Before the sales weekly, someone usually reviews the pipeline by hand: which deals have shown no movement for days, which are close to closing, which are stuck. The Pipeline Pulse takes over this first pass. Every Monday it reads all open deals from the CRM and turns them into a structured report before anyone on the team has to ask for one.
\nThe workflow flags deals without activity, declining win probabilities, and deals that have stayed in the same stage longer than planned. From this it builds an executive summary with the key risks, opportunities and the priority for the week, which goes out by email to the sales team or gets filed in Notion or Drive.
\nYou set the thresholds for inactivity, stagnation and minimum deal value yourself, matched to your sales cycle. The report does not replace the conversation with the customer, nor does it replace the sales team's judgment. It only makes sure the right deals actually make it onto the table.
\nCopy the prompt below in full into your automation tool or agent builder. As a file: pipeline-schiene.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Time trigger", "beschreibung": "The workflow starts weekly, for example every Monday at 8 a.m.", "rolle": "mensch" }, { "nr": 2, "titel": "Retrieve deals", "beschreibung": "All open deals are pulled from the CRM, including value, win probability, activity and stage.", "rolle": "automatisch" }, { "nr": 3, "titel": "Signals and analysis", "beschreibung": "Inactivity and stage age are flagged, and risks and opportunities are derived from them.", "rolle": "automatisch" }, { "nr": 4, "titel": "Generate report", "beschreibung": "An executive summary is created with the top risks, top opportunities and the stagnating deals.", "rolle": "automatisch" }, { "nr": 5, "titel": "Dispatch and filing", "beschreibung": "The report is sent by email to the sales team and/or filed in Notion or Drive.", "rolle": "ergebnis" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-26", "nutzen": [ { "titel": "Focus on the right deals", "text": "Every Monday, the report shows where in the pipeline attention matters this week." }, { "titel": "Risks caught early", "text": "Inactive and stagnating deals are flagged automatically before they go unnoticed." }, { "titel": "The weekly ready to go", "text": "Executive summary, top risks, top opportunities and the priority for the week are ready before the sales meeting." }, { "titel": "Less reporting effort", "text": "The report is built directly from CRM data, with no manual sorting in spreadsheets." } ], "voraussetzungen": [ { "label": "CRM system", "text": "HubSpot, Salesforce or similar, must supply all open deals with value, probability and activity.", "icon": "contacts" }, { "label": "Email or filing", "text": "Gmail, Outlook, Notion or Drive for the finished report.", "icon": "mail" }, { "label": "Stagnation rules", "text": "Thresholds for inactive days, stage duration and minimum deal value.", "icon": "rule" }, { "label": "LLM access", "text": "API key for OpenAI, Claude or Gemini.", "icon": "key" } ], "betrieb": { "testing": [ { "label": "Test run", "text": "Trigger the workflow manually and run it against a known pipeline.", "icon": "play_circle" }, { "label": "Data retrieval", "text": "Check whether all open deals are retrieved in full, with value, probability and activity.", "icon": "download" }, { "label": "Analysis and report", "text": "Check whether the top 3 risks and opportunities are traceable and the report is complete.", "icon": "fact_check" }, { "label": "Edge cases", "text": "Test edge cases: very few deals, more than 500 deals, deals without an owner, and multiple currencies.", "icon": "rule" } ], "goLive": [ { "label": "Approve", "text": "Activate the workflow only once data retrieval, analysis and dispatch work reliably.", "icon": "check_circle" }, { "label": "Draft