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Salessafety: draft-first

DealPilot

Sales Pipeline Command Center

A dedicated OpenClaw agent that qualifies leads from email and form submissions, drafts personalized follow-up sequences, monitors pipeline health for stale deals, and delivers weekly win/loss analysis with pattern detection.

Install

tinkerclaw install dealpilot

Requires the TinkerClaw CLI. Install guide →

What it does

Lead qualification scoring from email/form submissions

Auto-draft personalized follow-up sequences

Pipeline health dashboard (stale deals, next actions)

Weekly win/loss analysis with pattern detection

Revenue forecast from pipeline data

Skills (5)

Installed into your agent's workspace

dealpilot-analysis

Analyze win/loss patterns across closed deals

Trigger phrases

win loss analysiswhy are we losing dealsdeal patternswhat's workingclose rate analysis
dealpilot-followup

Draft a personalized follow-up email for a deal

Trigger phrases

follow up on dealdraft follow-upwrite a check-in emailnudge this prospect
dealpilot-forecast

Generate a revenue forecast based on current pipeline and historical win rates

Trigger phrases

forecast revenuewill we hit quotapipeline forecastrevenue projection
dealpilot-pipeline

Review pipeline health: flag stale deals, missing next steps, and at-risk revenue

Trigger phrases

pipeline reviewshow my pipelinedeal health checkwhat needs attention
dealpilot-qualify

Score and qualify a lead using BANT framework

Trigger phrases

qualify leadscore this leadis this lead worth pursuingevaluate prospect

Automations (3)

DealPilot — Daily Pipeline Review

enabled

09:00 AM · weekdays (UTC)

cron: 0 9 * * 1-5 · tz: Etc/UTC

What the agent does on this trigger

Run dealpilot-pipeline as a daily pipeline review. Flag stale deals, deals past close date, and deals with no next step. Include total pipeline value and top 3 action items. Respect USER.md settings.

DealPilot — Weekly Win/Loss Digest

enabled

05:00 PM · every Fri (UTC)

cron: 0 17 * * 5 · tz: Etc/UTC

What the agent does on this trigger

Weekly digest. Run dealpilot-analysis for win/loss patterns, then dealpilot-forecast for revenue forecast vs quota. Include pipeline health snapshot and top 3 recommendations for next week. Keep it concise and actionable.

DealPilot — Stale Deal Alerts

enabled

02:00 PM · weekdays (UTC)

cron: 0 14 * * 1-5 · tz: Etc/UTC

What the agent does on this trigger

Check for deals that have gone stale since the morning review. Alert only if new stale deals are found (compare against .state/pipeline-snapshot.json). For each stale deal, suggest a specific re-engagement action.

Integrations & requirements

Primary integration mode
Hybrid: local files or CRM APIs
MCP status
No dedicated MCP integration
Supported today
  • HubSpot REST calls in skills via `HUBSPOT_API_KEY`
  • Pipedrive REST access is documented in operating docs
  • Local CSV/JSON exports as fallback
Planned / not yet implemented
  • ○Salesforce is mentioned but not implemented in skills

Files this agent creates

Written under ~/.openclaw/workspace-dealpilot/

USER.mddata/deals.json.state/pipeline-snapshot.json

Install & configure

  1. 1. Install the agent pack

    tinkerclaw install dealpilot

  2. 2. Configure your preferences

    Edit the per-agent USER.md to set tone, timezone, and any agent-specific preferences:

    ~/.openclaw/workspace-dealpilot/USER.md

  3. 3. Keep it up to date

    tinkerclaw update dealpilot

Highlights

  • ✦Integrates with any CRM via API or file-based import
  • ✦Draft-first — never sends without your approval
  • ✦Builds institutional sales playbook over time