Business Workspace: Presale, Accounts and Delivery Skills
The astound-business marketplace: growth, accounts and delivery skills beside the Salesforce sales plugin, which roles and groups reach it, which use cases each skill covers, which run in Cowork and which in agent-farm workflows, and the data sources this instance does not have yet.
On this page
astound-business (Astound Digital — Business) is the workspace for
non-engineering staff: presale, sellers, client partner managers, marketing,
legal, sales operations, project managers and QA leads. It bundles four plugins:
astound-salesforce— the existing 30 sales skills over Salesforce Headless 360 and Google Workspace search.astound-growth— presale and selling: RFP assessment through to the closed-won handover.astound-accounts— account management and marketing.astound-delivery— project delivery for project managers and QA leads.
Its MCP servers are salesforce, google_workspace, atlassian and
agent-farm. Most use cases are interactive and run as skills in Cowork or
Claude Code. Scheduled or unattended ones run as agent-farm workflows, and a
skill explains how to start them and read their results.
Who gets it
Entitlement is declared in services/access-control/rules.yaml and applied
from /admin/sync.
| entity | roles | groups |
|---|---|---|
marketplace/astound-business |
knowledge_worker, project_manager | business-users, uk |
plugin/astound-growth |
knowledge_worker, project_manager | business-users, uk |
plugin/astound-accounts |
knowledge_worker, project_manager | business-users, uk |
plugin/astound-delivery |
project_manager | business-users |
mcp_server/atlassian |
admins | adds business-users |
mcp_server/agent-farm |
adds knowledge_worker | adds business-users |
astound-salesforce keeps its own rule (group business-users).
google_workspace already allowed business-users and salesforce is open.
Use case matrix
| UC | skill / workflow | plugin | harness |
|---|---|---|---|
| G-UC-2 | demand_hypothesis / demand-scan |
astound-accounts | Cowork on demand; weekly agent-farm scan |
| G-UC-4 | outreach_plan |
astound-accounts | Cowork (never sends; logs to Salesforce) |
| G-UC-5 | rfp_assess (unattended: growth-proposal) |
astound-growth | Cowork |
| G-UC-6 | deal_finder |
astound-growth | Cowork |
| G-UC-7 | solution_finder |
astound-growth | Cowork |
| G-UC-8 | estimate_builder |
astound-growth | Cowork (spreadsheet maths) |
| G-UC-10 | discovery_structurer |
astound-growth | Cowork |
| G-UC-12 | value_proposition |
astound-growth | Cowork |
| G-UC-13 | deal_pack_builder |
astound-growth | Cowork (DOCX/PPTX output) |
| G-UC-14 | sow_drafter |
astound-growth | Cowork |
| G-UC-15 | qbr_pack |
astound-accounts | Cowork |
| G-UC-16 | account_plan |
astound-accounts | Cowork; portfolio scan workflow is phase 2 |
| G-UC-17 | campaign_builder |
astound-accounts | Cowork |
| G-UC-19 | closed_won_handover / closed-won-handover |
astound-growth | Cowork plus agent-farm on Closed Won |
| PM-UC-5 | project_risks |
astound-delivery | Cowork (registers to Confluence after approval) |
| PM-UC-8 | change_request_detector / scope-change-watch |
astound-delivery | Cowork per transcript; daily agent-farm |
| PM-UC-9 | delivery_health / project-health |
astound-delivery | Weekly agent-farm; skill reads the run |
| PM-UC-10 | status_report |
astound-delivery | Cowork |
| PM-UC-13 | uat_readiness |
astound-delivery | Cowork daily |
| ENG-UC-5 | core-dev workflow, storefront_next variant |
astound-engineering | agent-farm (not in this workspace) |
| ENG-UC-6 | integration-build workflow |
astound-engineering | agent-farm (not in this workspace) |
Each plugin also ships a router skill: growth_guide, accounts_guide and
delivery_guide. The engineering use cases are developer work and belong to
the astound-engineering workspace.
Connector coverage
| id | covers | note |
|---|---|---|
salesforce |
accounts, opps, contacts, activities, write-back (notes/tasks) | open to every role already |
google_workspace |
Drive/Gmail/Calendar search via Vertex Agent Search (engine workspace-search_1789722022815) |
search-only; no Docs/Slides write |
atlassian |
Jira + Confluence read/write as the user | widened to business-users |
agent-farm |
start/follow workflow runs, inbox, decide | widened to knowledge_worker and business-users |
github |
service-account write-back only | ENG only |
sfcore_dev |
SFCore team dev server | ENG only |
Gaps
| gap | UCs affected | mitigation in this plan |
|---|---|---|
| Knowledge base with structured metadata (industry, platform, component, size band, TCV, outcome) separate from semantic index | 5,6,7,8,12,13,14,19 | Hybrid: filter on Salesforce opportunity fields, then fetch artefacts via google_workspace search scoped by account/opportunity name. Skills state the filing convention (artefact linked from the Opportunity). Proper metadata store = phase 2 (flag). |
| PSA / timesheet actuals | 8,15,19, PM-9 | None. Skills take actuals as uploaded XLSX or Jira worklogs where present; estimate variance analysis degraded. Blocking question for Astound: which PSA? |
| Meeting transcripts (recording tool) | 10, PM-8, PM-10 | Accept pasted/uploaded transcripts and Drive-stored Meet transcripts via google_workspace. No Gong/Fireflies/Teams connector. |
| Market/ecosystem signal feed | 2 | Signals from Salesforce account history + user-supplied/Cowork web research. No signal library source. |
| Rates, pricing guardrails (restricted) | 8, PM-8 | No restricted store. Skills never embed rates; take a rate card the user supplies or a Drive file in a restricted folder. Deterministic maths done with the xlsx skill, not in prose. |
| Deterministic estimate/EVM calculator tool | 8, PM-8, PM-9 | Computed in spreadsheet steps inside the skill. A systemprompt-mcp-estimator internal MCP is phase 2 (flag). |
| Client email / chat beyond user's own Gmail | PM-8 | Gmail via google_workspace only. |
| Docs/Slides write-back to Drive | 13, 10, PM-10 | Cowork produces DOCX/PPTX locally (Cowork docx/pptx skills); filing to Drive is manual. Flag. |
| Templates library (requirement, readout, RAID, BPM, RPM, SOW, status, steering) | 10,13,14,PM-10 | Skills carry template structure in references/; brand files live in Drive and are found by name. Astound must supply/confirm the Drive template folder. |
| Lessons-learned / risk register database | PM-5 | Confluence search via atlassian; no dedicated DB. |
Open items
- Which PSA holds timesheet actuals, and whether it has an API or MCP.
- Where brand templates and the clause library live in Drive.
- Which transcript source is in use: Gong, Fireflies, Teams or Meet.
- Which service accounts the new workflows run as.