Each stale deal is marked keep, close, or ask, with a reason taken from the export.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
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Function notes: Follow-ups, proposals, and the handoff between a useful conversation and a filed next step.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
AI tool
Use Claude to review deals that have stopped moving
Each stale deal is marked keep, close, or ask, with a reason taken from the export.
Time: About one to two days, including a trial on an old record.
Difficulty: Moderate
Tools: Pipedrive, Claude, Google Sheets
The pipeline looks busy because old deals are still open. Nobody has decided which ones to close.
Each stale deal is marked keep, close, or ask, with a reason taken from the export.
An export, then a recommendation, then your own edit.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · Pipedrive
You export open deals older than the age you set Nothing is sent yet.
Action · Claude
A draft is made from the exported rows. A person reads it before it goes anywhere.
Check · Google Sheets
A person keeps the accepted text on the row.
First setup: About one to two days, including a trial on an old record.
After it is running: A few hours a week of drafting, once a person still checks the output.
These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.
Industries: Most small businesses. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
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