Cookbook
Keep the pipeline clean and the forecast honest
Score the pipeline nightly, update the CRM after every call, and chase the deals going quiet.
Salesstarter
What this does
- Refreshes the forecast against last week and flags what slipped
- Finds every deal with no activity for 21+ days
- Drafts a tailored follow-up for each owner from the deal history
- Posts a summary to the sales channel each morning
Workflow
- Trigger
Every weekday
8:00 AM, before standup.
- Prompt
Score the pipeline
Diff against last week; isolate stalled deals.
- Prompt
Draft follow-ups
One per owner, personalized from the thread.
- Result
Post the summary
To
Recommended skills
Reusable skills the recipe pulls in, add them once, every agent can use them.
Deal scoringRank by value and slip-risk
Follow-up draftingPersonalize from the thread
Forecast diffCompare against last week
How to use this recipe
- 1Connect your CRM, email, and Slack
- 2Set it to run before the daily standup
- 3Review the drafts and one-tap send, or let it send with owners cc'd
- 4Skim the morning summary for what needs a human
Recipe files
pipeline-hygiene/
recipe.mdskill.mdjobs-setup/
daily-pipeline-review.mdskills/
deal-scoring.mdfollow-up-drafting.mdforecast-diff.mdworkflow.jsonCopy the prompt
Install the "Keep the pipeline clean and the forecast honest" recipe from the Eluu cookbook. 1. Fetch https://eluu.ai/cookbook/pipeline-hygiene/skill.md and save it into your skills folder as "pipeline-hygiene". 2. Ask me its first-run questions and store my answers in memory. 3. Offer to schedule the recurring jobs listed in the skill; only create the ones I approve. 4. Then run the skill once end to end so we can review the output together.
eluu.ai/cookbook/pipeline-hygiene.md
Paste it into any agent. It fetches the recipe file and pulls in the skills and prompts on its own, the prompt stays short, the detail lives at the URL.