mode", "text": "Send the report only to the sales lead for 2 to 3 weeks and calibrate the thresholds.", "icon": "visibility" }, { "label": "Thresholds", "text": "Adjust the thresholds for inactivity, stagnation and minimum deal value based on the first results.", "icon": "tune" }, { "label": "Extend", "text": "Extend as needed: Slack posting, a trend comparison to the previous week, or a rep specific variant.", "icon": "rocket_launch" } ], "haeufigeFehler": [ { "label": "Empty deal list", "text": "Widen the CRM filter or adjust the time range.", "icon": "filter_alt" }, { "label": "Key fields missing", "text": "Add activity and win probability to the CRM query.", "icon": "data_object" }, { "label": "Broken HTML formatting", "text": "Switch the email to HTML or fall back to plain text.", "icon": "code_off" }, { "label": "Analysis feels generic", "text": "Make the company context in the prompt concrete instead of leaving it generic.", "icon": "auto_awesome" } ] }, "arbeitsprompts": [ { "titel": "Prompt: Pipeline Analysis", "beschreibung": "Analyzes the weekly pipeline overview and creates a prioritized report with risks, opportunities and stagnating deals.", "prompt": "You are an experienced sales analyst. Analyze the following pipeline overview and create a professional weekly report for the sales team from it. Where information in the pipeline data is missing or unclear, explicitly mark the affected statement as an assumption instead of quietly filling it in.\n\nPipeline data:\n[CRM_DEAL_DATA]\n\nAssess the deals against the following criteria:\nRisks: deals with no activity for more than 14 days, deals with a declining win probability, overdue follow-ups.\nOpportunities: deals with a value above [MINIMUM_DEAL_VALUE] and a probability above 70 percent, deals close to closing.\nStagnating deals: deals that have stayed in the same stage for more than [STAGNATION_DAYS] days.\n\nStructure the report as follows:\n1. Executive summary: three to four sentences on total pipeline value, number of deals and the key findings.\n2. Top 3 risks: per deal name, value, reason and recommended action.\n3. Top 3 opportunities: per deal name, value and next steps.\n4. Stagnating deals: list with recommendations.\n5. Summary and weekly priority.\n\nFormat the report professionally, with clear headings and bullet points. Stay concrete and action oriented.\n\nCompany context: [COMPANY_CONTEXT]" } ], "prompt": "GOAL\nBuild a workflow that pulls all open deals from the CRM every Monday, uses AI to identify risks, opportunities and stagnating deals, and generates a structured pipeline report for the sales team from the results.\n\nAdapt the structure to the concepts of your automation tool (for example nodes, steps, zaps or agent actions). While doing so, preserve the trigger logic, the sequence and the data flow.\n\nTRIGGER\nType: time based, weekly, for example every Monday at 8 a.m.\n\nSTEPS (sequential)\n1. Retrieve deals: pull all open deals from the CRM (HubSpot, Salesforce or similar). Capture at least name, value, win probability, stage, time in stage, date of last activity and owner for each deal.\n2. Prepare data: format the deals as a structured list and calculate inactivity days and stage duration for each deal.\n3. AI step: pipeline analysis. Insert the working prompt \"Pipeline Analysis\" exactly as given (see the Working Prompts section). Result: the finished report.\n4. Output: send the report by email to the sales team and/or file it as a page in Notion or Drive.\n\nPROMPT GUIDANCE\nThere is a fixed working prompt for the analysis step, see the Working Prompts section. Insert it unchanged and in full into step 3.\n\nDATA FLOW\nSteps 1 and 2 to step 3: the prepared deal list as input for the pipeline data placeholder in the working prompt.\nStep 3 to step 4: the finished report.