "Hi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T14:08:33Z",
      "message_id": "<BE1P281MB23213160A2F7DF0416FB0587E9322@BE1P281MB2321.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23614,
      "body": "Dear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T10:12:20Z",
      "message_id": "<BEZP281MB194317442A9CF7F75485F024E6322@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23616,
      "body": "Dear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-22T10:26:52Z",
      "message_id": "<BEZP281MB1943236C22B2F25CCCB95274E6312@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23590,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Front: Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04.297Z",
      "message_id": null,
      "recipients": [],
      "cc_recipients": [],
      "bcc_recipients": []
    }
  ],
  "offering": null,
  "deal_name": "ProtaGene",
  "prospects": [
    {
      "emails": [
        "thomas.flad@protagene.com"
      ],
      "full_name": "Thomas Flad",
      "last_name": "Flad",
      "first_name": "Thomas",
      "organizations": [
        {
          "name": "ProtaGene",
          "domains": [
            "protagene.com"
          ],
          "industry": "",
          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
      ]
    },
    {
      "emails": [
        "roland.moussa@protagene.com"
      ],
      "full_name": "Roland Moussa",
      "last_name": "Moussa",
      "first_name": "Roland",
      "organizations": [
        {
          "name": "ProtaGene",
          "domains": [
            "protagene.com"
          ],
          "industry": "",
          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
      ]
    }
  ],
  "deal_owner_email": "klemen@meetings.bio",
  "primary_prospect": {
    "emails": [
      "thomas.flad@protagene.com"
    ],
    "full_name": "Thomas Flad",
    "last_name": "Flad",
    "first_name": "Thomas",
    "organizations": [
      {
        "name": "ProtaGene",
        "domains": [
          "protagene.com"
        ],
        "industry": "",
        "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
      }
    ]
  },
  "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": "ProtaGene",
    "domains": [
      "protagene.com"
    ],
    "industry": "",
    "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
  }
}

Entity
{
  "id": 1684,
  "deal": {
    "id": 569,
    "name": "ProtaGene",
    "owner": 2,
    "stage": 6,
    "public_id": "8a092709-7a45-4e07-828c-b49944637e5c",
    "external_id": "17900283539",
    "last_modified_in_crm": "2024-04-05T07:49:11.734000Z"
  },
  "vars": {
    "pipeline_stage": "CLOSING"
  },
  "state": "PIPELINE_STAGE",
  "status": "IN_PROGRESS",
  "next_task": 53,
  "events_hash": "2bfc13e851d6819bb6f1fee3ce4a8dbb97ed8978",
  "fingerprint": {
    "events": "2bfc13e851d6819bb6f1fee3ce4a8dbb97ed8978",
    "offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
    "prospect": "1488422cb8a59b3005314e3817f9bb55d1e9b9b4",
    "deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
  },
  "next_task_key": "7ea8bcfbbe8fd0ee53fa9536fa621728dff3261a"
}

--- MODEL INVOCATION 'pipeline_stage 0 GPT_4' at cost $0.0775 (at 2024-04-05 07:50:17)

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 2024-04-05 07:50:17.152551."
    },
    {
      "role": "user",
      "content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 12:07:38+00:00\n\nBODY:\n\nPerfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: thomas.flad@protagene.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-21 14:08:33+00:00\n\nBODY:\n\nHi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 10:12:20+00:00\n\nBODY:\n\nDear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-22 10:26:52+00:00\n\nBODY:\n\nDear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-21 08:59:04.297000+00:00\n\nBODY:\n\nHi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: ProtaGene\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Thomas Flad\nPROSPECT COMPANY: ProtaGene"
    }
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        "required": [
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          "explanation"
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        "properties": {
          "category": {
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              "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"
  },
  "request_timeout": 600
}

Events
The text to parse:
EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 12:07:38+00:00

BODY:

Perfect -thank you

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: thomas.flad@protagene.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-21 14:08:33+00:00

BODY:

Hi Klemen,

Excellent that we soon can start setting up the respective campaigns.

From my end we can already start on pretty short notice.

Thanks and best,

Thomas

Dr. Thomas Flad Senior Director Analytical Solutions

ProtaGene GmbH Inselwiesenstraße 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 10:12:20+00:00

BODY:

Dear Klemen,

thank you for your response.

1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.

Looking forward to our collaboration

Roland

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-22 10:26:52+00:00

BODY:

Dear klemen,

not yet

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-03-21 08:59:04.297000+00:00

BODY:

Hi Thomas,

Thank you for sending the proposed changes. Attached is a version with my comments.

1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client´s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.

Happy to hop on a quick call if easier to discuss anything.

