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Find out why you lost deals last quarter

The real loss reasons from notes and e-mails, counted, with competitors, price gaps and fixes.

  • You start it: When you start it
Use in CuiarRun from your AI agent

What it does

The task

Open Pipedrive and list the deals marked lost from start date to end date. For each deal, read the lost reason, the notes and the last 5 e-mails in Gmail. Write the real reason in a few words, the competitor when one is named, and the price gap when it is known. Put the deals in a new Google Sheet. Then write a summary of 10 lines or fewer: the top reasons with counts and amounts, and 3 changes that could win more deals.

  • It works in Pipedrive, Gmail and Google Sheets, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.

What you give it

BlankWhat to giveExample
start dateThe first day of the period2026-07-01
end dateThe last day of the period2026-09-30

What you get back

An example run with the example values above. Your run uses your own data.

Lost deals, 1 July to 30 September 2026: 24 deals, 418,000 USD

Top reasons:

  • Price above budget: 8 deals, 151,000 USD (gap of 15% to 30%)
  • Picked Routeway: 6 deals, 122,000 USD (they have a Shopify app)
  • No decision, project stopped: 5 deals, 78,000 USD
  • No SSO: 3 deals, 52,000 USD

The CRM reason was Other or empty on 9 deals.

Suggested changes:

1. A small plan under 500 USD each month

2. Build a Shopify app, or partner for one

3. Ask about budget in the first call

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 2 blanks

    Type start date and end date. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Open Pipedrive and list the deals marked lost from 2026-07-01 to 2026-09-30. For each deal, read the lost reason, the notes and the last 5 e-mails in Gmail. Write the real reason in a few words, the competitor when one is named, and the price gap when it is known. Put the deals in a new Google Sheet. Then write a summary of 10 lines or fewer: the top reasons with counts and amounts, and 3 changes that could win more deals."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Find out why you lost deals last quarter" template with start date = 2026-07-01; end date = 2026-09-30.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Open Pipedrive and list the deals marked lost from 2026-07-01 to 2026-09-30. For each deal, read the lost reason, the notes and the last 5 e-mails in Gmail. Write the real reason in a few words, the competitor when one is named, and the price gap when it is known. Put the deals in a new Google Sheet. Then write a summary of 10 lines or fewer: the top reasons with counts and amounts, and 3 changes that could win more deals."
  }
}

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