BizCA Signal-to-Action Engine v0.1
One engine for the five priority loops: lead intent radar, deal auto-scribe, missing-info follow-up, daily summary, and same-day voice/call summary. Everything is review-first; nothing is sent externally without approval.
Hot signals / founder attention
This is where WeCom, screenshot/OCR, email paste, and voice/call notes surface when the intent score is high. Click Review to approve before any CRM update.
| Score | Bucket | Deal | Source | Sender | Signal | Action |
|---|---|---|---|---|---|---|
| 78 | hot / founder attention | DEAL-650-KING-ST-3A | wecom_webhook_sandbox | jiannanzhao | WeCom/sandbox intake reply parsed for CRM review. Audience: seller Candidate fields: { "email": "ocrseller@example.com", "phone": "4161112222", "lead_source": "WeChat", "full_name": "BizCA OCR Test Seller", "driver_licen | Review |
| 71 | hot / founder attention | DEAL-3850-SHEPPARD-AVE-E | wecom_callback | jiannanzhao | 3850 Sheppard: Peter asked about financing condition. Add follow-up task for tomorrow. Risk: buyer may need clearer explanation of 30 business days. Message type: add_risk | Review |
| 66 | warm / follow up soon | DEAL-3850-SHEPPARD-AVE-E | wecom_coworker_manual | coworker_sandbox | 3850 Peter confirmed financing condition 30 business days. Next action: update offer draft and confirm seller legal name. Risk: conditions are still long. Message type: update_existing_deal | Review |
| 60 | warm / follow up soon | Needs review | wecom_callback | jiannanzhao | Contact Name: Changil Hong Contact Email: edwardhongci@gmail.com Contact Phone: (647) 390-3458 Comments: Hello HONGWEI ZHAO, I own a profitable owner-operated acupuncture, TCM herbal medicine, and manual osteopathy clini | Review |
| 60 | warm / follow up soon | DEAL-650-KING-ST-3A | intake_response_parse | WeCom Xiaohongshu screenshot | Buyer/Seller intake reply parsed for CRM review. Audience: seller Candidate fields: { "phone": "416-555-1212", "lead_source": "Xiaohongshu / RedNote", "full_name": "Joyce`nPhone: 416-555-1212`nBusiness name: Happy Nails` | Review |
| 58 | warm / follow up soon | DEAL-3850-SHEPPARD-AVE-E | wecom_signal_split | jiannanzhao | 3850 Sheppard / Peter: draft offer has been sent to Peter and Vietnamese explanation has been added. Next action: wait for Peter review feedback and follow up if no response. Risk: buyer feedback pending. Message type: u | Review |
| 58 | warm / follow up soon | DEAL-650-KING-ST-3A | wecom_webhook_sandbox | jiannanzhao | WeCom/sandbox intake reply parsed for CRM review. Audience: seller Candidate fields: { "email": "flowtest@example.com", "phone": "4162223333", "lead_source": "Enterprise WeChat", "full_name": "BizCA WeCom Flow Test 4Step | Review |
| 58 | warm / follow up soon | DEAL-650-KING-ST-3A | wecom_webhook_sandbox | jiannanzhao | WeCom/sandbox intake reply parsed for CRM review. Audience: seller Candidate fields: { "email": "ocrseller2@example.com", "phone": "4161113333", "lead_source": "Enterprise WeChat", "full_name": "BizCA OCR Test Seller 2", | Review |
1. Signal intake: text / screenshot OCR / chat paste
2. Same-day voice / call summary
3. Missing-info chaser
Use Daily Ops to generate buyer/seller missing-info drafts from current CRM checklists.
4. Daily summary + stale-deal detector
| Deal | Stage | Last activity | Suggested action |
|---|---|---|---|
| Waterdown, Ontario - Edward Hong acupuncture / TCM clinic | potential_seller | 2026-05-27 | Confirm seller identity, intent, viewing details, and whether to send seller intake. |
| Potential seller from BizCA Assistant - Potential seller from BizCA Assistant | potential_seller | 2026-05-26 | Confirm viewing/showing details and decide whether to create a new lead/deal record. |
| QA Seller Intake Test - Edward Flow | seller_profile | 2026-05-20T14:21:56-04:00 | Review seller intake submission and uploaded documents; schedule clinic visit after Thursday. |
| Waterdown acupuncture / TCM clinic - Edward Hong | seller_profile | 2026-05-19T16:50:37-04:00 | Review seller intake submission and uploaded documents; schedule clinic visit after Thursday. |
| 83 Whitmore Road, Woodbridge, ON - Milano Kitchen | potential_seller | 2026-05-19 | Confirm Thursday 11:30 cabinet factory viewing details and decide whether to create a new seller/lead record for Milano Kitchen. |
| 4150 Midland Ave, Toronto/Scarborough, ON - 4150 Midland cabinet factory | potential_seller | 2026-05-19 | Confirm Thursday viewing schedule: massage store at 9:00, cabinet factory #1 at 10:00, cabinet factory #2 at 11:30; decide whether to create new lead/deal records. |
| 2480 Kingston Road, Scarborough, ON - 2480 Kingston Road massage store | potential_seller | 2026-05-26 | Confirm viewing/showing details and decide whether to create a new lead/deal record. |
| 3850 Sheppard Ave E - Shiny Beauty Spa | offer | 2026-05-19 | wait for Peter review feedback and follow up if no response |
| 379 Goderich St, Port Elgin - Tang's Kitchen | offer | 2026-05-19 | follow up with buyer on reduced rent and confirm whether they want to move forward |
| 650 King St E, Unit 3A, Oshawa - Nail Tree | published_sale_info | no activity detected | Confirm seller profile, agency/listing status, and CBO/public sale info approval. |
Consulting angle
This is intentionally built first on BizCA's own deal flow. Once it works for business buying/selling, the same pattern can be packaged for plumbers, clinics, restaurants, cleaning businesses, organizers, and other service businesses: inbound signal → urgency score → missing info → follow-up draft → proof-of-work.