Reporting

AI Pipeline Review Report — Automated Weekly with Make + Claude

Each Friday, Make retrieves your authorized open CRM deals, calculates source-checked pipeline totals, and delivers a structured Claude-assisted risk and action report to Slack or email.

Automated
Advanced
Salesforce or HubSpot + Make + Claude through Make + Slack or approved email

This workflow is part of Pro

The full trigger setup, the step-by-step build, and every prompt it uses are included with Promptifi Pro.