-- END OF MESSAGE --

-=-

ADDITIONAL CONTEXT:

DEAL NAME: ProtaGene
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Thomas Flad
PROSPECT COMPANY: ProtaGene

Response
{
  "id": "chatcmpl-9AYcz5kvePkwFA2NAfm4LFSGpGdLv",
  "model": "gpt-4-0125-preview",
  "usage": {
    "total_tokens": 2492,
    "prompt_tokens": 2401,
    "completion_tokens": 91
  },
  "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 parties have agreed on the terms of the agreement, such as the number of meetings for the pilot phase and payment terms, and are looking forward to collaboration. This suggests that sufficient information about the offering has been delivered and they are moving forward with closing. However, there is no clear indication that the agreement has been signed yet, placing this deal in the CLOSING stage.\"}"
        }
      },
      "logprobs": null,
      "finish_reason": "stop"
    }
  ],
  "created": 1712303417,
  "system_fingerprint": "fp_b77cb481ed"
}

END TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_WAIT (at 2024-04-05 07:50:21)

BEGIN TRANSITION from REPLY_OR_WAIT with IMMEDIATE_REPLY into DETERMINE_PROSPECT_INTENT (at 2024-04-05 07:51:13)

Context
{
  "events": [
    {
      "id": 23611,
      "body": "Hi Thomas,\n\nWe have a fully executed agreement now. Welcome aboard, we are excited to start working with you.\n\nRoland, thank you for signing the agreement.\n\nMy colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a great start to the week,\n\nKlemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-25T08:07:33Z",
      "message_id": "<d485ab2674e5ffeffd3e56aa7b8046f2@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [
        "roland.moussa@protagene.com",
        "urska.rauter@meetings.bio"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23613,
      "body": "Hi Klemen,\n\nThanks for the agreement draft.\n\nPlease see enclosed the revised contract for your review.\n\nLooking forward to hearing from you and KR,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-20T07:52:26Z",
      "message_id": "<BE1P281MB2321AD2726793D5BD3E114C4E9332@BE1P281MB2321.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio"
      ],
      "cc_recipients": [
        "roland.moussa@protagene.com"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23615,
      "body": "Roland, did you receive the link to PandaDoc for signature? Thanks, Klemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T09:42:52Z",
      "message_id": "<9c0d543704176446ba6ef7a11e431799@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23617,
      "body": "You should already receive it. Please use this link: https://app.pandadoc.com/document/a76422d15ac81d5fe109803e0a38e09fa03a1a20",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T10:51:11Z",
      "message_id": "<8bf48c539d9aa653380fb7107ba3896b@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23607,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-15T09:48:21Z",
      "message_id": "<f0593a311d6df4369340ab373bc48322@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23609,
      "body": "Dear Roland,\n\nThanks for the quick feedback. We can agree on 45 days payment term. I cleaned the document and will send it to you for for signature now via PandaDoc.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T12:06:20Z",
      "message_id": "<956e7d1a3d44b59e67a3010c9a02144d@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 1645,
      "body": "<strong>Location: </strong>https://us06web.zoom.us/j/81049982707?pwd=no5CARdqxHZau0hd9VaclhPt4pGNzk.1</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi meetings.bio team,</br>Please have a look to our webpage for initial information (https://www.protagene.com/).</br>Our main idea, why we reach out to you is to increase the number of RFPs for Release and Stability Testing Analytical Services presumably with large pharma companies.</br>Looking forward to talking with you by next week!</br></br>KR Thomas</br></br>",
      "type": "meeting",
      "title": "Calendly: Intro to Meetings.bio",
      "sender": null,
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.BIDIRECTIONAL",
      "timestamp": "2024-03-15T09:00:00Z",
      "message_id": null,
      "recipients": null,
      "cc_recipients": null,
      "bcc_recipients": null
    },
    {
      "id": 23573,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Front: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-15T09:48:20.934Z",
      "message_id": null,
      "recipients": [],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 1656,
      "body": "",
      "type": "meeting",
      "title": "Meetings.bio Sync Call",
      "sender": null,
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.BIDIRECTIONAL",
      "timestamp": "2024-04-10T11:30:00Z",
      "message_id": null,
      "recipients": null,
      "cc_recipients": null,
      "bcc_recipients": null
    },
    {
      "id": 23740,
      "body": "",
      "type": "email",
      "title": "New Event: Thomas Flad - 11:30 Wed, 10 Apr 2024 - Meetings.bio Sync Call",
      "sender": "notifications@calendly.com",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-04-04T15:23:45Z",
      "message_id": "<b0R8NhunTQO1ED_J7zLdwA@geopod-ismtpd-14>",
      "recipients": [
        "urska.rauter@meetings.bio"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23608,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04Z",
      "message_id": "<7b3d9dbc79cf22b1c64597138a74782f@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [
        "roland.moussa@protagene.com"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23610,
      "body": "Perfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T12:07:38Z",
      "message_id": "<BEZP281MB19437636F44C00451EA7FAE1E6322@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23612,
      "body": "Hi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T14:08:33Z",
      "message_id": "<BE1P281MB23213160A2F7DF0416FB0587E9322@BE1P281MB2321.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23614,
      "body": "Dear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T10:12:20Z",
      "message_id": "<BEZP281MB194317442A9CF7F75485F024E6322@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23616,
      "body": "Dear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-22T10:26:52Z",
      "message_id": "<BEZP281MB1943236C22B2F25CCCB95274E6312@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23590,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Front: Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04.297Z",
      "message_id": null,
      "recipients": [],
      "cc_recipients": [],
      "bcc_recipients": []
    }
  ],
  "offering": null,
  "deal_name": "ProtaGene",
  "prospects": [
    {
      "emails": [
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          "industry": "",
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        }
      ]
    },
    {
      "emails": [
        "roland.moussa@protagene.com"
      ],
      "full_name": "Roland Moussa",
      "last_name": "Moussa",
      "first_name": "Roland",
      "organizations": [
        {
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          "industry": "",
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        }
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    }
  ],
  "deal_owner_email": "klemen@meetings.bio",
  "primary_prospect": {
    "emails": [
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    "full_name": "Thomas Flad",
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    "first_name": "Thomas",
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      }
    ]
  },
  "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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    "industry": "",
    "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
  }
}

