Pipeline Change Report
Pipeline Change Report: a weekly sales pipeline report that compares two deal exports. See what moved since last week, deal by deal, with a bridge that adds up. Free to clone, with a Monday email of your saved reports.
Pipeline Change Report is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Sales
This Taskade Genesis app includes 4 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Pipeline Reader. Its automations include Monday pipeline email and CRM deal changes.
by @taskade
What you can do with Pipeline Change Report
- 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 Pipeline Change Report works
- Monday pipeline email: when Every Monday at 8 AM, then Look for one report saved in the last seven days and Collect every report saved in the last seven days.
- CRM deal changes: Save the new deal and Log the saved change.
Built with Taskade Genesis
- Category: Sales
- AI agents: Pipeline Reader
- Automations: Monday pipeline email, CRM deal changes
- Workspace: 4 projects, 1 AI agent, 2 automations