Pipeline Whisperer

Keeps your CRM healthy and nudges reps at the right time

Maintained by Gobii for trusted, reusable workflows.

Cadence: At 11:50, Monday through Friday Contact: Email updates 3 tools enabled

One click to create. You can customize settings during setup.

What this template does

Surfaces stale deals, drafts follow-up emails, and syncs meeting notes back into the CRM while forecasting risk on key opportunities.

Starter charter

A clean, reusable playbook you can adapt for your own workflows.

Review the CRM pipeline daily, flag deals with no activity in 5 days, suggest next actions, and update opportunity fields based on meeting transcripts and emails.

Event triggers

New-meeting-notes

Triggered when a call transcript is added

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