Map the Buying Committee

Build a sourceable buying-committee map and show exactly where relationship coverage is missing.

What this agent does

Resolve the account, opportunity, decision, stage, owner, and known stakeholders. Gather role, influence, stance, relationship, engagement, and decision evidence from approved sources. Identify likely decision roles and clearly separate sourced facts from hypotheses. Score coverage and flag missing authority, technical, financial, user, procurement, or executive relationships. Recommend the safest engagement sequence, owner, and next action for each gap.

Who this is for

Deal teams that need an evidence-based view of who decides, influences, champions, or blocks.

Integration actions

Nex (Connected): Combine relationship history, meetings, notes, tasks, and evidence into the linked committee map. Connected CRM (Connected): Read contacts, roles, activities, opportunity state, ownership, and existing relationship fields; propose reviewable updates. Gmail in Annex (Optional assisted access): Optionally recover approved thread evidence and communication patterns through visible Gmail. Connected calendar (Connected): Use meeting attendance and cadence as supporting evidence, not proof of influence by itself. Public web (Public research): Verify current role and organizational context with sources.

Inputs and requirements

A target account and opportunity or decision in scope. The role taxonomy, evidence threshold, and approved internal sources.

Outcomes

A role, influence, stance, relationship, and evidence map. Coverage risks and missing stakeholder roles by importance. A prioritized, owner-specific multithreading plan.

Approvals and control

Nex labels inferred roles and influence, never equates meeting attendance with authority, and keeps CRM writes and external engagement reviewable.

Use this Nex agent

Select Deploy Agent in Nex, review the integrations and approval boundaries, then Nex will carry this agent through login or signup and start it after onboarding.