Use case · Sales

See which deals are stuck before the forecast meeting

To review a sales pipeline with AI agents, connect HubSpot, Pipedrive, Salesforce, or Attio to a Brainwrite bot. Every Monday it reads open deals, checks each one's last activity and close date, and lists deals that are stalled, slipping, or missing a next step. It drafts the next action for each one. Changes to the CRM wait for your approval.

Download for MacSee the ready-made team
Sales pipeline review

Every Monday at 8:00, review open HubSpot deals in Proposal and Negotiation. Flag any with no activity in 14 days or a close date in the past, and suggest one next step for each. Post the review to the Pipeline thread and draft tasks for the owners, but ask me before creating anything.

Your Chief of Staff put a team on it

  • Atlas· Pipeline analyst
  • Nova· Chief of Staff
  • 41 open deals reviewed; 9 flagged, worth 126,000 together
  • Stalled: Juniper Health, 18,000, no activity for 23 days; suggested next step: call the champion
  • Slipping: Alder & Finch close date passed 6 days ago; still in Negotiation
  • No next step: 4 deals have no open task; tasks drafted for their owners

DoneSaved as a routine: Mondays at 8:00. It starts paused until you turn it on.

An illustrated example. Your team works on your own files and apps.
A salesperson on a headset talks to a prospect while AI agents Nova and Dash sit beside him with notes and a tablet.
NovaChief of Staff
7:40 am

Sales pipeline review: done. Nothing sent.

  1. 141 open deals reviewed; 9 flagged, worth 126,000 together
  2. 2Stalled: Juniper Health, 18,000, no activity for 23 days; suggested next step: call the champion
  3. 3Slipping: Alder & Finch close date passed 6 days ago; still in Negotiation
2 bots on this job
Whether a deal is still real, and what happens to itWaiting for your yes

The job

Doing it yourself, and handing it off.

Doing it yourself

The pipeline looks healthy because nobody has updated it. Deals sit in Proposal for two months with close dates already in the past. Before the forecast meeting, someone clicks through each deal to see when anyone last spoke to the buyer, then asks the owners, who say it is still alive. The review becomes a status round instead of a conversation about the deals that need help.

What the team does

  • Read open deals with stage, value, owner, close date, and last activity
  • Flag deals with no recent activity or a close date in the past
  • Suggest the next step for each flagged deal, with the reason
  • Draft CRM tasks or notes for you to approve

What waits for you

  • Whether a deal is still real, and what happens to it
  • Any change to stage, value, or close date
  • Which drafted tasks and notes are added

The team

Who's on it.

Your Chief of Staff picks the specialists the job needs. Each has its own role, instructions, model, and app access.

  • AtlasIllustrated example

    Pipeline analyst

    Reads open deals, their stage, value, close date, and last activity, and flags deals that are stalled, slipping, or missing a next step.

  • NovaIllustrated example

    Chief of Staff

    Writes the review in your format and drafts the next step for each flagged deal.

How it runs

A run, step by step.

  1. 01

    Connect the CRM

    Connect HubSpot, Pipedrive, Salesforce, or Attio. Grant read tools, plus note or task tools if you want them drafted.

  2. 02

    Set the rules

    Tell the bot what counts as stalled, such as no activity in 14 days, and which stages to review.

  3. 03

    Monday routine

    Each run posts a review to a Pipeline thread: flagged deals first, with owner, value, and the reason.

  4. 04

    Approve updates

    Approve the tasks or notes you want added. Stage and close date changes stay with the deal owner.

Start faster

Ready-made teams for this job.

Add a team from the library in one click. You see a preview first; routines arrive paused and connected apps stay off until you approve them.

What you'll connect

Apps this job uses.

FAQ

Questions about Sales pipeline review

Which CRMs does it work with?

HubSpot, Pipedrive, Salesforce, Attio, Zoho CRM, and Close all have connectors. HubSpot lists a deal's activities and meetings, Pipedrive reads a deal's timeline and a pipeline summary, and Salesforce can run reports and SOQL queries. Check the connector page for your CRM to see exactly what a bot can read.

Will it change deal stages or close dates?

Not in this setup. The review flags deals and suggests the next step. Changing a stage, value, or close date is the deal owner's call. In Salesforce, updating a record is an approval card unless allowed, and you can grant any bot an exact list of tools that leaves out updates.

How is this different from CRM hygiene?

CRM hygiene cleans records: duplicates, missing fields, and stale contacts. A pipeline review looks at open deals and asks which ones are stuck and what each needs next. Many teams run both, hygiene first and the pipeline review on Monday morning.

Built on

Features this job relies on.

Keep going

Put a team on something else.

Give your first job to Brainwrite.

Download the app, connect the AI you already pay for, and tell your Chief of Staff what needs doing.

Download for MacSee how it works

macOS today. Windows and Linux are coming soon.