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Claude workflow

Run a weekly pipeline review with Claude

What moved, what slipped and what is at risk this week, with one next step for the deals that matter most.

Mariana Costa
Mariana C.
Writer

What does this workflow do?

Claude reads the funnel overview, open deals closing in the next 60 days, quiet deals and revenue at risk. The review shows totals by stage, slipped close dates and the five deals to focus on, each with one next step. It offers to create those tasks after you confirm.

The prompt

Copy it into a chat with Lumenbase turned on. Fields in square brackets are yours to fill in.

Prompt
Use the Lumenbase connector.
1. Call get_funnel_overview with owner_scope mine.
2. Call fetch_deals for open deals closing in the next 60 days, fetch_quiet_deals with quiet_days 14, and fetch_revenue_at_risk.
3. Write the review: pipeline total by stage, deals that slipped their close date, stalled deals, revenue at risk, and the five deals that matter most this week with one next step each.
4. Offer to create a task for each next step. Create them with create_task only after I confirm.
Show amounts in each deal's own currency. Never add amounts in different currencies together.

Run it as /pipeline_review in Claude.

Fields you can fill in

  • scope (optional): "mine" for your own deals or "team" for everyone you can see. Default mine.

Tools it calls

In the order the prompt uses them.

  1. Get funnel overview · Read

    Get a compact overview of the workspace sales funnel (Active Lists to Leads to Deals to Accounts) with summary counts, per-stage breakdowns including empty stages/columns, active list details, and server-computed focus areas.

  2. List deals · Read

    Fetch deals from the CRM with optional filters.

  3. List quiet or stalled deals · Read

    Find open deals with no recent communication touch (email, call, meeting, LinkedIn message).

  4. List revenue at risk · Read

    Fetch Revenue at Risk (RAR) entries: exposed revenue and likelihood by company for forecast and churn tracking.

  5. Create task · Write

    Create a CRM to-do or reminder (follow-up, call prep, etc.).

What to check before you approve

  • Amounts are shown in each deal's own currency, never added across currencies.
  • The five focus deals are the ones you would pick too.
  • Each next step is concrete enough to become a task.

Make it recurring

This job comes back every week. Ask Claude to turn it into a Routine and it runs in Lumenbase on its own schedule, as a draft you review and switch on.

Turn a workflow into a Routine

Common questions

Yes. Set scope to team to include every deal you can see.

Deals can be in different currencies, and the prompt keeps each amount in its own currency rather than mixing them.

Sources and scope

The prompt and its tool list come from the Lumenbase MCP workflow catalog, the same list the connector serves.

Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Cursor is a trademark of Anysphere. Lumenbase is not affiliated with, sponsored by or endorsed by these companies.

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