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MitchellkellerLG
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pipeline-snapshot

Generate a ranked health snapshot of active Attio deals with stale-days thresholds.

1|1|Updated Apr 1, 2026
Search Tags:#sales#crm#pipeline#snapshot#deal-health#attio
One-click install
npx skills add https://github.com/MitchellkellerLG/attio-cli --skill pipeline-snapshot
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pipeline-snapshot
Source: https://github.com/MitchellkellerLG/attio-cli/tree/main/skills/pipeline-snapshot
Command: npx skills add https://github.com/MitchellkellerLG/attio-cli --skill pipeline-snapshot

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Provides a single, actionable view of pipeline health so sales teams can identify neglected deals, prioritize outreach, and surface revenue at risk without digging through individual records or the UI.

Core Features & Use Cases

  • Pulls all active deals from Attio, resolves linked company names, fetches the most recent note per deal, and counts open tasks to compute days inactive and urgency tiers.
  • Classifies deals into Hot/Active/Stale/Cold/Dead with a configurable inactivity threshold, ranks deals by urgency and value, and highlights overdue tasks and deals needing action.
  • Use cases: weekly pipeline reviews, Monday standups, pre-call prep, or ad hoc health checks for a specific stage with optional export to a markdown file.

Quick Start

Show me the pipeline snapshot for all active deals and export it to a markdown file.

Frequently Asked Questions about pipeline-snapshot

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

FAQPage Schema
How do I get a pipeline health snapshot for Attio deals?▼

Generate a pipeline health snapshot by pulling active Attio deals, resolving company names, fetching last-note timestamps, counting open tasks, and classifying deal urgency into Hot, Active, Stale, Cold, or Dead tiers based on a configurable inactivity threshold.

Can I export my Attio sales pipeline review to a markdown file?▼

Yes, you can export the full pipeline health snapshot to a markdown file. The snapshot ranks deals by urgency and value, highlights overdue tasks, and provides an actionable view for weekly reviews or standups.

What is the best way to identify stale or dead deals in my CRM?▼

Identify stale or dead CRM deals by computing days inactive using the last-note timestamp and open task counts. Deals are then classified into urgency tiers to surface neglected opportunities and revenue at risk.

Does the pipeline snapshot work with specific Attio deal stages?▼

Yes, the pipeline snapshot supports stage-filtered audits. You can run an ad hoc health check for a specific stage to prioritize outreach and surface deals needing action before a meeting or review.

Do I need the attio CLI to run a pipeline snapshot?▼

Yes, the attio CLI is required to fetch deals, resolve company records, retrieve last-note timestamps, and count open tasks to compute the inactivity metrics for the health snapshot.

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