Capabilities/
Deals
/Pipeline Review
Pipeline Review
An agent that reviews every open deal before your pipeline meeting, from live deal state and your own sales process, so the call starts with a ranked focus list.
Deals
/Pipeline Review
An agent that reviews every open deal before your pipeline meeting, from live deal state and your own sales process, so the call starts with a ranked focus list.
Any assistant can draft a meeting prep. What changes is whether it can see the deal as it is right now, reason against how you sell, and learn from what happens next.
Active
Runs 30 min before each call
›
Brief built for tomorrow's Acme renewal call
Pulled live deal state 1 hour before the meeting
↑
Flagged two deals with no next step
Both stalled 14+ days since last activity
+
New stakeholder added to the buying group
CFO joined — added to the account brief
−
Objection playbook matched to the call
Pricing pushback: three proven responses surfaced
2 briefs ready for your review before 9am
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Talk to Us→An agent that reviews every open deal against live state and your sales process before each pipeline meeting.
A report lists fields. This reasons over what changed, what stalled, and what to prioritise, and explains why.
Your CRM for deal state and your calendar for the review. It reads broadly and writes nothing without approval.
Each item carries a decision trace: the signal, the memory it was reasoned against, and the pattern behind it.
It runs on your existing stack. Connect your CRM and calendar and reviews begin with your next scheduled meeting.
No. It monitors and reasons continuously, but any change executes only when a human approves it.
Yes. It is a versioned Pipeline Review skill that ships with the capability when you create it in your workspace.