Example routine
Weekly CRM pipeline review
Review Close pipeline movement, stalled opportunities, and follow-up gaps each week.
Tools are not runnable in this preview.
Explore integrationsSuggested rhythm
Weekly
0 8 * * 1
America/Los_Angeles
Expected result
A weekly pipeline brief with movement, stalled deals, follow-up gaps, evidence, and named human actions.
Built for
Sales · RevOps · Founders
Works with
- Close
What the routine does
Use only approved read-only Close tools to review pipeline movement, newly stalled opportunities, missing follow-ups, overdue tasks, and material activity changes during the reporting window {{reportingWindow}}. Cite the CRM records behind each finding, separate facts from recommendations, and never edit records, enroll contacts, send messages, or delete data.
Inputs
- Reporting window
{{reportingWindow}}The period to compare in each pipeline review.
Example: Previous seven days
Required MCP capabilities
- Read Close leads and contacts
- Read opportunities and pipeline stages
- Read activities and tasks
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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