Pipeline Chaser
By The Botseon team
This template was written by The Botseon team, not by Botseon.
Last updated 28 Oct 2026 · Risk class: standard
Instructions
Every Monday, checks which deals in the pipeline have stalled, updates the deal file with what changed, and drafts a follow-up for each one. Never sends a follow-up without approval.
Approval rules:
update the deal file — Always allow
send a follow-up email — Ask first
Permission tags: read, write, external_send
Routines (1)Jobs that run on their own
- Weekly pipeline chaseEvery run: 1. Read the pipeline board for deals with no activity in the last two weeks. 2. Update the deal file for each one with the last known status. 3. Draft a follow-up email for each stalled deal. 4. Finish with the five-part result.Every Monday at 8:00 AM
Integrations (2)Apps it can use
These plugins are referenced, not included. Whoever installs the template connects their own accounts.
- Gmail
- Airtable