medusa

### Medusa Automation Plan for Sortd Sales Workflow

**Project:** Automating Sortd board setup and email categorization for the 'Acme Corp Sales Team' pipeline (Lead → Contacted → Proposal → Negotiation → Closed Won/Lost).

**Step 1: Plan Configuration**
Medusa generated a structured plan for Sortd board setup:
- **Board 1: Lead Queue** (Auto-sorted emails with 'new lead', 'inquiry', or 'demo request' in subject)
- **Board 2: Contacted** (Emails with 'follow-up', 'call scheduled', or 'meeting confirmed')
- **Board 3: Proposal** (Emails containing 'proposal', 'quote', or 'contract')
- **Board 4: Negotiation** (Emails with 'counter', 'discount', or 'terms')
- **Board 5: Closed Won/Lost** (Auto-moved emails with 'won', 'lost', or 'contract signed')

**Step 2: Parallel Agent Deployment**
Medusa deployed three AI agents in parallel:

**Agent A: Email Categorization**
- Analyzed 127 unread emails in the shared '[email protected]' inbox.
- Categorized 89 emails into the correct Sortd boards:
  - 34 to 'Lead Queue' (e.g., 'New SaaS demo request for 50 users')
  - 22 to 'Contacted' (e.g., 'Follow-up on Tuesday meeting')
  - 18 to 'Proposal' (e.g., 'Proposal for Enterprise Client')
  - 10 to 'Negotiation' (e.g., 'Counteroffer from Client X')
  - 5 to 'Closed Won' (e.g., 'Contract signed - Client Y')
- Flagged 38 emails as 'Spam' or 'Uncategorized' for manual review.

**Agent B: Task Assignment**
- Assigned follow-up tasks to sales reps based on board priority:
  - **Sarah (Lead Queue):** 15 tasks (e.g., 'Call Client A to confirm demo')
  - **James (Contacted):** 8 tasks (e.g., 'Send proposal draft to Client B')
  - **Priya (Proposal):** 6 tasks (e.g., 'Schedule negotiation call with Client C')
- Added priority labels: High (urgent), Medium (this week), Low (next sprint).

**Agent C: Google Sheet Logging**
- Created a shared Google Sheet titled 'Acme Sales Pipeline Tracker' with columns:
  - Email Subject | Sender | Board | Assigned To | Priority | Status | Timestamp
- Logged all 89 categorized emails with hyperlinks to the original Sortd board.
- Added conditional formatting to highlight overdue tasks (e.g., 'High' priority tasks older than 48 hours).

**Step 3: Plan Review & Execution**
Medusa presented the plan in its 'Review Mode' with a visual flowchart of the workflow. The team approved the plan, and Medusa executed the automation with one click. Real-time updates were pushed to Sortd and the Google Sheet.

**Results After 24 Hours:**
- 92% of incoming emails were auto-categorized (up from 40% manual sorting).
- Average response time to 'High' priority leads dropped from 24 hours to 4 hours.
- Team productivity score (measured via Sortd analytics) increased by 35%.

**Next Steps:**
1. Train Medusa’s agents on new email patterns (e.g., 'urgent' or 'escalation').
2. Integrate Sortd with HubSpot for CRM sync.
3. Schedule weekly Medusa reviews to refine automation rules.

**Medusa Status:** ✅ Automation complete. All agents running in parallel with no conflicts detected.