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AI connector use case · Pipeline

Review your sales pipeline every week

Once a week, ask the AI which leads are stuck, how the funnel looks and what to do next, then let it draft the check-ins for you to approve.

  • Reading on
WEEKLY PIPELINE REVIEW: See stuck leads; Check the funnel; Draft the next step

The prompt

Copy this into Claude, ChatGPT or Gemini

Review my Sales board. Which leads have been in the same stage for more than 7 days? Show the funnel numbers, and draft a short check-in for each stuck lead. Don't send anything.

Change the names, times and amounts to your own.
  • Reading on: Switch on “Let Claude read my chats and orders” on the Claude tab of InboxCRM’s HTTP API window.

Step by step

How to do it

What you get: A 10-minute weekly routine that keeps deals moving.

  1. 1Switch on reading in InboxCRM.
  2. 2Paste the prompt every Monday.
  3. 3Read the stuck leads and the funnel.
  4. 4Approve, edit or drop each draft, then tell the AI which ones to send.

Tips

  • Ask "where do most leads drop off?" to find the stage to fix.
  • Compare with last month to see if it is getting better.

Watch out

Sending the drafts needs a separate yes from you, one by one.

Connector tools used:pipelinereportsread_chat

Not connected yet?

Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.

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