Automation
Quote follow-up
Unanswered quotes followed up after 5 business days, with a polite, personal message.
€9 per monthWeekdays at 9 am
Prospecting and salesAutomation
Monday pipeline update
The agent reads your deals in Pipedrive, calculates the weighted value by stage, spots deals with no activity for 10 days and sends you a clear update in Slack, with the week's three priority actions.
Use this template
€3 per month, estimatedPrice confirmed before launch
What the agent does
Every Monday at 8:30 am
- 1Collect. Read open, won and lost deals.
- 2Calculate. Weighted value by stage and change over the week.
- 3Prioritize. Spot stalled deals and suggest three actions.
- 4Post. Send the update to Slack.
Sample deliverable
Pipeline as of Monday 9 am — €186,400 weighted (+12%)
- Won: 2 deals, €23,800. Lost: 1, €6,000 (price).
- No activity for 10 days: Groupe Valmy (€48,000), Cabinet Orsay (€9,500).
- Priorities: follow up with Valmy, send Orsay the revised proposal, book the Nexa demo.
- Message: Weekly pipeline update
Connectors
Pipedrive: read deals and their activities
Slack: post the update in your channel
Already set up for you
- Inactivity threshold
- 10 days
- Channel
- #sales
What you'll be asked
- Which Slack channel should the update go to?
Who it's for
About 4 runs a month, standard business logic and 6 actions per run (calculations): Micro tier.
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