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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
- 1Add Pipeline Agent from the marketplace
- 2Open automation builder
- 3Enable triggers on deal stage change
- 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