Weekdays · 17:00
Keep your CRM notes tidy
Turns email and call notes into clean update rows you approve.
Pipeline review agentWalk into Monday with the facts.
Every Monday it reads your deal sheet and compares it with last week. It posts a short note: what moved, what stalled and what needs a call from you.
Your first signup includes $50 in free credits.
Mondays · 8:00
Review the pipeline weekly
- Reads
- Deal sheet
- Grows
- A weekly pipeline note
- Lands in
- Slack
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
Every Monday at 8, compare my deal sheet with last week and post a summary to #sales: deals that moved, deals that stalled, deals that need a decision.
TulipFarm
I made an agent called Pipeline reviewer and a Monday 8:00 schedule. It reads your deal sheet. Posting to Slack asks you first. Activate it?
ActivateEdit first
One Monday, start to finish.
Every run is saved as an agent task you can open, check and rerun.
- Schedule
Mondays at 8:00
Run startedStarted - Reads
This week's and last week's deal sheet
26 deals - Checks
Which deals changed stage or went quiet?
5 moved, 4 stalled - Writes
A short note with the asks
1 note - Asks first
Post the note to #sales
Approved - Posts
Message in Slack
Delivered 8:03Completed
What lands in #sales.
Three short blocks. Read in a minute.
#salesPipeline reviewer APP · 8:03
Pipeline · week 42
Moved forward (5)
- Deal #310 to proposal.
- Deal #314 to legal review.
Stalled (4)
- Deal #305: no reply in 12 days.
- Deal #308: no next step set.
Needs a decision (2)
- Deal #301: discount request.
- Deal #312: extend the trial?
What gets planted.
Three parts you own and can change at any time.
- Agent
Pipeline reviewer
What counts as stalled in your sales cycle.
- Table
Deals
One row per deal, with stage and date.
- Workflow
Mondays 8:00
Runs on your schedule.
Uses
- Google Sheets
- Slack
Add if you use it
HubSpot- Gmail
Google Docs
It reads quietly. It asks before it acts.
Reads without asking
- Your deal sheet or table
- Last week's saved copy
- Your stage names
Asks you first
- Posting to Slack
It uses your own connections, so it never sees more than you can.
Grow it your way.
Per rep
Post one note for each rep in their own thread.
Add a forecast
Add a simple total by stage using the numbers in your sheet.
Save the history
Write each week's note to a doc so you can look back.
Questions, answered.
Where does the deal data come from?
From a Google Sheet or a TulipFarm table. A CRM with an MCP server can feed it through a Custom MCP connection.
Does it make up numbers?
No. It uses the values in your sheet and says when a field is empty.
Can it post without me?
No. Posting asks you first. Once you trust it, you can keep approving in one click.
Weekdays · 9:00
Follow up on quiet deals
Finds threads gone quiet and drafts a short nudge for each one.
Fridays · 14:00
Run the weekly ops review
Gathers the week's numbers and open items into one review page.
Start the week with the facts.
Public beta, open to everyone. Your first signup includes $50 in free credits.