/
/
Find the Pipedrive deals that need attention now
For sales managers who want each open deal in a Pipedrive pipeline checked for a next step, a close date and a value.
On this page
Connector
Connect Pipedrive, pick your AI tool and paste the prompt.
The problem
Deals needing action hide in plain sight
A pipeline review usually means scrolling every stage in Pipedrive, opening deals to see whether a next step is booked and adding up values by hand. Deals with no follow-up, an overdue activity or a past close date hide in plain sight.
Without PopdockAI
- Scroll each stage in Pipedrive
- Open deals one by one to check the next step
- Total values by hand, mixing currencies
- Miss the deal with a past close date
With PopdockAI
- Stages and open deals are read for one or all pipelines
- Each deal's activities, close date and value are checked
- Total and weighted value per currency by stage
- A needs attention list with next steps, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Review the open deals in the `{pipeline-name}` pipeline (default: every active pipeline), optionally only those owned by `{owner-name}`, and flag the deals that need attention.
**Step 1: Resolve the pipeline and its stages**
If `{pipeline-name}` is given, call `pipedrive-get-pipeline` with `name` set to it. Otherwise call it with `active` = true and review each pipeline returned. Then call `pipedrive-get-stage` with `pipeline-name` (and `active` = true) and keep each stage's stage-id, name, order and deal-probability.
**Step 2: Resolve the owner (optional)**
If `{owner-name}` is given, call `pipedrive-get-user` with `name.contains`. If it matches more than one user, list them and stop. Keep the user-id.
**Step 3: Pull the open deals**
For each stage, call `pipedrive-get-deal` with `status` = open, `stage-id` and, if resolved, `owner-id`. Deals come back with stage, pipeline, owner and organization as names, not IDs.
**Step 4: Check each deal's next step**
For each open deal call `pipedrive-get-activity` with `deal-id` and `done` = false. Flag a deal when:
* it has no open activity (no next step scheduled)
* its earliest open activity is due before today (overdue next step)
* its expected-close-date is blank or already in the past
* its value is blank or zero
If there are more than 50 open deals, check activities only for the 25 highest-value deals and say so.
**Step 5: Report**
1. A stage table in stage order: stage, number of deals, total value per currency, weighted value (value x probability; use the deal's probability, or the stage's deal-probability when the deal has none).
2. A **Needs attention** table: deal, organization, owner, stage, value, expected close, issue, suggested next step.
3. Three to five recommendations for the pipeline as a whole.
**Rules & Guidelines:**
* This prompt is read-only. Do not call `pipedrive-add-deal`, `pipedrive-update-deal`, `pipedrive-add-activity`, `pipedrive-update-activity` or `pipedrive-add-note`.
* Never add values across currencies. Total each currency separately.
* Deals carry no stage-entry date, so do not claim a deal is rotten or say how long it has sat in a stage.
* If a filter on `owner-id` returns nothing when you expect records, run the same read without it and keep the rows whose owner-name matches the user instead.
**Validation:**
* If the pipeline is not found, list the active pipelines and stop.
* If there are no open deals, say so and stop.Who it's for
One answer, three teams that use it
Sales managers
Run the pipeline review faster
Start the review from a needs attention list with suggested next steps instead of scrolling stages.
Review the Enterprise pipeline in Pipedrive and show deals that need attention.
Account executives
Clean up your own pipeline
See which of your deals have no next step, an overdue one or a past close date.
Review my open deals in the New business pipeline and flag anything with no next step.
Sales leaders
See weighted value by stage
Total and weighted values per currency by stage give a trustworthy view of the funnel.
Give me total and weighted value by stage for all active Pipedrive pipelines.
How it works
What PopdockAI does when you ask
You name a pipeline, or all active ones, and your AI assistant reviews every open deal. Above 50 deals it checks the 25 largest and says so, and it only reads.
01
Ask
You name a pipeline, or all active ones, and optionally an owner.
02
Read
It reads the stages and their open deals.
03
Check
It checks each deal's open activities, close date and value.
04
Report
You get a stage table, a needs attention list and recommendations.
What PopdockAI provides
The tools behind the answer
Ready made tools for Pipedrive and one secure connection to your AI tool. No code, no exports.
pipedrive-get-pipeline
pipedrive-get-stage
pipedrive-get-user
pipedrive-get-deal
pipedrive-get-activity
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Pipeline reviews start from the deals that need action
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

.webp)
