Prepare an opportunity's documents

What it does

Opens (or creates) your G2X workspace for an opportunity and prepares its source documents for analysis, then lists them. A deliberate action: it may start reading documents that are not on file yet and the workspace's requirements extraction. The plain document listing shows what is already on file without starting anything.

Inputs

• opportunity_id (text, required): G2X opportunity record identifier

What it returns

Rows of records, each with a title, key facts and a link to its G2X record where one exists, plus notes on what the answer covers. A long list gives a cursor for the next page.

Try asking

Prepare this opportunity's documents in G2X so we can analyze them.

AI and your account

• Uses G2X's own AI: the analysis runs on G2X, not in your agent's model.
• Changes data in your G2X account, and can update or remove what is already there.

Next steps

• Every tool, with inputs and examples
• Connect your agent to G2X