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Weekly pipeline health digest across all active deals
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Daily agenda — scans calendar, Slack, and pipeline, then delivers a morning briefing
Manage BD deal pipeline in Linear (or configured CRM)
Competitive landscape analysis and battle cards
Research a prospect company thoroughly using public sources
BD intern agent (general) — configurable BD agent for any company
Create BD content — one-pagers, battle cards, case studies, partnership proposals
| name | weekly-pipeline-review |
| description | Weekly pipeline health digest across all active deals |
| version | 1.0.0 |
Read config/company.yaml from the bd-intern plugin directory. Use:
crm.team_name — for pipeline queriespaths.meeting_notes — for meeting contextintegrations.slack_channel — for Slack postingIf config is missing, stop and tell the user to run /bd-intern setup.
Use the pipeline-reviewer agent (agents/pipeline-reviewer.md):
{crm.team_name} team in LinearSearch {paths.meeting_notes} for notes from the past 7 days. Extract:
Deals that advanced stage or had positive updates this week.
Deals with no update in 14+ days:
Deals with health=atRisk/offTrack or negative signals in updates.
Deals created in the last 7 days.
Structure:
One-line stats: "X active deals. Y moved forward. Z stale. W at risk. V new."
| Company | Stage Change | Key Update | Next Step |
| Company | Issue | Days Since Update | Recommended Action |
| Company | Product Interest | Source | Status |
Consolidated from all deals, sorted by urgency. Include:
| Stage | Count | Deals |
{paths.meeting_notes}/_weekly-digests/Pipeline Review {YYYY-MM-DD}.md{integrations.slack_channel}