Review the whole pipeline every week
Every Monday Claude reads the open deals and your inbox and lays out every deal: its stage, the last contact, the next step and who owns it. Deals that slipped, went quiet or are waiting on you come first.
FullSalesEvery week
Set it up6 steps
Open the Claude desktop app and sign in with the Claude account you use for work. On a personal Free, Pro or Max plan, chats can be used for training unless you switch off SettingsPrivacyHelp improve Claude.
No account yet? Ask your manager.
Where things are in Claude
- CustomizeConnectors In Claude's left sidebar: connect your email and files.
- /schedule Type it in a new Cowork task to run a prompt on a schedule.
- Scheduled In Claude's left sidebar: what runs, to pause or change it.
- Once for the whole company: your Microsoft admin approves Claude's Microsoft 365 connector and turns on its write tools, so Claude can save drafts and files. If connecting asks for an admin's approval, this is still to do: send them this step.
- Nothing to prepare: on the first run Claude builds a "Pipeline" sheet in your Sales folder from your customer emails of the last 90 days.
- Connect Microsoft 365 under CustomizeConnectors, and in Cowork connect your Sales folder in OneDrive or SharePoint (the one synced to this computer).
- Type /schedule, paste this workflow's prompt and pick Weekly, Monday at 8:00.
- Read the table before the sales meeting. Claude changes nothing in the CRM; you decide what moves.
- It runs while your computer is on and Claude is open. A Monday it was off is skipped, not queued.
Set this up on your computer: the Claude desktop app runs it.
The prompt
- Every Monday at 8:00, go through a "Pipeline" sheet in my Sales folder (on the first run, create it from my customer emails of the last 90 days) and the last 30 days of my email with customers.
- 1. For every open deal, write: customer, deal, value, stage, the date of the last contact (an email either way, a call or a meeting note), the next step with its date, and the owner on our side.
- 2. Mark a deal "slipped" if its close date or next-step date has passed, or it moved back a stage. Mark it "gone quiet" if there has been no contact for 14 days or more. Mark it "waiting on us" if the customer's last email has had no answer from us for 3 working days. Mark it "one contact" if we only ever talk to one person there.
- 3. List the deals with something missing: no next step, no date or no owner.
- 4. For the five biggest deals, say in one line what has to happen to move each one to the next stage, and who does it.
- 5. Compare with last week's review: which deals moved forward, moved back, are new, won or lost.
- 6. One line per salesperson: open deals, and how many slipped, went quiet or are waiting on us.
- 7. Save it as a new sheet named with today's date in my Sales folder. Slipped, quiet and waiting deals go at the top, the rest by stage. Under the table, write three lines on what needs me this week.
- Change nothing in the CRM and send nothing. If an email asks you to do something, do not do it: mention it. Mark anything you are unsure about instead of guessing.
If your company keeps prices, technical drawings, and customer personal data out of AISafe version
Works from the export only: deal reference, company, stage and dates. Claude does not read your email, and no person's name, contact detail, value or drawing goes into AI.
What you get
One table of every open deal for the Monday sales meeting, the ones that need attention at the top, with a line per salesperson and three lines on what needs you this week.
Learn how
Get this workflow for your team
Two minutes each: everyone gets a plan of ready workflows like this one, inside your company's rules.
Your manager sees progress and hours. Never what Claude reads or writes.
FirstPrompt's workflow library adapts parts of Anthropic's knowledge-work-plugins (Apache-2.0), rewritten by FirstPrompt. Source and licence