Entity
{
  "id": 1684,
  "deal": {
    "id": 569,
    "name": "ProtaGene",
    "owner": 2,
    "stage": 6,
    "public_id": "8a092709-7a45-4e07-828c-b49944637e5c",
    "external_id": "17900283539",
    "last_modified_in_crm": "2024-04-05T07:49:11.734000Z"
  },
  "vars": {
    "pipeline_stage": "CLOSING"
  },
  "state": "REPLY_OR_WAIT",
  "status": "IN_PROGRESS",
  "next_task": 53,
  "events_hash": "338ddab133eeede83a1fe07e9d6d9a4769215353",
  "fingerprint": {
    "events": "338ddab133eeede83a1fe07e9d6d9a4769215353",
    "offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
    "prospect": "1488422cb8a59b3005314e3817f9bb55d1e9b9b4",
    "deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
  },
  "next_task_key": "7ea8bcfbbe8fd0ee53fa9536fa621728dff3261a"
}

--- MODEL INVOCATION 'reply_or_wait 0 GPT_4' at cost $0.0570 (at 2024-04-05 07:51:13)

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 seller should respond immediately or not.\n\nNormally, if the buyer wrote the last email in the correspondence, the seller should respond 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\nNote that if the seller is waiting for the buyer to respond then the correct category is \"WAIT_FOR_MESSAGE\".\n\nBased on these instructions, classify the correspondence into one of the two categories:\n\n* IMMEDIATE_REPLY - The seller should reply immediately and the buyer is awaiting a response.\n* WAIT_FOR_MESSAGE - The seller is in the process of waiting for the buyer's message and will need to respond after they have received it.\n\nThe following is the email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n    - The current time is 2024-04-05 07:51:13.900651."
    },
    {
      "role": "user",
      "content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 12:07:38+00:00\n\nBODY:\n\nPerfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: thomas.flad@protagene.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-21 14:08:33+00:00\n\nBODY:\n\nHi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 10:12:20+00:00\n\nBODY:\n\nDear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-22 10:26:52+00:00\n\nBODY:\n\nDear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-21 08:59:04.297000+00:00\n\nBODY:\n\nHi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: ProtaGene\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Thomas Flad\nPROSPECT COMPANY: ProtaGene"
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Events
The text to parse:
EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 12:07:38+00:00

BODY:

Perfect -thank you

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: thomas.flad@protagene.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-21 14:08:33+00:00

BODY:

Hi Klemen,

Excellent that we soon can start setting up the respective campaigns.

From my end we can already start on pretty short notice.

Thanks and best,

Thomas

Dr. Thomas Flad Senior Director Analytical Solutions

ProtaGene GmbH Inselwiesenstraße 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 10:12:20+00:00

BODY:

Dear Klemen,

thank you for your response.

1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.

Looking forward to our collaboration

Roland

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-22 10:26:52+00:00

BODY:

Dear klemen,

not yet

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-03-21 08:59:04.297000+00:00

BODY:

Hi Thomas,

Thank you for sending the proposed changes. Attached is a version with my comments.

1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client´s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.

Happy to hop on a quick call if easier to discuss anything.

