Generating Deal Health One-Pagers: Via Email or Web

How to generate comprehensive Deal Health One-Pagers using Dealwize. Step-by-step instructions for generating reports via email forwarding or the interactive web analyzer.

Sep 7, 20267 min readDealwize Sales Engineering

The Deal Health One-Pager is Dealwize’s signature diagnostic command center. Instead of forcing reps to spend hours manually logging qualification fields into a CRM, Dealwize ingests raw meeting transcripts and customer email threads, instantly synthesizing them into an objective, single-page deal diagnosis.

Dealwize provides two frictionless ingestion methods to generate your One-Pager:

code snippet
                      ┌───────────────────────────────────────────────┐
                      │          Raw Customer Conversation            │
                      │  Meeting Transcripts • Summaries • Emails     │
                      └──────────────────────┬────────────────────────┘
                                             │
                       Choose Your Preferred Ingestion Path:
                                             │
                     ┌───────────────────────┴───────────────────────┐
                     ▼                                               ▼
         ┌───────────────────────┐                       ┌───────────────────────┐
         │     Via Email         │                       │     Via the Web       │
         │  Forward to:          │                       │  Paste directly into: │
         │  agent@dealwize.co    │                       │  app.dealwize.co/     │
         │                       │                       │  analyze              │
         └───────────┬───────────┘                       └───────────┬───────────┘
                     │                                               │
                     └───────────────────────┬───────────────────────┘
                                             │
                               Multi-Agent Processing
                                    (~30 Seconds)
                                             │
                                             ▼
                      ┌───────────────────────────────────────────────┐
                      │           The Deal Health One-Pager           │
                      │  • 0–100 Health Gauge    • Brutal Truth       │
                      │  • Stakeholder Coverage  • Blocker Risks      │
                      │  • Critical Next Step    • Mutual Action Plan │
                      └───────────────────────────────────────────────┘

Method 1: Generating the One-Pager Via Email#

The fastest way to generate a One-Pager during a busy sales day is via your email client. You never have to switch tabs or log into the application.

Dealwize Platform UI
Figure 1: Real-time Deal Health diagnosis generated from a single meeting transcript
Figure 1: Real-time Deal Health diagnosis generated from a single meeting transcript

1. Supported Meeting Sources#

You can forward notes or transcripts exported from any conversation intelligence platform or video conferencing tool:

  • Meeting Recorders: Gong, Chorus, Fathom, Fireflies, Grain, Otter.ai
  • Conferencing Tools: Zoom transcripts, Google Meet automated notes, Microsoft Teams summaries
  • Direct Customer Threads: Email chains with prospects containing scoping discussions, security questionnaires, or commercial proposals

2. Forwarding to the AI Agent#

  1. Open the transcript or email thread in your email client.
  2. Forward the message to:
    code snippet
    To: agent@dealwize.co
Subject: [Company Name] - [Meeting Context]
    (Example: Subject: Meridian Logistics - Technical Evaluation & Architecture Review)
  3. Ensure the transcript body contains meaningful conversation text (minimum ~400 characters).
  4. Click Send.

3. Smart Parsing & Silent Stakeholder Mapping#

When your email reaches Dealwize:

  • Quote Cutting: Historical email headers (e.g. "On Thu, Oct 12 wrote...") and email signatures are automatically stripped, focusing the agent strictly on the latest conversation.
  • Silent Stakeholder Registration: Contacts included in the To and CC lines are parsed and matched against your deal's stakeholder committee.
  • Instant Delivery: Within 30 seconds, Dealwize processes the transcript through our multi-agent pipeline and emails you a direct link to your generated Deal Health One-Pager.

[!TIP]
Updating an Existing Dealboard via Email: To add notes to an existing deal rather than creating a new one, include the Dealboard ID in your subject line (Subject: Meridian Logistics [dealboard:2f2b96ab-950a-...]) or forward to agent+<dealboard-id>@dealwize.co.

