Pipeline Triage Tool
Watches Pipedrive deals daily, plans the next-best action per deal, and opens follow-up tasks when reps go silent.
Overview
Polls your Pipedrive pipeline every morning, identifies deals with no activity in N days, drafts a recommended next action using deal context and historical win patterns, and creates a task assigned to the rep. Sends a digest summary to the sales manager via email.
What's included
Quickstart
- 01
Connect Pipedrive
Paste your API key and authorize read/write access to deals and tasks.
- 02
Set inactivity rules
Define how many days of silence trigger an alert, per pipeline stage.
- 03
Configure digest recipients
Add manager email addresses and set the send time.
- 04
Run and validate
Trigger a dry run against last week's data and review the generated actions.
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