-- END OF MESSAGE --

-=-

ADDITIONAL CONTEXT:

DEAL NAME: ProtaGene
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Thomas Flad
PROSPECT COMPANY: ProtaGene

Response
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          "arguments": "{\"category\":\"IMMEDIATE_REPLY\",\"explanation\":\"The seller, Klemen Hrovat, should respond immediately because the last email from Thomas Flad indicates a readiness to start setting up the respective campaigns and implies an expectation for a response to proceed. This email contains information and intent that requires acknowledgment and potentially further action from Klemen.\"}"
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END TRANSITION from REPLY_OR_WAIT with IMMEDIATE_REPLY into DETERMINE_PROSPECT_INTENT (at 2024-04-05 07:51:18)

BEGIN TRANSITION from DETERMINE_PROSPECT_INTENT with OTHER into CREATE_TASK_FOR_EMAIL_RESPONSE (at 2024-04-05 07:52:09)

Context
{
  "events": [
    {
      "id": 23611,
      "body": "Hi Thomas,\n\nWe have a fully executed agreement now. Welcome aboard, we are excited to start working with you.\n\nRoland, thank you for signing the agreement.\n\nMy colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a great start to the week,\n\nKlemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-25T08:07:33Z",
      "message_id": "<d485ab2674e5ffeffd3e56aa7b8046f2@frontapp.com>",
      "recipients": [
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      ],
      "cc_recipients": [
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        "urska.rauter@meetings.bio"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23613,
      "body": "Hi Klemen,\n\nThanks for the agreement draft.\n\nPlease see enclosed the revised contract for your review.\n\nLooking forward to hearing from you and KR,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
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          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-20T07:52:26Z",
      "message_id": "<BE1P281MB2321AD2726793D5BD3E114C4E9332@BE1P281MB2321.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio"
      ],
      "cc_recipients": [
        "roland.moussa@protagene.com"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23615,
      "body": "Roland, did you receive the link to PandaDoc for signature? Thanks, Klemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T09:42:52Z",
      "message_id": "<9c0d543704176446ba6ef7a11e431799@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23617,
      "body": "You should already receive it. Please use this link: https://app.pandadoc.com/document/a76422d15ac81d5fe109803e0a38e09fa03a1a20",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-22T10:51:11Z",
      "message_id": "<8bf48c539d9aa653380fb7107ba3896b@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23607,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-15T09:48:21Z",
      "message_id": "<f0593a311d6df4369340ab373bc48322@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23609,
      "body": "Dear Roland,\n\nThanks for the quick feedback. We can agree on 45 days payment term. I cleaned the document and will send it to you for for signature now via PandaDoc.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
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          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T12:06:20Z",
      "message_id": "<956e7d1a3d44b59e67a3010c9a02144d@frontapp.com>",
      "recipients": [
        "roland.moussa@protagene.com",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 1645,
      "body": "<strong>Location: </strong>https://us06web.zoom.us/j/81049982707?pwd=no5CARdqxHZau0hd9VaclhPt4pGNzk.1</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi meetings.bio team,</br>Please have a look to our webpage for initial information (https://www.protagene.com/).</br>Our main idea, why we reach out to you is to increase the number of RFPs for Release and Stability Testing Analytical Services presumably with large pharma companies.</br>Looking forward to talking with you by next week!</br></br>KR Thomas</br></br>",
      "type": "meeting",
      "title": "Calendly: Intro to Meetings.bio",
      "sender": null,
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.BIDIRECTIONAL",
      "timestamp": "2024-03-15T09:00:00Z",
      "message_id": null,
      "recipients": null,
      "cc_recipients": null,
      "bcc_recipients": null
    },
    {
      "id": 23573,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Front: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-15T09:48:20.934Z",
      "message_id": null,
      "recipients": [],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 1656,
      "body": "",
      "type": "meeting",
      "title": "Meetings.bio Sync Call",
      "sender": null,
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.BIDIRECTIONAL",
      "timestamp": "2024-04-10T11:30:00Z",
      "message_id": null,
      "recipients": null,
      "cc_recipients": null,
      "bcc_recipients": null
    },
    {
      "id": 23740,
      "body": "",
      "type": "email",
      "title": "New Event: Thomas Flad - 11:30 Wed, 10 Apr 2024 - Meetings.bio Sync Call",
      "sender": "notifications@calendly.com",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-04-04T15:23:45Z",
      "message_id": "<b0R8NhunTQO1ED_J7zLdwA@geopod-ismtpd-14>",
      "recipients": [
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      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23608,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04Z",
      "message_id": "<7b3d9dbc79cf22b1c64597138a74782f@frontapp.com>",
      "recipients": [
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [
        "roland.moussa@protagene.com"
      ],
      "bcc_recipients": []
    },
    {
      "id": 23610,
      "body": "Perfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T12:07:38Z",
      "message_id": "<BEZP281MB19437636F44C00451EA7FAE1E6322@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23612,
      "body": "Hi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T14:08:33Z",
      "message_id": "<BE1P281MB23213160A2F7DF0416FB0587E9322@BE1P281MB2321.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23614,
      "body": "Dear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-21T10:12:20Z",
      "message_id": "<BEZP281MB194317442A9CF7F75485F024E6322@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23616,
      "body": "Dear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
      "persons": [
        {
          "emails": [
            "roland.moussa@protagene.com"
          ],
          "full_name": "Roland Moussa",
          "last_name": "Moussa",
          "first_name": "Roland",
          "organizations": []
        },
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.INBOUND",
      "timestamp": "2024-03-22T10:26:52Z",
      "message_id": "<BEZP281MB1943236C22B2F25CCCB95274E6312@BEZP281MB1943.DEUP281.PROD.OUTLOOK.COM>",
      "recipients": [
        "klemen@meetings.bio",
        "thomas.flad@protagene.com"
      ],
      "cc_recipients": [],
      "bcc_recipients": []
    },
    {
      "id": 23590,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Front: Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
      "persons": [
        {
          "emails": [
            "thomas.flad@protagene.com"
          ],
          "full_name": "Thomas Flad",
          "last_name": "Flad",
          "first_name": "Thomas",
          "organizations": []
        }
      ],
      "direction": "EventDirection.OUTBOUND",
      "timestamp": "2024-03-21T08:59:04.297Z",
      "message_id": null,
      "recipients": [],
      "cc_recipients": [],
      "bcc_recipients": []
    }
  ],
  "offering": null,
  "deal_name": "ProtaGene",
  "prospects": [
    {
      "emails": [
        "thomas.flad@protagene.com"
      ],
      "full_name": "Thomas Flad",
      "last_name": "Flad",
      "first_name": "Thomas",
      "organizations": [
        {
          "name": "ProtaGene",
          "domains": [
            "protagene.com"
          ],
          "industry": "",
          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
      ]
    },
    {
      "emails": [
        "roland.moussa@protagene.com"
      ],
      "full_name": "Roland Moussa",
      "last_name": "Moussa",
      "first_name": "Roland",
      "organizations": [
        {
          "name": "ProtaGene",
          "domains": [
            "protagene.com"
          ],
          "industry": "",
          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
      ]
    }
  ],
  "deal_owner_email": "klemen@meetings.bio",
  "primary_prospect": {
    "emails": [
      "thomas.flad@protagene.com"
    ],
    "full_name": "Thomas Flad",
    "last_name": "Flad",
    "first_name": "Thomas",
    "organizations": [
      {
        "name": "ProtaGene",
        "domains": [
          "protagene.com"
        ],
        "industry": "",
        "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
      }
    ]
  },
  "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": "ProtaGene",
    "domains": [
      "protagene.com"
    ],
    "industry": "",
    "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
  }
}

