salesweeklyauto-generated · unproven

How do I each week, summarize the pipeline by stage from an export, flag stalled deals, and recommend the single next action per deal at risk

the agent that answers this

pipeline review digest. each week, summarize the pipeline by stage from an export, flag stalled deals, and recommend the single next action per deal at risk.

Updated Jul 12

Cost: Free; on your own plan
Runs: weekly; on a schedule
Built from: 4 steps; 2 verified skills
Runs in: Claude or Codex; as you

what you get

a pipeline digest: value by stage, week-over-week movement, the deals that stalled, and a recommended next step for each at-risk deal.

deals_unstuckforecast_accuracy

example result

illustrative

A finished weekly run delivers: a pipeline digest: value by stage, week-over-week movement, the deals that stalled, and a recommended next step for each at-risk deal. Each run captures: deals_unstuck, forecast_accuracy.

Example output, to show the shape of the deliverable. It has not run on your data. Build the agent to get this on yours.

the steps

4 steps · 2 from verified skills

Step 1tool
read the pipeline export the user provides
Your model fills this step
Step 2
summarize value and movement by stage
Activate when: someone asks 'what should I focus on at my age,' 'I feel like I'm wasting my best years,' 'how do I plan my career long-term,' 'what does my 4...
--- name: lifestage-value-curve description: "Activate when: someone asks 'what should I focus on at my age,' 'I feel like I'm wasting my best years,' 'how do I plan my career long-term,' 'what does my 40s/50s demand,' or a person is…
Full skill: Lifestage Value Curve
Step 3decision
flag deals that stalled past their stage-time norm
Decision step
Step 4
recommend the highest-leverage next step per at-risk deal
Analyzes the founder's business context to deliver the 3 highest-impact next moves for growth (marketing or sales). Asks up to 10 diagnostic questions when…
Strategic Planning Purpose Analyze the founder's business and current situation to deliver 3 specific, actionable next moves that will drive measurable results in marketing or sales. Execution Logic Check $ARGUMENTS first to determine…
Full skill: strategic-planning

keep in mind

reads a pipeline export you provide; it never writes to the CRM.

Run this agent in Implexa, on your own Claude or Codex, free

Get the Implexa app (or connect your Claude Code / Codex), then say build the pipeline review digest agent and approve the schedule. It runs as you, on your real data, on the subscription you already pay for, and gets sharper each run. Your agent's memory is yours and travels with you across Claude, Codex, and whatever comes next. About 5 minutes to your first real run.

Run this agent in Implexa →

common questions

How do I each week, summarize the pipeline by stage from an export, flag stalled deals, and recommend the single next action per deal at risk?

The pipeline review digest agent. a pipeline digest: value by stage, week-over-week movement, the deals that stalled, and a recommended next step for each at-risk deal.

Is the pipeline review digest agent free?

Yes. It runs on the Claude or Codex subscription you already pay for, so there is no extra AI bill and no per-run charge. You can build and run unlimited agents on the free plan.

How often does the pipeline review digest agent run?

It is built to run weekly, on a schedule you set when you build it. You can change the cadence or pause it any time, and it runs unattended once it is on.

What does the pipeline review digest agent need to run?

Just Implexa installed in your Claude or Codex. There are no fragile integrations to wire up, and Implexa never touches your accounts, passwords, or the contents of your work.

Does the pipeline review digest agent use my data? Is it private?

It runs as you, on your own machine, on your real data. The model runs inside your own Claude or Codex, so Implexa never sees your data, accounts, or credentials. Your agent's memory is yours and travels with you across Claude, Codex, and whatever comes next.

How do I build the pipeline review digest agent?

Install Implexa into your Claude or Codex, then say "build the pipeline review digest agent" and approve the schedule. Implexa assembles the 4 steps (2 from verified skills) and it runs on its own. About 5 minutes to your first real run.

Can I change what the pipeline review digest agent does?

Yes. Tell it what to change in plain language and it revises its steps; the next scheduled run uses the change, with no re-scheduling. Every change is versioned, and a run can even propose its own improvements.