Pipeline Triage Tool
Watches Pipedrive deals daily, plans the next-best action per deal, and opens follow-up tasks when reps go silent.
Overview
Polls your Pipedrive pipeline every morning, identifies deals with no activity in N days, drafts a recommended next action using deal context and historical win patterns, and creates a task assigned to the rep. Sends a digest summary to the sales manager via email.
What's included
Quickstart
- 01
Connect Pipedrive
Paste your API key and authorize read/write access to deals and tasks.
- 02
Set inactivity rules
Define how many days of silence trigger an alert, per pipeline stage.
- 03
Configure digest recipients
Add manager email addresses and set the send time.
- 04
Run and validate
Trigger a dry run against last week's data and review the generated actions.
Reviews (182)
4.6 averageRachel Mo
E-commerce Owner
Jun 27, 2026
Works as advertised. Minor gripe: I had to update one credential name for the newer n8n version, but support sent a fix within hours.
Ana Petrova
Product Manager
May 19, 2026
Was skeptical about the quality of the AI output, but it's been consistently on point. The confidence thresholds are a nice touch.
Ben Whitfield
Solo Founder
Apr 16, 2026
Docs are excellent. The prerequisites table alone saved me an evening of figuring out which API keys I needed.
Oscar Lindqvist
Data Analyst
Mar 25, 2026
Exactly as described. Imported into our n8n instance, connected credentials, and it's been running daily since without a hiccup.
Marcus T.
Founder, B2B SaaS
Feb 4, 2026
Solid workflow. I customized the prompt to our own criteria in about ten minutes and it adapted with zero code changes.
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