Entity
{
  "id": 1684,
  "deal": {
    "id": 569,
    "name": "ProtaGene",
    "owner": 2,
    "stage": 6,
    "public_id": "8a092709-7a45-4e07-828c-b49944637e5c",
    "external_id": "17900283539",
    "last_modified_in_crm": "2024-04-05T07:49:11.734000Z"
  },
  "vars": {
    "pipeline_stage": "CLOSING"
  },
  "state": "DETERMINE_PROSPECT_INTENT",
  "status": "IN_PROGRESS",
  "next_task": 53,
  "events_hash": "338ddab133eeede83a1fe07e9d6d9a4769215353",
  "fingerprint": {
    "events": "338ddab133eeede83a1fe07e9d6d9a4769215353",
    "offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
    "prospect": "1488422cb8a59b3005314e3817f9bb55d1e9b9b4",
    "deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
  },
  "next_task_key": "7ea8bcfbbe8fd0ee53fa9536fa621728dff3261a"
}

--- MODEL INVOCATION 'determine_prospect_intent 0 GPT_4' at cost $0.0609 (at 2024-04-05 07:52:09)

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: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine the buyer's intent or information goal so that the seller can respond correctly. Therefore, examine the correspondence between the buyer and the seller and categorize it into one of the given categories.\n\nClassify the correspondence into one of the following categories:\n* PRODUCT_INFO - The buyer requests more information about the product or service.\n* PRICING_INFO - The buyer requests more information about pricing plans or costs related to the products and/or services.\n* NEXT_STEPS - The buyer is asking how to proceed or explaining what they need to do next. Even if this request is implicit, try to determine whether the buyer and the seller are at the point where they should discuss next steps.\n* INVOLVE_OTHER_PEOPLE - The buyer needs to involve or consult with other people before the discussion can continue.\n* OTHER_OR_MIXED - The buyer's information goal or intent is none of the above or more than one of the above.\n\nThe following is the email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n    - The current time is 2024-04-05 07:52:09.786494."
    },
    {
      "role": "user",
      "content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 12:07:38+00:00\n\nBODY:\n\nPerfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: thomas.flad@protagene.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-21 14:08:33+00:00\n\nBODY:\n\nHi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 10:12:20+00:00\n\nBODY:\n\nDear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-22 10:26:52+00:00\n\nBODY:\n\nDear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-21 08:59:04.297000+00:00\n\nBODY:\n\nHi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: ProtaGene\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Thomas Flad\nPROSPECT COMPANY: ProtaGene"
    }
  ],
  "functions": [
    {
      "name": "format_response",
      "parameters": {
        "type": "object",
        "required": [
          "category",
          "explanation"
        ],
        "properties": {
          "category": {
            "enum": [
              "PRODUCT_INFO",
              "PRICING_INFO",
              "NEXT_STEPS",
              "OTHER"
            ],
            "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 (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 12:07:38+00:00

BODY:

Perfect -thank you

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: thomas.flad@protagene.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-21 14:08:33+00:00

BODY:

Hi Klemen,

Excellent that we soon can start setting up the respective campaigns.

