Pipeline Triage Agent
Watches Pipedrive deals daily, plans the next-best action per deal, opens follow-ups when reps go silent.
Overview
Runs a daily reasoning pass over every open deal: stage, time-in-stage, last activity, prior reasoning, target close. Outputs a per-deal next-best action ("send proof of ROI", "loop in champion", "regroup discovery"), creates the activity in Pipedrive, and Slack-pings the rep with the rationale. Self-critiques its own recommendations weekly against actual close outcomes.
What's included
Quickstart
- 01
Download the JSON
Once payment clears, the file lands in your dashboard. Subscribers can pull any agent from the library.
- 02
Import into n8n
Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.
- 03
Plug in credentials
Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.
- 04
Activate and test
Run once with sample input, confirm the expected output, then flip the activate toggle.
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