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Pipeline Agent

Move deals automatically while you sleep

About Pipeline Agent

An AI agent that scores leads, advances deals through your pipeline, schedules follow-ups, and flags at-risk opportunities before they go cold.

Pipeline Agent scores leads, flags stalled opportunities, and drafts follow-ups based on your CRM stages.

Connect once, then open the automation builder with a deal-stage template ready to customise.

Capabilities

  • Lead scoring
  • Stage automation
  • Follow-up scheduling
  • At-risk detection

Tasks this agent runs

Move stalled dealsDraft follow-up emailsAssign deal ownersSummarize deal notes

Ideal for

  • Agencies with long sales cycles
  • B2B teams with multiple pipeline stages
  • Founders who need follow-up discipline

Setup steps

  1. 1Add Pipeline Agent from the marketplace
  2. 2Open automation builder
  3. 3Enable triggers on deal stage change
  4. 4Assign owners and tasks automatically

Automation hooks

Triggers

DEAL_CREATEDDEAL_STAGE_CHANGED

Actions

ASSIGN_OWNERCREATE_TASK

Connect in magWork

Add Pipeline Agent from the in-app marketplace. After connecting, magWork opens the correct settings screen automatically.

Connect in workspaceStart free workspace