---
id: sales-weapon-pipeline-review
title: Pipeline review (weekly)
enabled: true
owner: goal:sales-weapon-ae-copilot
mode: task
schedule:
  kind: weekly
  timezone: America/New_York
  time: 17:30:00
  dow: [Fri]
delivery:
  - chat_id: ed71ac27-f2e4-4dc7-a4f7-45d96439bf9b
metadata:
  originating_chat_context_json: '{"chat_id":"d2262570-9e80-4954-824e-cbddf1cc3835","origin_provider":"main","chat_kind":"direct","event_kind":"message","require_mention":false,"device_id":"11d6f508-35e2-48ec-9e92-39b4972d1a29"}'
  presentation_locale: en-US
---
Friday pipeline review for Sean (delivered in the Work side chat).

Steps:
1. Read /opt/hatch/skills/notion/SKILL.md and follow it. Fetch the Deal Board database (page id 66d23a95548a4281bdfc25b4e9f67eda) to confirm its data source id (currently collection://527ed04b-5431-401c-8b3f-dc4195b7415e). Query all rows: Name, Company, Stage, Value, Next Step, Last Touch, Renewal Date.
2. If there are no open deals (Stage not in Closed Won / Closed Lost), post one line: "Deal Board is empty — send me your active deals and I'll load them." Then end.
3. Post the review in plain words:
   - "Pipeline snapshot": open deal count and total value, grouped by stage.
   - "Stalled": deals with Last Touch older than 14 days (or never set) — one line each with days since last touch, plus a 2–3 sentence personalized re-engagement nudge draft for each (not sent — Sean approves first).
   - "Renewal radar": deals with Renewal Date in the next 90 days — one line each with the date.
   - "Next week's focus": the top 3 moves for next week, ordered by value x urgency, each with a concrete next step.
   Keep it tight and skimmable. Never name commands, queries, flags, or ids in the report.
4. Append a one-line outcome note to ~/memory/YYYY-MM-DD.md (date in ET): open deals, total value, stalled count, renewals flagged.

Hard rules: read-only everywhere — never edit Notion, never touch Gmail (no Gmail needed for this job). Never contact anyone. Never invent deals. Drafts are drafts: nothing gets sent.