Pipeline Report Generator via Make + Google Sheets

What this automation does: Every Friday afternoon, automatically exports your pipeline data from Salesforce or HubSpot, sends it to Claude for analysis, and delivers a clean weekly pipeline summary report to your inbox or Slack — formatted for manager reviews or your own planning.

Why it matters: Sales managers spend 30-60 minutes every week manually pulling and formatting pipeline reports. This automation does it in 2 minutes and produces a more insightful output than a raw CRM export ever would.

How to set it up:

1. In Make, create a scheduled trigger every Friday at 3pm
2. Add a CRM module to pull your open pipeline (Salesforce or HubSpot connector)
3. Export the data to a Google Sheet as a staging area
4. Pass the pipeline data to Claude API with the Pipeline Audit prompt from Promptifi
5. Format Claude's output as a structured report
6. Send via Gmail or post to a Slack channel (e.g., #pipeline-review)

What the report includes: Total pipeline value, weighted forecast, at-risk deals with reasons, top 3 actions to take before end of week, and deal aging alerts.

Estimated time saved: 30-60 minutes of manual pipeline review prep per week.