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AI agent for account executives

CRM Pipeline Hygiene Agent

A clean, honest pipeline before every forecast call

Quality controlCustomer supportSales
See how it worksGet access
CRM Pipeline Hygiene Agent: what goes in, what the agent does and what you get

What it does

Pipeline reviews go badly when the CRM shows stale close dates and deals nobody has touched in weeks. The day before each weekly review, this agent checks every open deal the rep owns. It flags close dates in the past, no activity in 14 days, missing next steps, stages that do not match the last activity, and amounts changed without notes. For each flagged deal it reads recent emails and meeting notes and drafts a fix, such as a new close date or moving back a stage. It then checks that each fix is backed by something the buyer said or did. If the evidence does not support it, it turns the fix into a question for the rep. The rep approves every CRM change. Edge case: a deal that went quiet after a pricing email is flagged as at risk, not pushed out silently.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Day before pipeline review 2 USES A TOOL List open deals and run hygiene rules 3 USES A TOOL Read recent emails and notes for each flagged deal 4 DOES Draft fixes for dates, stages and next steps 5 CHECKS THE RESULT Is each fix backed by something the buyer said ordid? If not: turn the fix into a question for the rep. Backto step 3. 6 YOU APPROVE Rep approves CRM updates 7 USES A TOOL Apply approved updates 8 RESULT Clean pipeline summary for the review
Read the steps as a list
  1. Day before pipeline review
  2. List open deals and run hygiene rules
  3. Read recent emails and notes for each flagged deal
  4. Draft fixes for dates, stages and next steps
  5. Is each fix backed by something the buyer said or did?If not: turn the fix into a question for the rep. Back to step 3.
  6. Rep approves CRM updatesThe agent waits here for your OK.
  7. Apply approved updates
  8. Clean pipeline summary for the review

How it decides

It proposes changes only when recent buyer communication supports them, otherwise it asks the rep.

  • No activity in 14 days marks a deal at risk
  • Past close dates must be updated or closed lost
  • Stage moves need a matching activity

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Days without activity before flagging (default 14)
  • Hygiene rules used
  • Run day
  • Summary format

What keeps you in control

It always asks you first

  • Any CRM change
  • Closing a deal as lost

Hard limits

  • Never emails buyers
  • Never changes deal amounts without approval

It stops when

  • Done: all flags fixed or answered
  • Stop: CRM unavailable

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn Wednesday, 11 of 34 open deals were flagged. One had last Friday as its close date and stage Negotiation. The agent first proposed pushing it two weeks, but the evidence check failed: the buyer's last email said legal review would take a month. It revised the date to five weeks out. The rep approved, and the agent applied the update.

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