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viditparashar96
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sales-pipeline-review

Summarize Asana and vault deal pipeline status with stages, values, and deadlines.

Updated Apr 14, 2026
Search Tags:#crm#asana#sales-ops#sales-pipeline#pipeline-review#stale-deals#email-recency
One-click install
npx skills add https://github.com/viditparashar96/second-brain-claude --skill sales-pipeline-review
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: sales-pipeline-review
Source: https://github.com/viditparashar96/second-brain-claude/tree/main/skills/sales-pipeline-review
Command: npx skills add https://github.com/viditparashar96/second-brain-claude --skill sales-pipeline-review

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Provides a single, up-to-date summary of active sales deals by consolidating Asana tasks, client vault notes, and recent email activity so sales teams stop losing deals to lack of visibility or stale follow-ups.

Core Features & Use Cases

  • Aggregate deals from Asana: Pull active sales tasks and extract stage, owner, due dates, and estimated value.
  • Contextual cross-reference: Load client vault records to surface relationship history and missing value data.
  • Communication recency check: Search email history to determine last contact and flag gaps.
  • Risk detection & actions: Identify stale and at-risk deals, surface upcoming deadlines, and produce prioritized action items.
  • Persistence & tracking: Save dated markdown snapshots to the vault and append a one-line log entry to daily logs for trend analysis.
  • Use case: Run weekly pipeline reviews before sales meetings to focus on re-engagement and upcoming closes.

Quick Start

Ask the sales-pipeline-review skill to generate a dated pipeline snapshot that summarizes active deals, highlights stale or at-risk opportunities, and produces prioritized action items.

Frequently Asked Questions about sales-pipeline-review

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

FAQPage Schema
How do I generate a sales pipeline snapshot from Asana tasks and client records?▼

A pipeline health snapshot aggregates Asana tasks, vault client records, and email recency data to summarize deal stages, values, and stale deals. It outputs a dated markdown snapshot with prioritized action items for weekly sales reviews.

How do I identify stale deals and missing follow-ups in my sales pipeline?▼

Identify stale deals by cross-referencing Asana tasks with email history to detect communication gaps. The pipeline review flags at-risk opportunities and upcoming deadlines based on last contact dates and missing client value data.

What is the best way to prepare for a weekly sales standup using Asana and email data?▼

Prepare for weekly sales standups by running an ad-hoc pipeline health check that aggregates Asana tasks, vault notes, and email recency. This surfaces upcoming deadlines and prioritized re-engagement actions for sales meetings.

Do I need access to a local vault and email search tools to review my sales pipeline?▼

Yes, generating a comprehensive pipeline snapshot requires access to Asana task lists, local vault client files, and email search tools. These dependencies are necessary to contextualize relationship history and check communication recency.

Can I save pipeline health snapshots for trend analysis over time?▼

Yes, you can save pipeline health snapshots for trend analysis. The review process saves a dated markdown snapshot to your vault and appends a one-line log entry to daily logs for ongoing tracking.

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