pipeline-review

Aggregate CRM data, emails, and meeting transcripts into a Slack pipeline summary.

53|25|Updated Jan 23, 2026

Search Tags:#sales #reporting #crm #pipeline #slack #lead-management

Ready to run

npx skills add https://github.com/naveedharri/benai-skills --skill pipeline-review-naveedharri

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: pipeline-review
Source: https://github.com/naveedharri/benai-skills/tree/main/plugins/sales/skills/pipeline-review
Command: npx skills add https://github.com/naveedharri/benai-skills --skill pipeline-review-naveedharri

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill consolidates CRM pipeline data, email threads, and meeting transcripts into a concise, action-oriented Slack summary, reducing manual triage and follow-ups.

Core Features & Use Cases

Read-only pipeline analysis: Pulls prospects from a target stage, cross-references emails and transcripts to produce a clear status and next steps for each account.
CRM hygiene and prioritization: Highlights duplicates, no-shows, lost deals, and unqualified leads with concrete recommendations.
Use Case: A founder reviews active deals across stages in one message and immediately acts on the top three next steps.

Quick Start

Ask me to run a pipeline review for your chosen CRM stage and deliver the results to Slack.

Frequently Asked Questions about pipeline-review

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I automate CRM pipeline reviews and send them to Slack?▼

Automate CRM pipeline reviews by aggregating CRM data, emails, and meeting transcripts into a concise Slack summary. The pipeline review requires a connected CRM like HubSpot or Salesforce and optional email and call transcription connectors to generate per-prospect summaries.

What is the best way to consolidate sales pipeline data and meeting transcripts for quick review?▼

Consolidate sales pipeline data by cross-referencing CRM prospects with email threads and meeting transcripts. This produces a clear status and prioritized next steps for each account, reducing manual triage and follow-ups.

Does pipeline-review work with Attio, Pipedrive, and Salesforce for lead management?▼

Pipeline-review works with Attio, HubSpot, Salesforce, and Pipedrive for lead management. It pulls prospects from a target stage to perform read-only pipeline analysis and CRM hygiene checks.

Can I identify duplicate leads and lost deals automatically from my CRM data?▼

Identify duplicate leads and lost deals through automated CRM hygiene checks. The analysis highlights duplicates, no-shows, lost deals, and unqualified leads while providing concrete recommendations for your sales workflow.

Do I need a connected CRM to run a pipeline review for my sales stages?▼

A connected CRM is required to run a pipeline review for your sales stages. You must connect Attio, HubSpot, Salesforce, or Pipedrive, while email and call transcription connectors are optional for enriching the analysis.

Why should I use an automated pipeline review instead of manually checking my CRM stages?▼

Automated pipeline reviews reduce manual triage by consolidating CRM pipeline data, email threads, and meeting transcripts into an action-oriented Slack summary. This allows you to immediately act on prioritized action items without manual cross-referencing.