Pipeline Review Prep Digest
Auto-build a per-rep pipeline review packet before every 1:1 - top deals, what changed since last review, risk flags, and talking points - so managers stop assembling it by hand each week.
A private internal tool where you import this cycle's deals plus last cycle's snapshot, get an auto-generated, skimmable review packet per rep (top deals, new/advanced/slipped/lost, risk flags, talking points), edit it, approve it, and email it - with every cycle archived and exportable as CSV.
Before you start
- A current deals/pipeline export (CSV or Google Sheet) you can download each cycle
- A list of your reps (the roster) and your review cadence
- Free Vercel, Supabase, and Resend accounts (the plan walks you through them)
The problem this kills
Every week before deal reviews you do the same unpaid hour of grunt work: pull the pipeline export, eyeball it against your memory of last week, hunt for the deals that slipped, the ones that jumped a stage, the ones that quietly died, and then type up talking points for each rep. By the time the 1:1 starts you're already tired, and half the "changes" you spotted were just you misremembering.
The change detection is the hard part, and it's exactly the part a tool should do for you. You shouldn't be diffing two spreadsheets in your head.
What you'll build
A small, private web app - just for you and your sales managers - that turns two exports into a finished review packet:
- Import this cycle's deals export and last cycle's stored snapshot.
- Compute the deltas automatically: which deals are new, which advanced a stage, which slipped (later close date or dropped stage), and which were lost or removed.
- Flag risk - stale deals, pushed close dates, big deals with no recent movement, deals stuck too long in one stage.
- Generate a per-rep packet - top deals by value, the change summary, the risk flags, and ready-to-use talking points - written to be skimmable in the meeting.
- You review and edit - add a private note, drop a deal that doesn't matter this week - then approve.
- Send and archive - the approved packet emails to the rep (or just to you) via Resend, and the cycle's snapshot is saved so next week's diff has something to compare against. Plus a one-click CSV export of the snapshot.
What's inside the Implementation Plan
The plan is a single file you paste into an AI coding agent. It builds the whole tool with you, step by step, in plain language.
It starts by interviewing you about your business - your pipeline stages, what your deals export actually looks like (column names, how reps and close dates are recorded), your review cadence, what "at risk" means to you, and your messy edge cases (split deals, renewals, deals with no owner). It reflects a short tailored spec back to you and waits for your thumbs-up before it builds anything. You get a tool shaped to your pipeline, not a generic template you have to bend to fit.
From there it walks through accounts, the data model, the import-and-diff engine, the packet generator, the review-and-approve screen, the email send, and the archive - each step ending in a copy-paste prompt.
The governance it includes (this is the point)
This isn't a throwaway script. The plan bakes in the controls that make an internal tool safe to actually use:
- Login so only your team can open it.
- Row-level security so each manager only sees their own organization's deals and packets.
- A full audit trail - who imported, edited, approved, and sent, and when.
- A human approval gate - the AI drafts the packet, you review and edit, and nothing is sent or recorded as the official review until you approve.
- Duplicate guards - keyed on rep + review-cycle date, so the same packet can't be generated or sent twice in a cycle.
Who it's for
Sales managers who run weekly (or biweekly) deal reviews and lose an hour every time assembling notes by hand. If you live in your CRM's pipeline view and a spreadsheet of deals, this is for you. No coding background required.
You've got this - paste the first prompt and let the agent interview you.