How to Build an AI Mutual Action Plan Generator

This ai mutual action plan generator creates structured close plans for enterprise deals. Both sides know what to do and when. I use this for deals over $25K.

What You Need Before Starting

• Python 3.8+
• Claude or GPT API key
• Jinja2 for templating
• weasyprint for PDF generation

Step 1: Define Your Data Model

Set up the structure for mutual action plans records.

import json
import sqlite3
from datetime import datetime

def init_db():
    conn = sqlite3.connect("mutual_action_plans.db")
    conn.execute("""CREATE TABLE IF NOT EXISTS mutual_action_plans (
        id INTEGER PRIMARY KEY AUTOINCREMENT,
        deal_id TEXT, content TEXT, status TEXT DEFAULT 'draft',
        created_at TEXT, updated_at TEXT
    )""")
    conn.commit()
    return conn

Step 2: Pull CRM Context

Get deal and company data to populate your mutual action plans.

def get_context(crm_client, deal_id):
    deal = crm_client.get_deal(deal_id)
    company = crm_client.get_company(deal["company_id"])
    return {
        "deal_name": deal["name"],
        "company": company["name"],
        "industry": company["industry"],
        "amount": deal["amount"],
        "notes": deal.get("notes", ""),
    }

Step 3: Generate Content with AI

Use Claude to create customized mutual action plans content.

import anthropic

def generate_content(context):
    client = anthropic.Anthropic()
    message = client.messages.create(
        model="claude-sonnet-4-20250514", max_tokens=2000,
        messages=[{"role": "user",
            "content": f"Generate mutual action plans content for {context['company']} in {context['industry']}.\nDeal value: ${context['amount']:,.0f}\nNotes: {context['notes']}"}]
    )
    return message.content[0].text

Step 4: Format and Export

Create a professional output document.

def export_document(content, context, output_dir):
    filename = f"{context['deal_name']}_{datetime.now().strftime('%Y%m%d')}.md"
    path = os.path.join(output_dir, filename)
    with open(path, "w") as f:
        f.write(f"# {context['company']}\n\n{content}")
    return path

Step 5: Track and Measure

Log every document and track conversion.

def log_document(conn, deal_id, path, status="draft"):
    conn.execute(
        "INSERT INTO mutual_action_plans (deal_id, content, status, created_at, updated_at) VALUES (?, ?, ?, ?, ?)",
        (deal_id, path, status, datetime.now().isoformat(), datetime.now().isoformat()))
    conn.commit()

What to Build Next

Add milestone tracking. Flag when either side falls behind schedule.

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