What in my pipeline needs attention today?
Pipeline Assistant Agent
Today's scan found three stale deals worth $410K, two high-value deals whose close dates already slipped once, and one large deal with a single-threaded contact.
Example complete
One deal, end to end
Scan kicks off. Next action set.
See the pipeline assistant take a $240K renewal-expansion from a scheduled scan to a ranked risk briefing.
Deal PA-0916
Renewal-expansion · $240K · Scoping
- AI
- Value-weighted
- Intake
- Organize
- Evaluate
- Deliver
01 · Intake
Scheduled scan started
Health check runs across every active deal
New case
Scan open- Deal
- $240K renewal-expansion · Stage: Scoping
- Trigger
- Scheduled pipeline health check
- Request
- Risk read and a concrete next action · Ranked by dollars at risk
Case packet · 3 sourcesComplete
Incoming
- SalesforceOpportunity in Scoping, $240KReceived
- Activity & Opportunity DataActivity history and close dateReceived
- Deal Score & Risk Flag RecordsOpen flags on the dealReceived
02 · Organize
Risk signals gathered
Activity, close date and contacts pulled for the deal
Pulled together
Signals ready- Activity gap measuredNo activity in 16 days
- Close date locatedClose date nine days out
- Champion status readChampion went quiet after a reorg
Matched record
- Deal
- Renewal-expansion
- Value
- $240K
- Stage
- Scoping
- Risk flag
- None open
03 · Evaluate
Risk factors combined
Three factors together point toward a slip
Checks applied
Unattended risk- StalenessNo activity in 16 days, stale past 12 daysActivity data
- Close-date proximityClose date nine days out, inside 30Salesforce opportunity
- Noise filterNot touched in 48 hours, no open risk flagRisk flag records
Deciding finding
Drifting toward a slip
Any one factor is manageable. Together, a silent deal, a close in nine days and a quiet champion point to a slip.
Risk factors
- Activity
- 16 days silent
- Close date
- Nine days out
- Champion
- Quiet after reorg
04 · Deliver
Risk flag written
Briefing and next action written back to the CRM
Top risk today
Multithread to the economic buyer
Reach the economic buyer directly today rather than wait on the silent champion, before the close date nine days out.
- Rank
- Biggest single risk
- Deal value
- $240K
- Briefing
- Two lines, rep-ready
Written to
CRM risk flag
Visible to the team
Rep step
Account executive
Acts on the next action
Audit trail
- Scheduled scan started07:00
- Activity and close date pulled07:01
- Risk factors combined07:02
- Risk flag written to CRMRanked by dollars at risk07:02
Deals surfaced before anyone asks
Illustrative case · sample data
Use Case 1
Proactive Pipeline Scan
Trigger: Scheduled or on-demand pipeline health check
1.Scan active deals for staleness and close-date proximity
2.Weigh activity recency and value at risk
3.Combine factors into a per-deal risk read
4.Write a brief risk briefing with a concrete next action
5.Rank by dollars at risk
6.Write risk flags back to the CRM
✓
At-risk deals surface with a specific action before they slip, not after.
Use Case 2
Noise-Controlled Briefing
Trigger: Rep wants only genuinely unattended risk
1.Suppress recently touched deals
2.Skip deals already carrying an open flag
3.Optionally filter below a value threshold
4.Rank the remainder by combined risk
5.Deliver a focused, rep-ready briefing
✓
Reps see only the deals that actually need them, keeping the signal trustworthy.
Integrations
CRM (Salesforce, HubSpot)
Deal Score & Risk Flag Records
Activity & Opportunity Data
Slack / Teams (briefings)
Dashboards & Charts
Industries
all
An agent at work
1 / 3
Sample scenarios. Actions and outputs are illustrative.