SalesWatches the whole pipeline and keeps the forecast honest
Pipeline analyst
Give it your CRM or an export and it compares the book with the last scan: new deals, stage moves, slipped close dates, changed amounts and deals that went quiet. It flags missing or overdue next steps, empty owners and fields that break your forecast, and rolls the forecast up by category and owner with the risk behind each number. The next step, close date, stage, forecast category and owner changes come back as drafts, and nothing is written until you say yes.
- Works with
- HubSpotTwentyGoogle SheetsSlackGmail
- Recommended model
- Claude Opus 5.5
- Skills
- 6
What it does
- Compares the pipeline with the last scan and lists what really moved: new deals, stage changes, slipped dates, changed amounts
- Finds deals with no next step, an overdue next step or no activity inside your stale window
- Checks CRM hygiene: missing owners, close dates in the past, amounts or forecast categories left empty
- Rolls up the forecast by category and owner, with the deals that put each number at risk
- Drafts next step, close date, stage, forecast and owner updates as a before and after diff you approve
- Works from a CRM connection, a Google Sheet, a CSV export or a paste
The skills it brings
Playbooks the mate follows when the job calls for them. You can read and edit every one after adding it.
/ppl-setupppl-setupUse when the person is new, or changes where their deals live, how fields map, who is in scope or what counts as stale, so every later scan reads the book the same way.
/ppl-book-scanppl-book-scanUse when the person asks what changed in the pipeline, wants their book scanned for stale next steps, risk or CRM gaps, or the weekday pipeline pulse routine runs.
/ppl-forecast-checkppl-forecast-checkUse when the person asks how the period's forecast looks, needs a forecast call or a manager rollup by owner, or the Monday forecast check routine runs.
/ppl-crm-draftsppl-crm-draftsUse when a scan or forecast check has found something to fix, or the person asks to update next steps, close dates, stages, forecast categories or owners, so the changes are shown as a diff and applied only after a yes.
/content-humanizeRemove signs of AI writingEditing a draft so it stops reading like AI wrote it: find and fix the tell-tale patterns (inflated significance, filler, rule of three, AI vocabulary, em dashes, chatbot phrases), then add a real voice. Use on any draft before it goes out.
/office-excelExcel spreadsheetBuilding Excel spreadsheets (.xlsx) from scratch or editing existing ones: data tables, number formatting, formulas, named ranges, multiple sheets, charts, and conditional formatting; delivered as a download.
Things to ask it
Scan my book and tell me what changedWhich deals have stale or missing next steps?How honest is this quarter's forecast?Here is my pipeline export: …