Pipeline Review Autopilot
Your Monday morning pipeline deck, built overnight
Stop spending Sunday night in Salesforce. This skill auto-generates your weekly pipeline review — snapshots, deltas, risk flags, and talking points — delivered before you pour your coffee.
INGREDIENTS
PROMPT
Create a skill called "Pipeline Review Autopilot". Every Monday at 7am, snapshot my entire pipeline and compare to last week. Generate a report showing: new deals added (with source), deals removed (with reason), stage changes (advances and regressions), amount changes, close date changes (flag deals that pushed, include push count), and total pipeline value by stage. For each deal, generate a one-line AI status summary based on recent activity. Group by rep. Include talking points for each rep's pipeline I can use in 1:1s. Deliver to [Slack/email/Google Doc]. Archive each snapshot for historical comparison.
How It Works
The skill takes a weekly snapshot of your pipeline and compares it to last week.
New deals, removed deals, stage changes, amount changes, date pushes — all surfaced
automatically. Each deal gets a one-line AI status summary. The result is a ready-to-present
pipeline review document.
What You Get
- Weekly pipeline snapshot with week-over-week delta
- New deals added with source attribution
- Deals removed (closed-won, closed-lost, pushed to next quarter)
- Stage movements: which deals advanced, which regressed
- Amount changes: increases and decreases flagged
- Close date changes: deals that pushed, and how many times
- AI-generated one-line status per deal
- Talking points for each rep's pipeline
Setup Steps
- Connect your CRM or provide a recurring export or provide a recurring export
- Set snapshot day/time (default: Monday 7am)
- Choose delivery format (Slack message, Google Doc, or email)
- Define which metrics to highlight (configurable)
Tips
- The delta view alone saves 2+ hours of manual Salesforce work
- Close date push count is the single best "deal health" metric — track it prominently
- Use AI status summaries to prep for 1:1s in 5 minutes instead of 30
- Archive snapshots monthly — you'll want historical comparisons at quarter-end