From my end we can already start on pretty short notice.

Thanks and best,

Thomas

Dr. Thomas Flad Senior Director Analytical Solutions

ProtaGene GmbH Inselwiesenstraße 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 10:12:20+00:00

BODY:

Dear Klemen,

thank you for your response.

1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.

Looking forward to our collaboration

Roland

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-22 10:26:52+00:00

BODY:

Dear klemen,

not yet

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-03-21 08:59:04.297000+00:00

BODY:

Hi Thomas,

Thank you for sending the proposed changes. Attached is a version with my comments.

1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client´s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.

Happy to hop on a quick call if easier to discuss anything.

-- END OF MESSAGE --

-=-

ADDITIONAL CONTEXT:

DEAL NAME: ProtaGene
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Thomas Flad
PROSPECT COMPANY: ProtaGene

Response
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BEGIN ACTION in CREATE_TASK_FOR_EMAIL_RESPONSE (at 2024-04-05 07:52:15)

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      "id": 23611,
      "body": "Hi Thomas,\n\nWe have a fully executed agreement now. Welcome aboard, we are excited to start working with you.\n\nRoland, thank you for signing the agreement.\n\nMy colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a great start to the week,\n\nKlemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
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    {
      "id": 23613,
      "body": "Hi Klemen,\n\nThanks for the agreement draft.\n\nPlease see enclosed the revised contract for your review.\n\nLooking forward to hearing from you and KR,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
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    },
    {
      "id": 23615,
      "body": "Roland, did you receive the link to PandaDoc for signature? Thanks, Klemen",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
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    {
      "id": 23617,
      "body": "You should already receive it. Please use this link: https://app.pandadoc.com/document/a76422d15ac81d5fe109803e0a38e09fa03a1a20",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
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    {
      "id": 23607,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
      "type": "email",
      "title": "Meetings.bio agreement",
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    {
      "id": 23609,
      "body": "Dear Roland,\n\nThanks for the quick feedback. We can agree on 45 days payment term. I cleaned the document and will send it to you for for signature now via PandaDoc.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
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    {
      "id": 1645,
      "body": "<strong>Location: </strong>https://us06web.zoom.us/j/81049982707?pwd=no5CARdqxHZau0hd9VaclhPt4pGNzk.1</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Hi meetings.bio team,</br>Please have a look to our webpage for initial information (https://www.protagene.com/).</br>Our main idea, why we reach out to you is to increase the number of RFPs for Release and Stability Testing Analytical Services presumably with large pharma companies.</br>Looking forward to talking with you by next week!</br></br>KR Thomas</br></br>",
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      "title": "Calendly: Intro to Meetings.bio",
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      "id": 23573,
      "body": "Thomas,\n\nThank you for your time, it was great talking to you.\n\nAttached is the agreement for your review.\n\nHave a great weekend,\n\nKlemen",
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      "type": "email",
      "title": "New Event: Thomas Flad - 11:30 Wed, 10 Apr 2024 - Meetings.bio Sync Call",
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      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
      "title": "Re: Meetings.bio agreement",
      "sender": "klemen@meetings.bio",
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      "timestamp": "2024-03-21T08:59:04Z",
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    {
      "id": 23610,
      "body": "Perfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
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      "timestamp": "2024-03-21T12:07:38Z",
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    {
      "id": 23612,
      "body": "Hi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "thomas.flad@protagene.com",
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      "timestamp": "2024-03-21T14:08:33Z",
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      "id": 23614,
      "body": "Dear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
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    {
      "id": 23616,
      "body": "Dear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.",
      "type": "email",
      "title": "RE: Meetings.bio agreement",
      "sender": "roland.moussa@protagene.com",
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    {
      "id": 23590,
      "body": "Hi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.",
      "type": "email",
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      ],
      "full_name": "Thomas Flad",
      "last_name": "Flad",
      "first_name": "Thomas",
      "organizations": [
        {
          "name": "ProtaGene",
          "domains": [
            "protagene.com"
          ],
          "industry": "",
          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
      ]
    },
    {
      "emails": [
        "roland.moussa@protagene.com"
      ],
      "full_name": "Roland Moussa",
      "last_name": "Moussa",
      "first_name": "Roland",
      "organizations": [
        {
          "name": "ProtaGene",
          "domains": [
            "protagene.com"
          ],
          "industry": "",
          "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
        }
      ]
    }
  ],
  "deal_owner_email": "klemen@meetings.bio",
  "primary_prospect": {
    "emails": [
      "thomas.flad@protagene.com"
    ],
    "full_name": "Thomas Flad",
    "last_name": "Flad",
    "first_name": "Thomas",
    "organizations": [
      {
        "name": "ProtaGene",
        "domains": [
          "protagene.com"
        ],
        "industry": "",
        "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
      }
    ]
  },
  "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": "ProtaGene",
    "domains": [
      "protagene.com"
    ],
    "industry": "",
    "description": "ProtaGene is a world-leading CRO partner for the biopharmaceutical and gene and cell therapy industries. From research through product commercialization, we provide the most advanced, integrated, and complete protein and gene analytic capabilities and ..."
  }
}

