Sales
Weekly Pipeline Health Report with Deal Risk Flags
Every Monday, know which deals are going quiet before they slip — no CRM login required.
Best forAgencyB2BSaaSServices
Agents10 required
Duration3-5 minutes
The agent pulls every open deal from your CRM, corroborates each deal's last real touch against CRM activity, email logs, and booked calendar meetings, then scores every deal into At Risk / Watch / Healthy tiers with the exact rule and number behind each flag. It rolls the pipeline up by stage with a weighted forecast, tracks week-over-week movement against last week's snapshot, and stages a scannable digest email (plus optional Slack push) for the team — nothing is sent or written to the CRM without your approval.
How it runs
Multi-agent orchestration — here's the flow, step by step.
01
Resolve scope from memory (pipeline owner, stages, stale threshold, recipients); confirm pre-filled config before running.
workflow orchestrator01
Pull every open deal from the CRM with amount, stage, owner, close date, and last-contacted; normalize to a common schema.
crm scanner02
Pull calendar and Calendly meetings tied to each deal's contact/company to establish true booked-meeting touch recency.
scheduling scanner02
Read per-deal notes, calls, and email logs to find the most recent logged CRM interaction.
crm scanner03
Score each deal into At Risk / Watch / Healthy against named rules (stale, stuck-in-stage, slipped close date, no next step, high-value+quiet).
deal analyzer03
Group deals by stage, apply stage win-probability weights, and produce the weighted pipeline and naive close projection.
forecast modeler03
Render the pipeline-by-stage and risk-tier charts and roll up headline metrics including at-risk value and week-over-week movement.
data analyst04
Turn the numbers into 3-5 headline findings, the single most urgent action, and a per-owner at-risk cut.
sales insight analyst04
Assemble the full digest structure: header, findings, risk tables, stage rollup, per-owner cut, forecast snapshot.
report formatter04
Draft the Monday digest email — subject, scannable body, and per-rep section — staged as a draft, never auto-sent.
email writer04
Stage the Gmail/Outlook draft for one-click send and post the condensed summary to Slack if connected; return as document otherwise.
distributor04
Write this week's snapshot to memory via verslay_memorize so next Monday can compute real week-over-week momentum and slippage.
workflow orchestratorRequired Agents
10- workflow-orchestrator
- crm-scanner
- scheduling-scanner
- deal-analyzer
- forecast-modeler
- data-analyst
- sales-insight-analyst
- report-formatter
- email-writer
- distributor
Connections
Required
gmailgoogle-calendargoogle-sheetshubspotslack
Optional
calendlyslackoutlookgoogle-calendar
What it does
- Pulls the full open pipeline from your CRM automatically
- Corroborates last-touch from CRM activity, email, and calendar meetings
- Flags stale deals (no touch in 7+ days) with the exact rule that fired
- Detects stuck-in-stage, slipped close dates, and no-next-step deals
- Surfaces high-value quiet deals first
- Stage-weighted pipeline rollup with week-over-week momentum
- Per-owner cut so each rep sees their own at-risk deals
- Drafts the Monday digest email — staged, never auto-sent
Example prompt
Every Monday, scan my HubSpot pipeline for deals that have gone quiet or are slipping, summarize where things stand by stage, and draft a digest email for my sales team.
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