pipeline-review

name

pipeline-review

description

Early warning system for active deals. Surfaces risks before they become lost deals: stakeholder silence, stalled next steps, competitor threats, deal velocity drops, MEDDPICC qualification gaps. Pulls signals from Attio, Gmail, Granola, and Google Calendar to produce a prioritized risk report with recommended actions. MANDATORY TRIGGERS: Use this skill whenever the user mentions "pipeline review", "deal risk", "deal health", "pipeline risk", "stale deals", "what's at risk", "deal warnings", "pipeline health check", "which deals need attention", "risk report", "deal alerts", or asks about deals that might be slipping, going dark, or losing momentum.

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:

Signal	How to detect	Severity
No email in 14+ days	Gmail: search for threads with associated contacts, check last message date	HIGH if deal is In Progress/POC
No email in 7-13 days	Same as above	MEDIUM
No meeting in 21+ days	Granola: list_meetings + query_granola_meetings for company name	HIGH if In Progress
No upcoming meeting scheduled	Google Calendar: gcal_list_events searching for company/contact name	MEDIUM
One-sided communication	Gmail: check if last 2+ emails are outbound with no reply	HIGH

2. Momentum Risk (Deal Velocity)

Signals that the deal is losing speed:

Signal	How to detect	Severity
Stuck in stage 30+ days	Attio: compare created_at or stage change date vs today	HIGH
Stuck in stage 14-29 days	Same	MEDIUM
No deal value set	Attio: value field is empty	MEDIUM if past Lead stage
No associated people	Attio: associated_people is empty	HIGH
Next steps overdue	Attio: check tasks linked to deal with past deadlines	HIGH

3. Competitive Risk

Signals that competition threatens the deal:

Signal	How to detect	Severity
Competitor mentioned	Attio: meddpicc_competition field contains named competitors	MEDIUM
Build vs buy tension	Attio: meddpicc_competition mentions internal build	HIGH
"Do nothing" risk flagged	Attio: meddpicc_competition mentions "do nothing"	HIGH
Competition score 0	Attio: meddpicc_competition starts with "0/4" — unknown landscape	MEDIUM (blind spot)

4. Qualification Risk (MEDDPICC Gaps)

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

Stage	Expected strong (3-4)	Gap = risk if below 2
POC	Pain, Metrics, Decision Criteria	Any of these below 2 = HIGH
In Progress	Pain, Metrics, Criteria, Competition	Any below 2 = HIGH

Signal	How to detect	Severity
MEDDPICC score = 0	Attio: meddpicc_score is 0 or empty	CRITICAL — deal is unqualified
MEDDPICC score < 40	Attio: meddpicc_score < 40	HIGH
Key dimension at 0 for stage	Parse score from meddpicc_metrics, meddpicc_decision_criteria, meddpicc_competition	HIGH
No budget discussed	Attio: meddpicc_budget_total is empty AND stage is In Progress	MEDIUM

5. Data Risk

Signals that you're flying blind:

Signal	How to detect	Severity
No Granola meetings found	Granola returns empty for company name	MEDIUM
No Attio notes on deal	semantic-search-notes returns empty	MEDIUM
No Gmail threads	Gmail search returns empty	HIGH — no communication trail
All three empty	Combined	CRITICAL — ghost deal

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

Task	Tool	Key parameters
List active deals	list-records	object: "deals", filter by stage
Get deal details	get-records-by-ids	object: "deals", record_ids
Check MEDDPICC fields	Already in deal record	Parse from attributes
List deal tasks	list-tasks	filter by linked deal
List deal comments	list-comments	parent_object: "deals", parent_record_id
Search notes	semantic-search-notes	query with company name

Gmail MCP Tool Reference

Task	Tool
Search for threads	gmail_search_messages (query with company/contact)
Read thread content	gmail_read_thread (thread_id)

Granola MCP Tool Reference

Task	Tool
Find meetings	query_granola_meetings (query with company name)
List recent meetings	list_meetings

Google Calendar MCP Tool Reference

Task	Tool
Check upcoming meetings	gcal_list_events (search for company/contact)

Environment

Variable	Source	Purpose
Attio	MCP (Attio connector)	CRM — deals, MEDDPICC, tasks, notes
Granola	MCP (Granola connector)	Meeting history
Gmail	MCP (Gmail connector)	Email engagement signals
Google Calendar	MCP (Google Calendar connector)	Upcoming meeting check