BD Pipeline Tracker
BD Pipeline Tracker: Pursuits, Go or No-Go, Win Rate. Track pursuits with fee and win chance, score go or no-go, plan proposal tasks to the due date and see win rate by sector. Free to clone.
BD Pipeline Tracker is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 7 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Plumb and Plumb Private. Its automations include Monday pipeline pulse, Won or Lost debrief and Pursuing staffs proposal tasks.
by @taskade
What you can do with BD Pipeline Tracker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How BD Pipeline Tracker works
- Monday pipeline pulse: when Every Monday at 7 AM, then Plumb writes the pipeline pulse and Post the pulse.
- Won or Lost debrief: when Stage set to Won or Lost, then Plumb drafts the debrief comment and Comment the debrief draft.
- Pursuing staffs proposal tasks: when Stage set to Pursuing, then Notify the writer and QA review date, 2 days back.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Plumb, Plumb Private
- Automations: Monday pipeline pulse, Won or Lost debrief, Pursuing staffs proposal tasks
- Workspace: 7 projects, 2 AI agents, 3 automations