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Weekly sales pipeline reviewer
Give it your weekly deal export. Get what changed, the deals to act on today and a fix list to approve.
Weekly sales pipeline reviewer is a free AI agent for the job "Sell and negotiate". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Made by AI Blocks · Thinking: high
What it does
A pipeline goes wrong quietly. Deals go silent, close dates slide a week at a time, and the export you look at on Monday is full of old dates and empty amounts. Most people scan the biggest deals and miss the small signs: the buyer who stopped replying after a good meeting, the date that moved twice, the deal that is one contact deep. This agent reviews the pipeline the same way every week. It checks the data first and tells you how rough the numbers are. It sets this week against last week to find what went quiet or slipped. It reads each stage and your coverage of the target. Then it picks at most three deals and chooses the right check for each: a health review, a hesitation check if the buyer is stalling, or a gap check if the deal is just stuck. If a slip would…
You give it
- This week's open deals as an export or paste, with stage, amount, close date, next step and last activity
- Your target for the period
- Notes or call summaries for deals that have stalled (optional)
- Closed deals from last quarter, once a month (optional)
- Meeting notes (optional)
- Tool connection (optional)
- Your question (optional)
- Your offer (optional)
You get
- The pipeline in one line, with coverage against your target and the change from last week
- How far to trust the numbers, from a data check
- Deals that went quiet, slipped or vanished from the file
- At most five deals to act on today, each with a next step and an owner
- A list of record fixes to approve, with the evidence for each
Use it when
- You have a dozen or more open deals and no time to go through each one every week.
- Deals keep slipping and you want to catch the quiet ones early.
- You want to know before the end of the period whether your target is still in reach.
How to use it
- Start a chat with the agent. In Claude Code, add it as a skill or save it in .claude/agents, then ask it to run this week's review.
- Export your open deals from your CRM, or point it at a read-only link.
- The first time, give it your target. It saves the export and its summary in a pipeline folder.
- Read the list of deals to act on. Make the CRM changes you agree with, or say yes to each one.
- Run it again next Monday. It compares with last week's export.