The pipeline, honestly graded
A regular review of every open deal, with the ones needing attention flagged before they go quiet
- Runs while your laptop is closed
- Reports in Littlebird and by email
- Free plan includes 5 routines
You have 12 open deals worth $486,000, and three need attention this week.
- Birdseed Brands, $64,000: no reply from Dana Whitfield since the pricing call two weeks ago.
- Perch & Partners, $38,000: the security review slipped a week, but the close date hasn't moved.
- Sparrow & Sons, $22,000: 41 days in the proposal stage, about twice your average.
The problem
Pipeline reviews are theater: every deal is 'looking good' until it closes-lost, and the CRM stage tells you where the deal lives, not whether it is alive.
The warning signs were always there: the unanswered email, the slipped meeting, the champion who went quiet. They just never got assembled into one view.
What it does
This routine reviews your pipeline on schedule and flags the deals that need attention: stalled stages, cold threads, slipped dates.
You spend your selling time on the deals that need it, and the forecast stops being a work of fiction.
Try the prompt
Copy it into a new Littlebird routine, then set the days and times that fit your schedule
- Open Littlebird and go to Routines. Open the menu next to New Routine and choose Set up manually.
- Paste the prompt into Instructions, then set the days and time under Run.
- Littlebird runs it on schedule from then on. You can pause or edit it anytime. Auto-pause is on by default and pauses it if reports go unread.
You can also choose Create with Littlebird and describe the routine in chat.
Every Monday review my pipeline: deal stages values and which deals need attention this week
Why make it a routine?
Skills are a good demo. You open a chat, paste in yesterday's context, and get a pretty solid answer exactly once.
Tomorrow you do the whole thing again: same paste, same wait. The skill does not know your meetings, your threads, or what changed since Monday.
This routine knows all of that before it runs. It fires on schedule and hands you the result where you already work.
Frequently asked questions
What counts as needs attention?
Stalled stage time, unanswered threads, slipped meetings, and champions gone quiet. You can tune the thresholds in the prompt.
Can managers use it for the team?
Yes. Point it at the team pipeline and the same flags work at the manager level.
Is there a free way to try this?
Yes. Routines run on the free Basic plan, and the Plus trial is free for 14 days. If you stay, Plus is $17 a month ($20 month-to-month).
What does Plus include for $17?
Everything in Basic plus advanced intelligence in chat, more usage credits for chats and routines, unlimited meeting notes, image generation and Littlebird MCP, for $17 a month ($20 month-to-month) after your 14 free days.
More routines like this one
Put Littlebird to work
Littlebird is free to start, and your routines also work on the web, iPhone and Android
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