Bot recipe · Sales and CRM

Pipeline review.

Prepares Friday's pipeline review: what moved, what slipped, what's at risk.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.

HubSpot Chat with Work
On a schedule Yours Changes as you allow

It starts

  • On a schedule
  • Every friday at 14:00

It works with

  • Code

Its changes

None; it reads.

Its instructions

What it's told, word for word.

The bot reads these on every run. Change them before it starts, or any time after.

Compare deal stages with last Friday. List deals that moved, slipped their close date, or went quiet. Total the weighted pipeline by month in a chart. Three risks with a suggested action each.
Conversations
A new conversation each week.
Credits
About 10 to 40 credits a run, at the model's own rate.
Who sees it
Only you: it works as you, and its runs are your chats.

Sales and CRM

More recipes like it.

  • Lead researcher

    Researches each new lead and writes a short brief on the contact in HubSpot.

    On a schedule HubSpot

  • CRM hygiene

    Finds duplicates, missing fields, and deals with no next step, and proposes the fixes.

    On a schedule HubSpot

  • Meeting prep brief

    Briefs you on outside meetings: who, their company, your history with them, and what to ask.

    On a schedule Google Calendar HubSpot Outlook Granola Fireflies

  • Meeting follow-up

    Drafts the follow-up email and the CRM notes after each recorded meeting.

    On a schedule HubSpot Outlook Gmail Granola Fireflies

  • Inbound demo request responder

    Researches each demo request from the website form and drafts a reply with times.

    A webhook HubSpot Outlook TidyCal

  • Quote drafter in Slack

    Drafts a quote from Odoo's price list when a salesperson asks in #deals.

    A Slack channel Slack Odoo

  • Churn risk alert

    Flags customers who cancelled, downgraded, or went quiet, with what support saw.

    On a schedule Chatwoot Chargebee

  • Account news watch

    Watches your top accounts for funding, hires, launches, and layoffs.

    On a schedule HubSpot

  • Booking prep from TidyCal

    Prepares a note for each new TidyCal booking and adds the person to the CRM.

    On a schedule HubSpot TidyCal

  • Proposal deck from a deal

    Builds a first proposal deck on the organization's PowerPoint template from the deal's notes.

    On a schedule HubSpot

Start from this recipe.

Sign up, open Bots, and pick Pipeline review. Every part of it stays yours to change.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.