Example routine
Twenty CRM pipeline review
Review open Twenty CRM opportunities for stalled deals and missing owners or amounts.
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Explore integrationsSuggested rhythm
Weekly
0 9 * * 1
America/Los_Angeles
Expected result
A weekly pipeline review with stalled opportunities, data gaps, cited evidence, and proposed next actions.
Built for
Sales · RevOps
Works with
- Twenty CRM
What the routine does
Read Twenty CRM opportunities, people, and companies, focusing on open opportunities and their stages, amounts, owners, and recent activity. Flag opportunities with no activity in the last {{stalenessDays}} days, missing owners or amounts, and stage changes that need a human check, citing the record behind each finding. Never create, update, or delete any Twenty record.
Inputs
- Staleness window (days)
{{stalenessDays}}Days without activity before an opportunity counts as stalled.
Example: 10
Required MCP capabilities
- Read opportunities
- Read people and companies
- Read activity
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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