\n\nERROR HANDLING\nEmpty deal list: check or widen the CRM filter instead of sending an empty report. Send a short notice instead.\nKey fields missing (activity, win probability): add these fields to the CRM query, without them the analysis is not reliable.\nVery large pipeline (more than 500 deals): filter the deals by value or priority beforehand, or analyze in batches and aggregate afterward.\nMultiple currencies: normalize the values before analysis or state the currency separately for each deal.\nBroken email formatting: use an HTML capable email or switch to plain text.\nAnalysis feels generic: fill in the company context in the working prompt with concrete detail, covering products, sales cycles and typical deal sizes.\n\nPLACEHOLDER CONVENTION\nAll placeholders in square brackets in the working prompt are variables. The prepared deal list is mapped dynamically, as described in the data flow. The minimum deal value, the stagnation days and the company context are not dynamic: set these yourself before activation. List all placeholders that require manual configuration separately at the end.\n\nSELF CHECK BEFORE COMPLETION\nCheck, before you report the workflow as finished:\n1. Are all steps connected correctly, and is the weekly trigger configured?\n2. Is the working prompt inserted in full and unchanged, and does the CRM retrieval supply all required fields?\n3. Does the report arrive correctly formatted in the chosen channel (email, Notion or Drive)?\n4. Are all points listed that require manual configuration: CRM access and filters, recipient or storage location, LLM access, minimum deal value, stagnation days and company context?", "einrichtung": { "intro": "Two routes lead to the same result. Pick the one that fits your setup.", "varianten": [ { "variante": "Builder-Prompt", "einleitung": "Suitable when you want to build the workflow in your own automation tool.", "schritte": [ "Open your workflow tool, for example n8n, Make, Zapier or Langdock.", "Create a new workflow and give it a name.", "Choose the AI-assisted build option if your tool offers one.", "Paste the builder prompt from above in full.", "Check the result against the step sequence in this document, then add your access credentials and channels." ] }, { "variante": "JSON-Import", "einleitung": "Suitable when you want to take the workflow over unchanged.", "schritte": [ "Download the JSON file from the JSON export section.", "Open the workflow area of your tool and create a new workflow.", "Give it a name and confirm.", "Open the menu on the workflow name and choose to import a JSON file.", "Upload the file, then add your own access credentials.", "Run a test before you activate the workflow." ] } ] }, "exportMeta": { "datei": "w18_pipeline-schiene__workflow.json", "format": "voyage-workflow/1" }, "download": { "schema": "voyage-workflow/1", "name": "Die Pipeline-Schiene", "beschreibung": "Zieht jeden Montag alle offenen Deals aus dem CRM, erkennt in einem einzigen KI-Aufruf Risiken, Chancen und stagnierende Deals und erzeugt daraus einen strukturierten Pipeline-Report für das Sales-Team, versendet per E-Mail oder abgelegt in Notion oder Drive.", "trigger": { "typ": "Zeitgesteuert", "bedingung": "Wöchentlicher Zeitplan-Trigger, ausgelöst jeden Montag um acht Uhr morgens. Die Quelle hinterlegt dafür den Cron-Ausdruck 0 8 * * 1 und läuft vollständig automatisch, ohne Webhook und ohne manuelle Auslösung. Der Zeitpunkt ist frei justierbar, zum Beispiel täglich oder auf mehrere Wochentage verteilt." }, "schritte": [ { "nr": 1, "titel": "Zeit-Trigger", "rolle": "mensch", "aktion": "Der Workflow startet wöchentlich und vollautomatisch über den Zeitplan-Trigger, festgelegt als Cron-Ausdruck 0 8 * * 1, also jeden Montag um acht Uhr. Der Zeitpunkt lässt sich beliebig anpassen, etwa auf täglich oder auf mehrere