What This Automation Does
Connects your CRM to Claude and Slack on a weekly Monday morning schedule. Automatically pulls all open deals, sends them to Claude for health scoring, and posts a Green/Yellow/Red pipeline report to your Slack channel before your first meeting of the week.
Tools Required
Zapier + CRM + Claude API + Slack
Setup Steps
1. Zapier schedule trigger: Every Monday at 7:00 AM
2. CRM search: Pull all open deals where Stage is not Closed
3. Format deal data as structured text (name, stage, value, last activity date, next step)
4. Claude API: 'You are a pipeline coach. For each deal below, assign Green/Yellow/Red health, identify the top risk, and recommend one action this week. Then summarize: total pipeline, health distribution, top 3 deals needing immediate attention.'
5. Post to #pipeline-review Slack channel
6. DM each rep their individual deal health summary
Result
Monday morning pipeline review happens automatically. Manager sees the full picture. Every rep gets their deal priorities before the week starts.