deals-pipeline

deals-pipeline

Daily look at the sales pipeline to surface deals that are blocked on Andrés so nothing goes cold. Recommend-only: never change statuses, send proposals, or edit tasks.

Cloud routines need the pipedrive and ClickUp MCP connectors enabled. Pipedrive is the upstream CRM (source of truth for deals); the ClickUp Deals list mirrors it and may lag. Read both, read-only.

What to pull

Pipedrive (CRM — source of truth), read-only:

• list_deals / search_deals — open deals by stage and value.
• list_activities — next/overdue activity per deal → a deal with no next activity scheduled is the classic "blocked / going cold" signal.
• get_deal — full context for the stuck/ambiguous ones (owner, stage, last update).
• list_pipelines / list_stages — to read stage names if needed.

ClickUp Deals list id 901405812778 (mirror — cross-check):

• clickup_filter_tasks (list_ids ["901405812778"], order_by updated) — scan deals by status and tags. Relevant tags: pipedrive, quoting, needs-owner.
• For ambiguous ones, clickup_get_task / clickup_get_task_comments for context.
• If the CRM and the mirror disagree, trust Pipedrive and note the drift.

What to surface (priority order)

1. propuesta enviada con seguimiento vencido — proposals sent with no movement in

   5 days → follow up.

2. aprobado verbalmente / en contratación sin contrato firmado → push to close.
3. Cotizaciones lentas — quotes past the 4h target or estimations still pending.
4. needs-owner — deals/quotes without an owner.
5. Nuevos sin asignar — new deals/leads not yet picked up.

For each: deal name, current status, days stuck, and the concrete next action (and who).

Output

One message via clickup_send_chat_message to the CEO Briefings channel (6-901417284384-8), text/md. Nothing blocked → ✅ Pipeline al día. Otherwise a prioritized list (closing-stage deals first, then follow-ups, then intake). Concise.

Schedule

Weekdays 08:00 America/Bogota → cron 0 13 * * 1-5 UTC. Model: Sonnet 4.6.