Deal Desk
PassAudited by ClawScan on May 1, 2026.
Overview
This is a coherent instruction-only deal review framework with no code or credentials, but users should keep human oversight for deal approvals and protect sensitive deal handoff information.
This skill appears safe to install as an instruction-only business framework. Before letting an agent act on its recommendations, align the discount thresholds with your company policy, require human approval for real deal changes, and keep generated handoff documents in approved, access-controlled systems.
Findings (2)
Artifact-based informational review of SKILL.md, metadata, install specs, static scan signals, and capability signals. ClawScan does not execute the skill or run runtime probes.
If connected to business systems, the agent could approve or route deals based on generic thresholds that may not match the user's actual authority model.
The skill provides business approval logic that could be used by an agent to approve deals when criteria are met. This is aligned with the deal-desk purpose, but users should ensure only authorized approvals are acted on.
IF standard terms + approved discount: Auto-approve
Customize approval thresholds and require explicit human confirmation before the agent updates CRM records, sends approvals, or commits contract terms.
Pricing, negotiated terms, and customer contacts could be exposed or reused incorrectly if the handoff document is shared too broadly or treated as authoritative without review.
The handoff document would summarize sensitive commercial and customer relationship information. This is expected for the workflow, but it should be stored and shared carefully.
Deal Desk creates handoff doc: - Agreed pricing and terms - Custom commitments ... - Key contacts and decision-maker map
Store handoff documents only in approved locations, limit access to appropriate teams, and have a human verify terms before relying on them for renewals or delivery.