Wochentage.", "prompt_ref": null, "eingang": [], "ausgang": [] }, { "nr": 2, "titel": "Deals abrufen", "rolle": "automatisch", "aktion": "Der CRM-Knoten fragt HubSpot ab und liefert bis zu 100 offene Deals, sortiert nach Betrag absteigend. Abgerufen werden die Felder dealname, amount, dealstage, closedate, pipeline, hubspot_owner_id, createdate, hs_lastmodifieddate, hs_last_sales_activity_date, dealtype, description und hs_deal_stage_probability. Der Filter beschränkt sich auf die Phasen open, qualifiedtobuy, presentationscheduled, decisionmakerboughtin und contractsent. Diese Werte stammen aus der Pipeline der Quelle und müssen in HubSpot unter Settings, Objects, Deals, Pipelines an die eigenen Phasennamen angepasst werden.", "prompt_ref": null, "eingang": [], "ausgang": [ "Rohliste offener Deals mit den genannten Feldern, maximal 100 Einträge" ] }, { "nr": 3, "titel": "Signale und Analyse", "rolle": "automatisch", "aktion": "Ein KI-Agent wertet die Rohliste in einem einzigen Aufruf aus, der zugleich Schritt 4 mit übernimmt. In der Quellkonfiguration gilt als Risiko: keine Aktivität seit mehr als 14 Tagen, mehr als 60 Tage ohne Fortschritt in der Phase, eine Abschlusswahrscheinlichkeit unter 30 Prozent oder ein Abschlussdatum in der Vergangenheit. Als Chance gilt: ein Dealwert über 50.000 Euro in einer fortgeschrittenen Phase, eine Wahrscheinlichkeit über 70 Prozent bei nahem Abschlussdatum, oder eine finale Phase wie Contract Sent oder Decision Maker Bought-In. Als stagnierend gilt ein Deal, der mehr als 30 Tage ohne Bewegung in derselben Phase steht. Diese Schwellenwerte sind im Agenten-Knoten der Quelle fest hinterlegt, der Voyage-Arbeitsprompt macht Mindest-Dealwert und Stagnationstage stattdessen über Platzhalter konfigurierbar.", "prompt_ref": "arbeitsprompt-1", "eingang": [ "Rohliste offener Deals" ], "ausgang": [ "Markierte Risiken, Chancen und stagnierende Deals" ] }, { "nr": 4, "titel": "Report erzeugen", "rolle": "automatisch", "aktion": "Derselbe KI-Agent liefert eine strukturierte Ausgabe mit fünf Pflichtfeldern: executive_summary als Zusammenfassung der Pipeline-Situation in zwei bis drei Sätzen, top_risks als Liste der fünf wichtigsten Risiken, top_opportunities als Liste der fünf wichtigsten Chancen, action_recommendations als drei bis fünf priorisierte Handlungsempfehlungen und success als boolescher Indikator, ob die Analyse erfolgreich war. Der Agent arbeitet ohne externe Werkzeuge, reine Textanalyse, mit einer Obergrenze von 25 Schritten.", "prompt_ref": "arbeitsprompt-1", "eingang": [ "Markierte Risiken, Chancen und stagnierende Deals" ], "ausgang": [ "Strukturierter Report mit den Feldern executive_summary, top_risks, top_opportunities, action_recommendations und success" ] }, { "nr": 5, "titel": "Versand und Ablage", "rolle": "ergebnis", "aktion": "Der Report geht als HTML-formatierte E-Mail über Gmail an das Sales-Team, mit den Feldern Betreff, Empfänger, Nachrichtentext, cc, bcc und Anhänge. Cc, bcc und Anhänge sind in der Quelle leer beziehungsweise auf none gesetzt. Der Empfänger steht im Ausgangszustand auf einer Platzhalter-Adresse und muss vor der Aktivierung auf die echte Adresse oder Verteilerliste des Sales-Teams geändert werden. Alternativ oder zusätzlich lässt sich der Report als Seite in Notion oder Drive ablegen.", "prompt_ref": null, "eingang": [ "Strukturierter Report" ], "ausgang": [ "Versendeter oder abgelegter Report" ] } ], "prompts": { "arbeitsprompt-1": { "titel": "Pipeline-Analyse", "text": "Sie sind ein erfahrener Sales-Analyst. Analysieren Sie die folgende Pipeline-Übersicht und erstellen Sie daraus einen professionellen wöchentlichen Report für das Sales-Team. Wo Angaben in den Pipeline-Daten fehlen oder unklar sind, kennzeichnen Sie die betroffene Aussage ausdrücklich als Annahme, statt sie stillschweigend zu ergänzen.