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Put a next step on every stalled Pipedrive deal
For sales managers who want each open Pipedrive deal with no next activity given a follow-up call, highest value first, after approving the list.
On this page
Connector
Connect Pipedrive, pick your AI tool and paste the prompt.
The problem
Deals with no next step quietly die
Open Pipedrive deals with no next activity are the ones that quietly die. Finding them means opening every deal to check its activities, then booking follow-ups one at a time, which rarely happens before the pipeline review.
Without PopdockAI
- Open every deal to check for an activity
- Note the ones with nothing scheduled
- Book follow-ups one at a time
- Find the same deals stalled next week
With PopdockAI
- Open deals are read and checked for an open activity
- Stalled deals are listed by value, up to 25 per run
- You can drop deals or change subjects before confirming
- One follow-up per approved deal, each read back
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find the open deals in `{pipeline-name}` (default: all pipelines) owned by `{owner-name}` (default: all owners) that have no next step, and schedule a follow-up on each, due in `{due-in-days}` days (default 2).
**Step 1: Resolve the filters**
* If `{owner-name}` is given, call `pipedrive-get-user` with `name.contains`. If more than one matches, list them and stop.
* If `{pipeline-name}` is given, call `pipedrive-get-stage` with `pipeline-name` to get its stage-ids.
* Call `pipedrive-get-activity-type` with `active` = true and confirm the call key exists.
**Step 2: Find the stalled deals**
Call `pipedrive-get-deal` with `status` = open (per `stage-id` if a pipeline was given, and `owner-id` if resolved). For each deal call `pipedrive-get-activity` with `deal-id` and `done` = false. A deal with no open activity is stalled.
**Step 3: Propose, then wait**
Show a table of the stalled deals, highest value first, with the follow-up you would add to each: type call, subject "Follow up: " plus the deal title, due date. Propose at most 25 per run. Wait for explicit confirmation; the user may drop deals or change subjects.
**Step 4: Write**
For each approved deal, one `pipedrive-add-activity` with `deal-id`, `type`, `subject` and `due-date`.
**Step 5: Confirm**
Re-read with `pipedrive-get-activity` (`deal-id`, `done` = false) for each deal and report which follow-ups landed.
**Rules & Guidelines:**
* Only `pipedrive-add-activity` may write, once per approved deal.
* Do not call `pipedrive-update-deal` or `pipedrive-update-activity`.
* Never schedule on won, lost or deleted deals.
* 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 every open deal already has a next step, say so and stop.
* If `{due-in-days}` is not a whole number, use 2 and say so.Who it's for
One answer, three teams that use it
Sales managers
Fix stalled deals before the review
Get a next step on every stalled deal in a pipeline before the weekly pipeline meeting.
Schedule follow-ups on stalled deals in the New business pipeline, due tomorrow.
Account executives
Put a next step on your deals
Book a follow-up call on each of your deals with nothing scheduled, biggest first.
Add a follow-up call to each of my open deals with no next activity, due in 3 days.
Sales operations
Enforce next-step discipline
Run it for any owner to make sure no open deal is left without an activity.
Find Priya Shah's open deals with no activity and propose a follow-up for each.
How it works
What PopdockAI does when you ask
You can name a pipeline, an owner and when follow-ups are due, and your AI assistant finds deals with no next step. Nothing is written until you confirm, and won or lost deals are never touched.
01
Ask
You optionally name a pipeline, an owner and when follow-ups are due.
02
Find
It reads open deals and finds those with no open activity.
03
Confirm
You see up to 25 deals by value and can drop or edit them.
04
Schedule
It adds one follow-up per approved deal and reads each back.
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-user
pipedrive-get-stage
pipedrive-get-activity-type
pipedrive-get-deal
pipedrive-get-activity
pipedrive-add-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
Every open deal has a next step booked
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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