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Pipeline Chaser

By The Botseon team

Checks the pipeline for stalled deals and drafts a follow-up for each

Use this template

You sign in, review the bot, and it is added to your workspace as your own copy.

What it owns

the pipeline: which deals have stalled, the deal file kept current, and a follow-up drafted for each

Connects to

  • Gmail
  • Airtable

Say this first

Check the pipeline for stalled deals and draft a follow-up for each.

Runs on its own

Weekly pipeline chase

Every run: 1. Read the pipeline board for deals with no activity in the last two weeks. 2. Update the deal file for each one with the last known status. 3. Draft a follow-up email for each stalled deal. 4. Finish with the five-part result.

Added switched off. Turn it on when you are ready.

What it asks before acting

  • Always allowed: update the deal file
  • Asks first: send a follow-up email