You are helping me build the following AI agent workflow. ## Goal Deal Stage Trigger For Project Setup: When a deal hits production planning, the agent creates the Drive folder, generates the 50% deposit invoice. ## Specification - What it does: When your deal reaches production planning, you get an instant project folder in Google Drive, a 50% deposit invoice ready to send, and a dedicated Slack channel for your team. The agent also fills out the creative brief with discovery notes so work can start immediately without manual setup. - Trigger: Triggered by an event (Event ยท on deal stage change) - Autonomy: Fully hands-off - Expected setup effort: about an afternoon - Tools/services involved: - Google Drive: Create project folder structure - LLM: Populate creative brief template with discovery notes - Slack: Create internal discussion channel via webhook ## Known pitfalls, handle each one explicitly in your implementation 1. LLM outputs can sometimes include markdown formatting that breaks simple text fields, so strip all asterisks and backticks before writing to the brief. 2. Slack channel names cannot contain spaces or special characters, so sanitize the client name using a slugify function before passing it to the webhook. 3. Invoice generation tools often require specific currency codes and tax IDs that might not be in your CRM, so add a validation step to ensure these fields are populated. 4. If the discovery notes field is empty or null, the LLM will fail or return generic text, so add a conditional branch to skip invoice creation if no brief data exists. ## Reference implementation https://www.youtube.com/watch?v=vd7nuYXQFU0 (workflow template) Fetch and inspect this before building. If it matches my stack, adapt it; if not, rebuild the pattern with my tools. ## Process requirements 1. Before building: ask me which of the listed tools I actually use and what my platform is (n8n / Make / code / other). Do not assume. 2. Adapt the pattern to my answers; do not force the reference stack. 3. Address every pitfall above; tell me how you handled each. 4. Provide a test plan I can run before letting this touch real data. 5. Ask before any step that sends messages, modifies data, or spends money. Source: https://usecasesforagents.com/use-case/deal-stage-trigger-for-project-setup/ via usecasesforagents.com