sales-pipeline-review

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.