Weekly Pipeline Digest
Start every Monday already caught up on your pipeline. Pipeline Digest reads your deals, compares this week to last, and emails you a five-minute briefing that flags what moved, what stalled, and what needs your attention.
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Every Monday at 7 AM, a plain-English pipeline summary lands in your inbox. No dashboard to open, no filters to set — just a five-minute read that tells you what changed since last week and which deals need your attention today.
Delivered by email in your timezone, not UTC
Short enough to skim on your phone during coffee
Forwardable to your team without editing
Every run stores a snapshot of your pipeline, then compares it against last week's. You see whether pipeline value is up or down, how many new deals came in, and which deals changed stage — not just static totals.
Tracks total pipeline value, open-deal count, and per-stage counts
Calls out movers by deal name, not just by number
Graceful first-run state: delivers a baseline digest without pretending to compare nothing
Deals that haven't been touched in 14+ days get flagged as stalled and ranked by value. That way the first deal in the "where to focus" list is the one that costs you the most to leave alone.
Uses HubSpot's last-modified timestamps — no custom properties needed
Ranks stalls by dollar value and days-since-activity
Surfaces the top 10 so the list stays actionable, not overwhelming
The digest doesn't just report numbers. It recommends two to three specific deals to work on this week, with a one-line rationale for each — so you can forward the email to your team and have a Monday-standup agenda ready to go.
Names specific deals, not vague advice
Grounds every recommendation in the structured data above
Gives you a ready-made talking track for your team
Email is the primary surface, but the same digest renders inside Agent.AI whenever you want it on demand. That means if you need a mid-week check, you don't wait until Monday — just open the agent and run it.
Pixel-identical rendering between email and in-app view
One-click re-run anytime
Safe to run as often as you want — read-only, no writes back to HubSpot
Pipeline Digest is read-only. It doesn't log tasks, doesn't send emails to prospects, doesn't touch your workflows. All it does is turn your HubSpot deal data into a five-minute Monday briefing so you look on top of your pipeline before the week even starts.
Zero write access to HubSpot — safe to try
No admin privileges required to install
Fork it to customize tone, KPIs, or delivery day for your team
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