\n\nPipeline-Daten:\n[CRM_DEAL_DATEN]\n\nBewerten Sie die Deals nach folgenden Kriterien:\nRisiken: Deals ohne Aktivität seit mehr als 14 Tagen, Deals mit sinkender Abschlusswahrscheinlichkeit, überfällige Follow-ups.\nChancen: Deals mit einem Wert über [MINDEST_DEAL_WERT] und einer Wahrscheinlichkeit über 70 Prozent, Deals kurz vor dem Abschluss.\nStagnierende Deals: Deals, die länger als [STAGNATIONS_TAGE] Tage in derselben Phase stehen.\n\nGliedern Sie den Report wie folgt:\n1. Executive Summary: drei bis vier Sätze zu Gesamtwert der Pipeline, Anzahl der Deals und den wichtigsten Erkenntnissen.\n2. Top 3 Risiken: je Deal Name, Wert, Grund und Handlungsempfehlung.\n3. Top 3 Chancen: je Deal Name, Wert und nächste Schritte.\n4. Stagnierende Deals: Liste mit Empfehlungen.\n5. Zusammenfassung und Wochenpriorität.\n\nFormatieren Sie den Report professionell, mit klaren Überschriften und Bullet Points. Bleiben Sie konkret und handlungsorientiert.\n\nUnternehmenskontext: [FIRMEN_KONTEXT]" } }, "datenfluss": [ { "von": 1, "nach": 2, "nutzlast": "Trigger-Signal (Startzeitpunkt), Knotenverbindung output-success zu input-default" }, { "von": 2, "nach": 3, "nutzlast": "Rohliste offener Deals mit den Feldern dealname, amount, dealstage, closedate, pipeline, hubspot_owner_id, createdate, hs_lastmodifieddate, hs_last_sales_activity_date, dealtype, description und hs_deal_stage_probability" }, { "von": 3, "nach": 4, "nutzlast": "Interner Zwischenstand des KI-Agenten: markierte Risiken, Chancen und stagnierende Deals. Im Quellgraphen ein einziger Agentenaufruf ohne eigene Kante zwischen Analyse und Reporterzeugung" }, { "von": 4, "nach": 5, "nutzlast": "Strukturierter Report. Die Quelle bindet ihn im E-Mail-Template über die Felder pipelineAnalyzer.output.structured.executive_summary, .top_risks, .top_opportunities und .action_recommendations ein" } ], "voraussetzungen": [ "CRM-System, das alle offenen Deals mit Wert, Abschlusswahrscheinlichkeit und Aktivität liefert, zum Beispiel HubSpot oder Salesforce", "E-Mail-Tool oder Ablageort für den fertigen Report, zum Beispiel Gmail, Outlook, Notion oder Drive", "Abgestimmte Stagnations-Regeln: Schwellenwerte für inaktive Tage, Phasendauer und Mindest-Dealwert", "LLM-Zugang per API-Key (OpenAI, Claude oder Gemini)", "Sales Lead zur Kalibrierung der Schwellenwerte während des Draft-Betriebs" ], "fehlerbehandlung": [ { "fall": "Fehler in einem der vier Knoten: Trigger, CRM-Abruf, Analyse oder Versand", "massnahme": "Die Quelle setzt für alle vier Knoten die Fehlerstrategie Stop. Der Workflow bricht bei einem Fehler vollständig ab, ohne automatischen Retry oder Fallback-Pfad. Eigene Wiederholungs- oder Benachrichtigungslogik bei Bedarf ergänzen." }, { "fall": "Leere Deal-Liste", "massnahme": "CRM-Filter prüfen oder erweitern. Statt eines leeren Reports einen kurzen Hinweis versenden." }, { "fall": "Wichtige Felder fehlen (Aktivität, Abschlusswahrscheinlichkeit)", "massnahme": "CRM-Abfrage um diese Felder ergänzen, ohne sie ist die Analyse nicht belastbar." }, { "fall": "Sehr große Pipeline (mehr als 500 Deals)", "massnahme": "Deals vorab nach Wert oder Priorität filtern oder in Batches analysieren und anschließend aggregieren." }, { "fall": "Mehrere Währungen in der Pipeline", "massnahme": "Werte vor der Analyse normalisieren oder die Währung je Deal gesondert ausweisen." }, { "fall": "E-Mail-Formatierung fehlerhaft", "massnahme": "HTML-fähige E-Mail verwenden oder auf reinen Text umstellen." }, { "fall": "Analyse wirkt generisch", "massnahme": "Unternehmenskontext im Arbeitsprompt konkret befüllen, mit Produkten, Vertriebszyklen und typischen Deal-Größen." } ], "platzhalter": [ { "name": "CRM_DEAL_DATEN", "quelle": "Aufbereitete Deal-Liste aus Schritt 2 und 3, dynamisch gemappt" }, { "name": "MINDEST_DEAL_WERT", "quelle": "Mindestwert für die Einstufung als Chance im Arbeitsprompt, vor der