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Example routine

Pipedrive pipeline hygiene review

Review a Pipedrive pipeline for stalled deals, overdue activities, and missing deal data.

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Suggested rhythm

Weekly

0 9 * * 1

America/Los_Angeles

Expected result

A weekly pipeline-hygiene queue with stalled deals, overdue activities, data gaps, and proposed owners and next actions.

Built for

Sales · RevOps

Works with

  • Pipedrive

What the routine does

Read open deals in the Pipedrive pipeline {{pipelineName}} with their stages, values, owners, and activities. Flag deals with no activity in the last {{stalenessDays}} days, overdue activities, and deals missing an owner, value, or expected close date, cite the deal behind each finding, and propose an owner and next action for each. Never create, update, move, or delete any deal, person, organization, or activity.

Inputs

  • Pipeline{{pipelineName}}

    The Pipedrive pipeline to review.

    Example: Sales pipeline

  • Staleness window (days){{stalenessDays}}

    Days without activity before a deal counts as stalled.

    Example: 14

Required MCP capabilities

  • Read deals and pipelines
  • Read activities
  • Read people and organizations

Permission boundary

Connections do not grant blanket access. Discover the MCP tools, enable only the capabilities this responsibility needs, and give write-like actions a separate automatic-execution confirmation.

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