Pipeline Review

Pipeline Review

Surface deal risks as they emerge — before a winnable deal silently becomes a lost one.

Risk Categories

1. Engagement Risk (Stakeholder Silence)

Signals that key contacts have gone quiet:

2. Momentum Risk (Deal Velocity)

Signals that the deal is losing speed:

3. Competitive Risk

Signals that competition threatens the deal:

4. Qualification Risk (MEDDPICC Gaps)

Signals that the deal is under-qualified for its stage:

5. Data Risk

Signals that you're flying blind:

Workflow

Step 1: Identify Target Deals

If the user specifies deals, use those. Otherwise:

1. Call list-records with object: "deals" and filter for active stages (POC, In Progress).
2. Collect all deal record IDs, names, stages, and associated contacts.

Step 2: Gather Signals (Per Deal)

For each deal, run these checks in parallel where possible:

2a. Attio Deal Data

• get-records-by-ids to pull full deal record (MEDDPICC fields, value, stage, confidence, associated people/company, created_at)
• list-tasks filtered to the deal to check for overdue tasks
• list-comments on the deal for recent activity

2b. Email Activity

• gmail_search_messages with the company name or associated contact emails
• Check the date of the most recent message
• Check if the last 2+ messages are outbound-only (no reply)

2c. Meeting Activity

• query_granola_meetings with company name to find recent meetings
• gcal_list_events searching for company/contact name to check for upcoming meetings

Step 3: Score Risks

For each deal, evaluate all risk categories and assign:

• CRITICAL — Immediate action needed. Deal is at serious risk of being lost.
• HIGH — Action needed this week. Multiple warning signs.
• MEDIUM — Monitor closely. Early warning signs present.
• LOW — On track. No significant risks detected.

Overall deal risk = highest individual risk found.

Count the number of HIGH+ signals to determine urgency ranking across deals.

Step 4: Generate Risk Report

Present a prioritized report, sorted by risk level (CRITICAL first):

## Pipeline Risk Report — {date}

### CRITICAL: {Deal Name}
**Stage:** {stage} | **Value:** {value} | **MEDDPICC:** {score}/100
**Days in stage:** {N}

Risk signals:
- {signal 1 with evidence}
- {signal 2 with evidence}

Recommended actions:
1. {specific action with timeline}
2. {specific action}

---

### HIGH: {Deal Name}
...

Step 5: Offer Actions

After presenting the report, offer:

1. Re-engage a specific deal (hand off to deal-reengagement skill)
2. Score a call for a deal that needs MEDDPICC update (hand off to meddpicc-post-call skill)
3. Prep for a meeting with an at-risk account (hand off to meeting-prep skill)
4. Draft a follow-up email to break silence (hand off to meeting-followup skill)
5. Create tasks in Attio for the recommended actions

Attio MCP Tool Reference

Gmail MCP Tool Reference

Granola MCP Tool Reference

Google Calendar MCP Tool Reference

Environment