Method 2: Generating the One-Pager Via the Web#

If you prefer an interactive workflow or want to test sample notes before creating an account, use the in-browser Web Analyzer.

Dealwize Platform UI
Figure 2: Real-time Deal Health diagnostic report showing the 55/100 Watch gauge, The Brutal Truth analysis, and MEDDIC stakeholder coverage
Figure 2: Real-time Deal Health diagnostic report showing the 55/100 Watch gauge, The Brutal Truth analysis, and MEDDIC stakeholder coverage

Path A: The In-App Web Analyzer (/analyze)#

For authenticated users working inside Dealwize:

  1. Navigate to Analyze in the top navigation or head directly to app.dealwize.co/analyze.
  2. Paste your meeting transcript, call notes, or prospect requirements into the text area.
  3. Provide the Deal Name and select or confirm your company organization.
  4. Click Analyze Conversation.
  5. Watch the Dealwize agents extract goals, risks, and next steps in real time. The generated Deal Health One-Pager loads immediately in your browser.

Path B: Updating an Active Deal Board (MicrositeDetail.tsx)#

When running a deal that already has an established Deal Board:

  1. Open your Deal Board (/deal-boards/[id]).
  2. Click the Generate AI Health Score button with the sparkle icon (Sparkles).
  3. Paste the latest call notes or follow-up transcript into the dialog.
  4. Click Generate.
  5. Dealwize uses incremental state diffing (compute_diff.py) to update your health score, surface newly discovered risks, and append newly agreed milestones without overwriting your existing tasks.

Path C: Public No-Login Interactive Demo (/deal-health-one-pager)#

For prospective team members evaluating Dealwize:

  1. Visit the public demo page at dealwize.com/deal-health-one-pager or dealwize.com/try.
  2. Click Try with Sample Transcript or paste your own sanitized meeting notes.
  3. Preview the fully functional, interactive Deal Health One-Pager directly in your browser without creating an account or entering credit card details.

Anatomy of the Deal Health One-Pager#

Every generated One-Pager synthesizes the deal across seven standardized diagnostic cards:

CardPrimary MetricWhat It Reveals
1. Header SummaryMetadataDeal name, target close date, rep owner, stage, and company branding logo.
2. Deal Health Scale0–100% ScoreObjective deal vitality (Healthy, Watch, At Risk, Critical) calculated from conversation evidence.
3. The Brutal TruthUnvarnished DiagnosisDirect reality statement answering "What could kill this deal?" before end-of-quarter surprises.
4. Critical Next StepImmediate InterventionThe single highest-leverage operational task required this week to restore momentum.
5. Stakeholder CoverageBuying CommitteeIdentified contacts mapped to roles (Champion, Economic Buyer, Evaluator) with verbatim quote evidence.
6. Deal Risks MinimalBlocker MatrixActive deal blockers categorized into the 7 canonical risk types with High/Med/Low severity tags.
7. Mutual Action PlanMilestone RoadmapChronological phase milestones with assigned owners, deadlines, and verification checkboxes.

Next Steps: Sharing & Driving Deal Velocity#

Once your One-Pager is generated, you can leverage it across your sales cycle:

  • Internal Deal Reviews: Share the One-Pager URL with your sales manager during 1-on-1 pipeline reviews to anchor discussions in empirical evidence.
  • Email Digest: Click Share -> Email Digest to distribute a high-level diagnostic summary to executive sponsors.
  • Client-Facing Deal Board: Seamlessly transition from your internal diagnostic view into the collaborative buyer-facing Deal Board (/deal-boards/[id]) to share the Mutual Action Plan with your prospect champion.

Related Guides & Deep Dives#

Previous5-Minute Quickstart: Turn Call Transcripts into Closed Deals
NextSigning In: Google OAuth, Work Email & Team Workspaces
Stop Guessing. Start Closing.

Experience brutal truth deal scoring.

Feed Dealwize your latest sales call transcript and get an instant breakdown of deal health, missing economic buyers, and automated Mutual Action Plan milestones.

Analyse Deal Health FreeRead 5-Min Quickstart