# Weekly Pipeline Review Ready Before the Meeting Source: https://maito.app/workflows/weekly-pipeline-review A Maito Loop reads your CRM each week and posts which deals moved, which went quiet and which are past close date, so the meeting starts on time. See which deals moved, which stalled, and which need you, before the pipeline meeting. [Sales](https://maito.app/workflows/team/sales) · On a schedule · Updated October 19, 2026 Works with - Slack - Email - [HubSpot](https://maito.app/workflows/tool/hubspot) - [Salesforce](https://maito.app/workflows/tool/salesforce) - [Attio](https://maito.app/workflows/tool/attio) - [Pipedrive](https://maito.app/workflows/tool/pipedrive) ## How do you run a weekly pipeline review? To run a weekly pipeline review, set up a Loop in Maito on a schedule. It reads your CRM before the meeting, compares open deals with last week, and posts a summary in Slack of which deals moved forward, which have stalled, and which are past their close date. ## How it's done today Sales lead exports the pipeline and eyeballs it before the meeting. ## What Maito does 1. Pull deals changed this week 2. Flag deals with no activity in 14 days 3. Flag close dates in the past 4. Summarize by rep ## Example Loop run: Monday 9:00 AM · Weekly pipeline review **Maito** (9:00 AM): Pipeline review, week of Oct 19. Open: $1.84M across 41 deals. **Moved forward (6):** Globex to Negotiation ($62k), Hooli to Proposal ($52k), and four more. **Stalled, no activity in 14+ days (4):** • Initech, $28k, 22 days (Dana) • Wonka Foods, $45k, 19 days (Marco) • Umbrella Health, $90k, 16 days (Dana) • Pied Piper, $18k, 15 days (Lena) **Past close date (3):** Stark Logistics ($75k, Oct 9), Vandelay Imports ($22k, Oct 12), Soylent Labs ($14k, Oct 14). Catch: Stark Logistics is on both lists. It's 10 days past its close date and 17 days quiet. Its $75k is the biggest number on this page that isn't moving. From HubSpot, as of 9:00 AM. **Dana** (9:12 AM): what was the last thing logged on Stark? **Maito** (9:12 AM): Oct 2: Marco's note that Stark's buyer asked for a revised quote. No quote is attached to the deal since. ## How to set it up On a schedule Weekly pipeline review Ask your agent “Every Monday at 9, review our HubSpot pipeline and post in #sales what moved forward, what's gone quiet and what's past its close date.” Connect CRM - HubSpot - Salesforce - Attio - Pipedrive Not connected yet? Your agent sends you a link to sign in. ## What it won't do The review is only as accurate as the activity your team logs. A deal worked by phone and never logged will look stalled. ## Questions ### How does it decide a deal has stalled? By days since the last logged activity, with a threshold you set, such as 14 days. Tell Maito the rule once and it uses it every week. ### Can it post to a channel? Yes. The Loop can post in a sales channel or send to a manager's DM. Anyone can then mention Maito in the thread to ask about a deal. ### Does it change any deals? No. It reads the CRM and reports. Stage and close date changes stay with your reps. ## More sales workflows - [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call) - [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically) - [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call) - [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread) - [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads) - [Write personal first emails to a list Give it a list of companies and get a researched first email for each one. Sales · When you ask Works with Airtable, Microsoft 365.](https://maito.app/workflows/write-personal-first-emails-to-a-list) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fweekly-pipeline-review)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)