easy 5 minutes to set up No code required

AI Agent for Sales Pipeline Monitoring

Your pipeline board, replacing HubSpot spreadsheets and Salesforce admin work

What this agent does

Self-evolving AI agent that connects to your CRM, identifies at-risk deals, surfaces deals that haven't been touched in a week, and delivers a pipeline health report to Slack — replacing the HubSpot/Salesforce customization and RevOps admin your team used to struggle with.

What you'll get

  • No more missed follow-ups — self-evolving agent flags every cold deal before it's too late
  • Revenue leaders get a single daily briefing instead of tab-switching between HubSpot and spreadsheets
  • Deals get a health score that evolves based on your team's actual sales rhythm
  • You own the pipeline logic. No more Salesforce configuration work or RevOps overhead

How to set it up

  1. 1

    Connect your CRM

    Connect HubSpot or Salesforce with one OAuth click.

  2. 2

    Talk to the agent about your deals

    Tell the agent what 'at-risk' means for your business — deal age, activity gaps, stage stalls, win rate. The agent learns your patterns.

  3. 3

    Connect Slack

    Pipeline reports now flow to Slack automatically, replacing the manual spreadsheet updates.

  4. 4

    Watch it evolve

    The AI agent continuously learns your sales rhythm and improves its alert thresholds.

Frequently asked questions

Which CRMs are supported?
HubSpot and Salesforce are natively supported. Other CRMs with CSV export can also be connected.
Can it automatically assign follow-up tasks?
Yes. You can talk to the AI agent about your workflow and it creates tasks in your CRM or to-do system when a deal is flagged.
Does it replace a RevOps hire?
It handles the pipeline monitoring, alerting, and learning work. You still need humans for strategy — but now your team makes decisions instead of fighting with CRM admin.
Deploy This Agent Free →

Free tier · No credit card · 5 minutes setup

Integrations used

Setup details

Difficulty
easy
Setup time
5 minutes
Code required
None
Best for
sales