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Example routine

Weekly CRM pipeline review

Review Close pipeline movement, stalled opportunities, and follow-up gaps each week.

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Suggested 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. 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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