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AE Pipeline Keeper
Keeps the rep's own pipeline clean and current, next steps, close dates, notes.
- No more Friday CRM scramble before the forecast call
- Deals missing next steps or gone quiet surfaced
- Updates drafted from real emails and meeting notes
JO
Jordan Hoffmann
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“clean up my pipeline and draft the updates”
Returns a ready-to-review draft.
“Pull up the Pipeline Hygiene Assistant pipeline for this quarter and flag any deals that have gone silent for more than 10 days”
Surfaces at-risk deals before they slip past quarter-end
“Book a 30-minute discovery call with Sarah Mitchell at TechCorp for next Tuesday afternoon and send the calendar invite”
Eliminates the back-and-forth coordination overhead
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
External connections
CRM
GmailExtraCalendar
ExtraSlackExtra
GmailExtraCalendarExtraSlackExtraConnects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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