Event id: assessment.completed
Fires when a framework assessment finishes, so the flow can act on the score rather than on the conversation that produced it.
When it fires
After Doris assesses a deal against one of your active frameworks, which normally happens shortly after a deal meeting is processed. It fires once per completed assessment, so a deal assessed against two frameworks fires twice.
What the flow receives
- Deal — The assessed deal, expandable into its full context
- Framework — Which framework was scored, by name
- Dimension results — The per-dimension outcome, including which dimensions came back weak or unevidenced
- Meeting — The meeting the assessment drew on, when there was one
Good uses
- Alert the owner when a dimension the current stage requires is still unevidenced
- Write the framework score back to a CRM field so it shows up in your pipeline reports
- Escalate to a manager when a late-stage deal scores badly on economic buyer or decision process
- Track score movement over time and flag deals going backwards
Things to know
- The flow runs once per framework. If you run more than one framework, add a Continue if on the framework name or the flow will fire for all of them.
- This fires after the assessment, which is after the meeting is processed. A flow on After a deal meeting runs earlier and will not have the score yet. If your flow needs the score, use this trigger.
- Frameworks are managed in Enablement. A framework that is not active never produces assessments and never fires this.
This is the trigger for turning qualification from a form people fill in into something that raises its hand when the evidence is not there.
