Use casesReporting

Automate a pipeline hygiene report so the deal review is about selling, not data entry

Mitra posts a pipeline hygiene report every Friday at 4pm, grouped by rep, so Monday's review starts with clean data. The agent reads every open HubSpot deal and lists the ones missing a close date, sitting in the same stage too long, or with no next step logged.

Runs: Fridays at 4pm
Used by: Sales · Ops / Chief of Staff

The prompt

Every Friday at 4pm, check my open HubSpot deals for missing close dates, stages that have not changed in 21 days and deals with no next step logged, then post the list to #sales in Slack grouped by deal owner.

HubSpot

Slack

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What the agent actually does.

Read every open deal
The agent pulls all open HubSpot deals with their owner, stage, value, close date and the date the stage last changed.
Check each deal against the rules
A blank close date, a stage that has not moved in three weeks, no next step logged — each is a separate flag, and one deal can carry more than one.
Group the flags by rep
The list is arranged by deal owner rather than by deal, so each rep reads their own five lines instead of scanning the whole pipeline for their name.
Post it before the weekend
The report goes to #sales on Friday afternoon, which gives every rep time to fix their own deals before the Monday review rather than during it.
Record the run
Every deal read and every flag raised is written down step by step, so a rep who disagrees with a flag can see exactly what the agent looked at.

Make it yours.

For sales leads and ops people who spend the first twenty minutes of every pipeline review correcting the CRM instead of talking about deals. Change any of this by saying so — there is nothing to rewire.

Only flag deals above a value, so small deals do not fill the list.
Send each rep their own flags as a direct message and the totals to the channel.
Add deals whose close date has already passed but are still marked open.

Questions, answered.

How do I find stale deals in my CRM every week?

Mitra reads your whole open pipeline on a schedule and lists the deals that break your rules. Stages that have not moved in three weeks, blank close dates and deals with no next step are each flagged separately, then posted to Slack by rep. Mitra runs the check every Friday.

Can Mitra send each rep only their own deals?

Yes — Mitra groups the report by deal owner, and can send each rep their own flags as a direct message instead of one shared post. Say which you want in plain English. Sales leads often ask for both: a message per rep, plus the totals in the channel.