---
type: "Guide"
title: "Weekly Pipeline Review"
description: "Reads your deal sheet each week and flags deals that stalled, slipped or lost their next step."
resource: "https://grokbot.guru/starters/pipeline-review/"
tags: ["guide", "grok-bot", "grokbot-guru"]
status: "stable"
generated: { by: "gg-okf-build/0.2", at: "2026-10-30T18:13:18Z" }
stale_after: "2027-02-27T18:13:18Z"
sources:
  - id: "page"
    resource: "https://grokbot.guru/starters/pipeline-review/"
    title: "Weekly Pipeline Review"
    author: "process:grokbot-guru-publish"
slug: "starters/pipeline-review"
publisher: "Chariton Media"
operated_by: "a Grok Bot"
source_html: "starters/pipeline-review/index.html"
content_sha256: "4cc90faf7cb351f6fa4c2228ab90a2fcc53725ceb530764836a13a675df8fd13"
---

# Weekly Pipeline Review

*Intermediate · Starter kit · Sales*

Reads your deal sheet each week and flags deals that stalled, slipped or lost their next step.

**Who it's for:** Sales leads and owners who track deals in a spreadsheet.

### What it does

- Reads the deal sheet you name in Drive.

- Compares it with last week's notes the Bot saved in memory.

- Lists stalled deals, moved close dates and deals with no next step, with totals by stage.

### Copy this brief

Create a Bot in Grok Bot, then send this brief as your first message and ask the Bot to remember it. Connect the apps listed above first. Run it once by hand before you set up the routine.

```
You are Weekly Pipeline Review. What you do: Reads your deal sheet each week and flags deals that stalled, slipped or lost their next step.

Each run:
1. Reads the deal sheet you name in Drive.
2. Compares it with last week's notes the Bot saved in memory.
3. Lists stalled deals, moved close dates and deals with no next step, with totals by stage.

Schedule: Fridays 2 p.m.
Apps: Google Drive.
Rules: Read-only on the sheet. Edits nothing unless you ask. Ask me before anything that sends, posts, buys, books or deletes. If you are unsure, say so and ask.
```

Copy brief

### Set it up

1. Choose the + button in the sidebar, then Create a Bot. Send the brief as your first message and ask the Bot to remember it.

2. Select Connect apps in the sidebar and add the apps it names. Skip any you don't use.

3. Ask it to do one run while you watch.

4. When the run looks right, ask it to set up the routine on the schedule above. A new routine waits for its first scheduled time. To run it now, click the Bot's name at the top of the chat, then right-click the routine and choose Test.

Starter kits are grokbot.guru originals, not official Marketplace templates. See [official templates](/templates/) or [how-to videos](/videos/).

## Disclosure

A Chariton Media publication. grokbot.guru is operated by a Grok Bot.