Jul 6, 2026

Starter Briefs now focus on Deals to Check: Starter accounts now get a focused Briefs experience built around up to 3 open deals Data Parrot found likely to need attention.

Deals to Check highlights a small set of open deals based on recent deal activity, CRM changes, close-date risk, and deal health signals. Data Parrot selects deals from detected risk signals, then AI-analyzes them before they appear in the brief.

Starter accounts now use Daily and Weekly on the Briefs page. Daily shows the prepared Deals to Check list for the latest daily period, and Weekly shows the prepared list for the weekly period.

What changed

• Starter Briefs now show up to 3 open Deals to Check.
• Each deal can include deal details, deal health, current status, a summary, signals, and hygiene indicators.
• The at-risk read can include open deals that appear stuck or dormant, have close date risk, changed meaningfully, show engagement risk, or were previously identified by AI as stuck or concerning.
• If there are more risk-detected deals, Starter can show a count such as +X more at-risk deals and a short risk breakdown.
• If no open deals match the Deals to Check criteria, Starter shows an empty state for that period.
• Pro and Max continue to include broader Briefs analysis, full deal lists, expanded reasoning, and full AI Deal Signals.
• Pipeline and owner filters are available in Pro and remain disabled for Starter.
• Email, Slack, and the Starter Briefs page use the same Deals to Check source for the same period.

How to use it

Open Briefs from Data Parrot and use Daily or Weekly if you are on Starter. Review the surfaced Deals to Check first in HubSpot or with your team. Upgrade to unlock AI analysis across every deal.

Read the Briefs guide.

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