Aktivierung manuell festgelegt" }, { "name": "STAGNATIONS_TAGE", "quelle": "Schwellenwert für die Einstufung als stagnierender Deal im Arbeitsprompt, vor der Aktivierung manuell festgelegt" }, { "name": "FIRMEN_KONTEXT", "quelle": "Kurzbeschreibung von Produkten, Vertriebszyklus und typischen Deal-Größen, vor der Aktivierung manuell festgelegt" }, { "name": "mailRecipient", "quelle": "Empfänger-Feld im Versand-Knoten, in der Quelle mit der Platzhalter-Adresse sales-team@company.com vorbelegt, vor der Aktivierung auf die echte Adresse oder Verteilerliste ändern" }, { "name": "filterGroups (dealstage)", "quelle": "Liste der abgefragten Phasen im CRM-Knoten: open, qualifiedtobuy, presentationscheduled, decisionmakerboughtin, contractsent. Beispielwerte aus der HubSpot-Pipeline der Quelle, an die eigenen Phasennamen anpassen" }, { "name": "limit", "quelle": "Maximale Anzahl abgerufener Deals im CRM-Knoten, in der Quelle auf 100 gesetzt, anpassbar" }, { "name": "properties", "quelle": "Liste der abgerufenen CRM-Felder im CRM-Knoten, um weitere Felder erweiterbar" }, { "name": "cc, bcc, attachments", "quelle": "Optionale Felder im Versand-Knoten, in der Quelle leer beziehungsweise none, bei Bedarf befüllen" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-26" }, "itemIcon": "git-branch", "recommended": [ { "slug": "kundentermin-protokoll", "category": "skill", "name": "The Client Meeting Protocol", "teaser": "Turns notes or a transcript from a client meeting into a structured protocol with a BANT or MEDDIC opportunity analysis, action items, and a follow-up email draft.", "domaene": "Vertrieb & Outreach", "itemIcon": "notebook-pen" }, { "slug": "pipeline-protokoll", "category": "skill", "name": "The Pipeline Protocol", "teaser": "Systematically checks your CRM pipeline, flags deals that need action, and delivers a compact report with metrics and prioritized next steps.", "domaene": "Vertrieb & Outreach", "itemIcon": "git-branch" }, { "slug": "qbr-dossier", "category": "skill", "name": "The QBR Dossier", "teaser": "Creates a structured Quarterly Business Review for existing customers, from health score to a prioritized roadmap for the next quarter.", "domaene": "Vertrieb & Outreach", "itemIcon": "pie-chart" }, { "slug": "scoring-schema", "category": "skill", "name": "The Scoring Framework", "teaser": "Scores incoming leads against your ICP criteria, assigns a traceable score with a confidence rating, prioritizes them into Hot, Warm and Disqualified, and delivers first-outreach drafts for the top leads.", "domaene": "Vertrieb & Outreach", "itemIcon": "star" }, { "slug": "angebots-schiene", "category": "workflow", "name": "The Quote Pipeline", "teaser": "A workflow that automatically turns an incoming quote request into a reviewed quote draft, from requirements extraction through to sales approval.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "slug": "lead-staffel", "category": "workflow", "name": "The Lead Relay", "teaser": "Every new lead from a form is automatically scored on budget, need and timing and reaches the right salesperson within minutes, complete with a priority score and rationale.", "domaene": "Vertrieb & Outreach", "itemIcon": "user-plus" }, { "slug": "termin-briefing-staffel", "category": "workflow", "name": "The Meeting Briefing Relay", "teaser": "A workflow that automatically prepares a structured briefing before every customer meeting by combining calendar details, CRM history and fresh web research.", "domaene": "Vertrieb & Outreach", "itemIcon": "calendar-clock" }, { "slug": "call-analyst", "category": "assistent", "name": "The Call Analyst", "teaser": "Turns call notes or a sales call transcript into a CRM-ready follow-up document with needs analysis, BANT assessment and a scheduled follow-up plan.", "domaene": "Vertrieb & Outreach", "itemIcon": "phone-call" }, { "slug": "vertriebsantwort-schiene", "category": "workflow", "name": "The Sales Response Pipeline", "teaser": "Automatically drafts a personalized sales reply from CRM context for incoming lead emails and notifies the responsible sales rep for review before it is sent.", "domaene": "Vertrieb & Outreach", "itemIcon": "send" }, { "slug": "angebots-pruefer", "category": "assistent", "name": "The Quote Reviewer", "teaser": "Systematically checks quotes before they go out for completeness, arithmetic consistency and pricing logic, and returns a clear approval recommendation.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "slug": "lead-qualifizierer", "category": "assistent", "name": "The Lead Qualifier", "teaser": "Scores incoming customer emails for fit and urgency, attaches a confidence rating to every assessment, and proposes concrete next steps with clear ownership.", "domaene": "Vertrieb & Outreach", "itemIcon": "user-plus" }, { "slug": "meeting-planer", "category": "assistent", "name": "The Meeting Planner", "teaser": "The Meeting Planner turns a company name, contact person and offer into a client-meeting briefing that reads in fifteen minutes and leaves you fully prepared.", "domaene": "Vertrieb & Outreach", "itemIcon": "calendar-check" }, { "slug": "posteingang-route", "category": "workflow", "name": "The Inbox Router", "teaser": "A workflow that automatically classifies incoming emails, applies the matching label, and immediately alerts you when something is urgent.", "domaene": "Betrieb & Projektmanagement", "itemIcon": "inbox" }, { "slug": "status-bruecke", "category": "workflow", "name": "The Status Bridge", "teaser": "A workflow that pulls your project data every week and turns it into a ready status report covering progress, risks and delays, for you to review before it goes out.", "domaene": "Betrieb & Projektmanagement", "itemIcon": "activity" }, { "slug": "11x", "category": "tool", "name": "11x", "teaser": "11x is a vertically integrated GTM platform offering autonomous AI sales agents for outbound sales: lead research, multi-channel sequencing, voice calls and appointment booking in one tool.", "domaene": "Vertrieb & Outreach", "logoFile": "11x.png", "logoEinzug": 0.78 }, { "slug": "clay", "category": "tool", "name": "Clay", "teaser": "A spreadsheet-based platform that combines over 100 data sources and an AI research agent for lead enrichment and personalized outbound.", "domaene": "Vertrieb & Outreach", "logoFile": "clay.png", "logoEinzug": 1 }, { "slug": "hubspot", "category": "tool", "name": "HubSpot", "teaser": "Cloud based customer platform that bundles marketing, sales, customer service, content marketing, data management, and billing around a shared CRM database, with AI agents under the Breeze product brand.", "domaene": "Vertrieb & Outreach", "logoFile": "hubspot.png", "logoEinzug": 0.78 }, { "slug": "instantly", "category": "tool", "name": "Instantly", "teaser": "Sales platform for automated cold email outreach with built-in deliverability infrastructure, a B2B lead database, and AI sequence writing.", "domaene": "Vertrieb & Outreach", "logoFile": "instantly.svg", "logoEinzug": 1 }, { "slug": "pipedrive", "category": "tool", "name": "Pipedrive", "teaser": "Visual sales-pipeline CRM with AI-assisted deal prioritization, workflow automation, and an optional projects module for post-sale delivery.", "domaene": "Vertrieb & Outreach", "logoFile": "pipedrive.png", "logoEinzug": 1 }, { "slug": "salesforce", "category": "tool", "name": "Salesforce", "teaser": "Cloud CRM combining connected building blocks for sales, commerce, and customer service, extended with the Agentforce 360 agent layer for industry-specific AI use cases such as appointment scheduling or case management.", "domaene": "Vertrieb & Outreach", "logoFile": "salesforce.svg", "logoEinzug": 1 } ] }