What this automation does: Generates a structured pipeline health report every Monday morning, flagging at-risk deals and surfacing the week's top action priorities — automatically delivered to you or your team via Slack or email.
Time saved: 30-45 minutes per week
Manual version (start here)
- Export your pipeline from Salesforce/HubSpot. Include: Company, Stage, ARR, Close Date, Last Activity Date, Champion, EB Status.
- Paste into Claude with this prompt: "You are a senior sales manager. Analyze this pipeline and produce a weekly health report. For each deal: flag if last activity was more than 14 days ago, check if close date is realistic given current stage, assess if economic buyer is engaged. Format as a table. Flag deals failing 2+ checks as At Risk. Then provide: Top 3 deals to focus on this week (with reason), Top 3 deals at risk of being lost (with diagnosis). [PASTE PIPELINE DATA]"
- Review and distribute to your team.
Automated version
Connect Salesforce/HubSpot to Make or Zapier. Schedule a weekly trigger every Monday at 7am. Export pipeline data, send to Claude API with the prompt above, and post the output to your team Slack channel. Full setup: ~2 hours.