Entity
{
  "id": 1684,
  "deal": {
    "id": 569,
    "name": "ProtaGene",
    "owner": 2,
    "stage": 6,
    "public_id": "8a092709-7a45-4e07-828c-b49944637e5c",
    "external_id": "17900283539",
    "last_modified_in_crm": "2024-04-05T07:49:11.734000Z"
  },
  "vars": {
    "pipeline_stage": "CLOSING"
  },
  "state": "DETERMINE_PROSPECT_INTENT",
  "status": "IN_PROGRESS",
  "next_task": 53,
  "events_hash": "338ddab133eeede83a1fe07e9d6d9a4769215353",
  "fingerprint": {
    "events": "338ddab133eeede83a1fe07e9d6d9a4769215353",
    "offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
    "prospect": "1488422cb8a59b3005314e3817f9bb55d1e9b9b4",
    "deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
  },
  "next_task_key": "7ea8bcfbbe8fd0ee53fa9536fa621728dff3261a"
}

--- MODEL INVOCATION 'generate_response_email 0 GPT_4' at cost $0.0710 (at 2024-04-05 07:52:15)

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: You are a professional sales person. Your name is Klemen Hrovat. Your task is to respond to the prospect's last email. Make sure to read carefully what the prospect's information goal or intent is, and respond to the best of your knowledge and ability.\n\nThe prospect's intent might be, but is not limited to, one of the following:\n* Postpone the discussion to a later time in the future.\n* Acquire more information about the product or services.\n* Acquire information about pricing.\n* Understand how to proceed (next steps).\n* Other.\n\nDo your best to follow these copywriting rules:\n- NEVER use any variation of sentences starting with \"I hope this email finds you\" or \"I hope this message finds you\"\n- Be concise and to the point\n- Write with assertiveness showing sender's confidence, competence, resilience\n- Keep emails around 100-250 words, if possible\n- Include a soft yet clear call-to-action that encourages a response\n- Be unique and diverging from previous messages\n- Foster interaction by inviting feedback and inquiries about additional information needs\n- Ask probing, open-ended questions encouraging recipient to think in new ways\n- Align with recipients' priorities, role, expertise, industry\n- Refer to past discussions, using recipient's words, showing active listening (if relevant)\n- Use relevant case studies and/or testimonials (if relevant)\n- If relevant, show recipient on how you can help, be useful and provide value\n- If recipient is not ready to buy, build a relationship\n- In general, focus mainly on provided value, outcomes, ROI\n- If relevant, show why it's beneficial to act now and what could happen if they don't\n- Connect on an emotional level, highlighting addressed pain points, use storytelling\n- Gently challenge misconceptions or outdated beliefs the recipient may have\n- Avoid being too verbose, convey as much information as succinctly as possible\n- Avoid being \"too salesy\"\n\n\nThe following is the email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n    - The current time is 2024-04-05 07:52:15.507762."
    },
    {
      "role": "user",
      "content": "The text to parse:\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 12:07:38+00:00\n\nBODY:\n\nPerfect -thank you\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: thomas.flad@protagene.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-21 14:08:33+00:00\n\nBODY:\n\nHi Klemen,\n\nExcellent that we soon can start setting up the respective campaigns.\n\nFrom my end we can already start on pretty short notice.\n\nThanks and best,\n\nThomas\n\nDr. Thomas Flad Senior Director Analytical Solutions\n\nProtaGene GmbH Inselwiesenstra\u00dfe 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-21 10:12:20+00:00\n\nBODY:\n\nDear Klemen,\n\nthank you for your response.\n\n1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.\n\nLooking forward to our collaboration\n\nRoland\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Meetings.bio agreement\nSENDERS: roland.moussa@protagene.com\nRECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com\nTIME: 2024-03-22 10:26:52+00:00\n\nBODY:\n\nDear klemen,\n\nnot yet\n\nDr. Roland Moussa President\n\nProtaGene GmbH Otto-Hahn-Stra\u00dfe 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com\n\n###### ProtaGene GmbH, Inselwiesenstra\u00dfe 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa\n\nThis e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-21 08:59:04.297000+00:00\n\nBODY:\n\nHi Thomas,\n\nThank you for sending the proposed changes. Attached is a version with my comments.\n\n1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client\u00b4s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.\n\nHappy to hop on a quick call if easier to discuss anything.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: ProtaGene\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Thomas Flad\nPROSPECT COMPANY: ProtaGene"
    }
  ],
  "functions": [
    {
      "name": "format_response",
      "parameters": {
        "type": "object",
        "required": [
          "content_draft",
          "content_recipients",
          "content_subject"
        ],
        "properties": {
          "content_draft": {
            "type": "string",
            "title": "Content draft"
          },
          "content_subject": {
            "type": "string",
            "title": "Content subject"
          },
          "content_recipients": {
            "type": "array",
            "items": {
              "type": "string"
            },
            "title": "Content recipients"
          }
        }
      }
    }
  ],
  "max_tokens": 1500,
  "temperature": 0.0,
  "function_call": {
    "name": "format_response"
  },
  "request_timeout": 600
}

