Deal Exception
workflowFreeProcesses one non-standard deal or discount ask into a structured exception: the band check against your discount authorities, the precedent read, the counter-structure, and the record draft with its approvers in order and the routing note.
· Official publisherNot yet ratedUpdated Sep 1, 2026Sales & Business DevelopmentHow it runs — 3 agents, chained
one run per triggerReads the ask and runs the band check against your discount authorities.
Reads like-for-like precedent from provided or connected records.
Composes the counter-structure, the exception record draft, and the routing note.
About
Processes one non-standard deal or discount ask into a structured exception: the band check against your discount authorities, the precedent read, the counter-structure, and the record draft with its approvers in order and the routing note.
Pipeline
- Request Reader — Reads the ask and runs the band check against your discount authorities.
- Precedent Reader — Reads like-for-like precedent from provided or connected records.
- Exception Composer — Composes the counter-structure, the exception record draft, and the routing note.
- ✓Places the ask against your rep and manager discount bands
- ✓Reads precedent from your prior exception records
- ✓Structures the counter and drafts the record with approvers in order
- ▪Precedent and the price book come from what you provide or connect
- ▪Clause deviations are prepared for professional review, never signed off
- ▪Approvals move only when you send them; nothing routes itself
Yours to keep. Runs in your Trusapien workspace.
What this needs
Runs entirely on what you paste in — no accounts to link, no data access to grant.
Use cases Adjudicate this deal registration Does this registration conflict with an existing opportunity? Draft the approval notice for the partner
Use cases Plan Thursday's site inspection Build the route for the plant tour What should we ask the client before the visit?