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Send a weekly sales pipeline report

New, moved, won and lost deals, and the forecast against quota, every Friday afternoon.

  • On a schedule: Every Friday at 16:00
Use in CuiarRun from your AI agent

What it does

The task

Open the deal pipeline pipeline name in HubSpot. Find the deals that were created, changed stage, were won or were lost since the last run. Calculate the open amount for each stage, the weighted forecast for this quarter and the gap to the quarter quota of quota. Add one row with these totals to the sheet sheet url. Send me a report of 15 lines or fewer, with the 3 deals that need attention and the reason for each.

  • It works in HubSpot and Google Sheets, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • As a routine it runs every Friday at 16:00 (cron 0 16 * * 5).

What you give it

BlankWhat to giveExample
pipeline nameThe name of the pipeline in HubSpotNew business
quotaThe quota for the quarter, with the currency450,000 USD
sheet urlThe Google Sheet that keeps the weekly totalshttps://docs.google.com/spreadsheets/d/1Pz5wKa0Qe/edit

What you get back

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

Pipeline report, New business, week to 30 October 2026

New deals: 6 (88,000 USD). Won: 2 (51,000 USD). Lost: 1 (12,000 USD)

Moved forward: 5. Moved back: 1

Open by stage: Discovery 210,000, Demo 145,000, Proposal 120,000, Negotiation 74,000 USD

Won this quarter: 268,000 USD. Weighted forecast: 401,000 USD

Gap to the quota of 450,000 USD: 49,000 USD

Needs attention:

  • Corvid Freight, 60,000 USD: close date is tomorrow, no contract sent
  • Asterly Labs, 38,000 USD: no activity for 19 days
  • Pennant Media, 22,000 USD: moved back to Demo

Sheet: row 44 added

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 3 blanks

    Type pipeline name, quota and sheet url. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it every Friday at 16:00, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Send a weekly sales pipeline report" --schedule "0 16 * * 5" --time-zone Europe/Berlin \
  "Open the deal pipeline New business in HubSpot. Find the deals that were created, changed stage, were won or were lost since the last run. Calculate the open amount for each stage, the weighted forecast for this quarter and the gap to the quarter quota of 450,000 USD. Add one row with these totals to the sheet https://docs.google.com/spreadsheets/d/1Pz5wKa0Qe/edit. Send me a report of 15 lines or fewer, with the 3 deals that need attention and the reason for each."

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 create_routine 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 create_routine to run my "Send a weekly sales pipeline report" template with pipeline name = New business; quota = 450,000 USD; sheet url = https://docs.google.com/spreadsheets/d/1Pz5wKa0Qe/edit.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Send a weekly sales pipeline report",
    "task": "Open the deal pipeline New business in HubSpot. Find the deals that were created, changed stage, were won or were lost since the last run. Calculate the open amount for each stage, the weighted forecast for this quarter and the gap to the quarter quota of 450,000 USD. Add one row with these totals to the sheet https://docs.google.com/spreadsheets/d/1Pz5wKa0Qe/edit. Send me a report of 15 lines or fewer, with the 3 deals that need attention and the reason for each.",
    "schedule": "0 16 * * 5",
    "time_zone": "Europe/Berlin"
  }
}

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