Events
The text to parse:
EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 12:07:38+00:00

BODY:

Perfect -thank you

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: thomas.flad@protagene.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-21 14:08:33+00:00

BODY:

Hi Klemen,

Excellent that we soon can start setting up the respective campaigns.

From my end we can already start on pretty short notice.

Thanks and best,

Thomas

Dr. Thomas Flad Senior Director Analytical Solutions

ProtaGene GmbH Inselwiesenstraße 10 74076 Heilbronn, BW +49 7131 74504-0 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-21 10:12:20+00:00

BODY:

Dear Klemen,

thank you for your response.

1. I agree to the 4 meetings for pilot phase 2. You charge upon a deliverable, which in your case is a meeting that happened. I propose a 45 day payment term to settle this 3. We will support you with all the information you need, but the information will be limited to the client meetings, we intend to have. We will not commit to provide other sorts of knowledge that we have about the clients/companies.

Looking forward to our collaboration

Roland

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Inbound)
SUBJECT: RE: Meetings.bio agreement
SENDERS: roland.moussa@protagene.com
RECIPIENTS: klemen@meetings.bio, thomas.flad@protagene.com
TIME: 2024-03-22 10:26:52+00:00

BODY:

Dear klemen,

not yet

Dr. Roland Moussa President

ProtaGene GmbH Otto-Hahn-Straße 15 44227 Dortmund, Germany +49 231 97426100 ProtaGene.com

###### ProtaGene GmbH, Inselwiesenstraße 10, 74076 Heilbronn, Germany Court Stuttgart HRB 382627, Managing Director: Dr. Roland Moussa

This e-mail message, together with any attachments, are confidential information of ProtaGene for the intended recipient(s) only. Any unauthorized use or disclosure is prohibited. If you are not the intended recipient or have received this message in error, please notify us immediately by reply e-mail and/or by calling our office at +49 7131 74504-209, and then please delete it from your system. Thank you.

-- END OF MESSAGE --

EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-03-21 08:59:04.297000+00:00

BODY:

Hi Thomas,

Thank you for sending the proposed changes. Attached is a version with my comments.

1. We can agree to have 4 meetings within the Pilot Phase. 2. Unfortunately, we cannot accept Net-60 payment terms, as we already only charge after the meetings happen. 3. I'm not sure what you mean by the proposed addition in section 5 - limited to Client´s meetings/requests. I think it is ok and we can accept it, but I would like to understand what you mean by this.

Happy to hop on a quick call if easier to discuss anything.

-- END OF MESSAGE --

-=-

ADDITIONAL CONTEXT:

DEAL NAME: ProtaGene
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Thomas Flad
PROSPECT COMPANY: ProtaGene

Response
{
  "id": "chatcmpl-9AYetqbWCTmshsAymO8driLOjwhbW",
  "model": "gpt-4-0125-preview",
  "usage": {
    "total_tokens": 2170,
    "prompt_tokens": 1974,
    "completion_tokens": 196
  },
  "object": "chat.completion",
  "choices": [
    {
      "index": 0,
      "message": {
        "role": "assistant",
        "content": null,
        "function_call": {
          "name": "format_response",
          "arguments": "{\"content_draft\":\"Dear Dr. Moussa and Dr. Flad,\\n\\nThank you both for your prompt responses and the readiness to move forward with the Meetings.bio agreement. It's great to see we're aligned on starting the pilot phase and setting up the respective campaigns on short notice.\\n\\nTo ensure we're all on the same page and to facilitate a smooth start, could we schedule a brief kickoff meeting next week? This would be an excellent opportunity to clarify any outstanding questions, finalize the agreement details, and discuss the initial steps for our collaboration.\\n\\nPlease let me know your availability, and I'll arrange for a convenient time for all of us. Looking forward to kicking things off and to a successful partnership.\\n\\nBest regards,\\n\\nKlemen Hrovat\",\"content_recipients\":[\"roland.moussa@protagene.com\",\"thomas.flad@protagene.com\"],\"content_subject\":\"Kickoff Meeting for Meetings.bio Agreement\"}"
        }
      },
      "logprobs": null,
      "finish_reason": "stop"
    }
  ],
  "created": 1712303535,
  "system_fingerprint": "fp_b77cb481ed"
}

END ACTION (at 2024-04-05 07:52:23)