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Find stalled deals in your pipeline

Each open deal with no activity for weeks, with the likely reason and one next step, largest first.

  • On a schedule: Every Monday at 8:00
Use in CuiarRun from your AI agent

What it does

The task

Open my open opportunities in Salesforce. Find each deal with no logged activity for days days, or with a close date in the past. For each one, read the last notes and the last e-mails with the contact in Gmail. Give the deal, the amount, the stage, the days since the last activity, the likely reason and one next step. Sort by amount, the largest first. Do not change any record and do not send anything.

  • It works in Salesforce and Gmail, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • As a routine it runs every Monday at 8:00 (cron 0 8 * * 1).

What you give it

BlankWhat to giveExample
daysDays with no activity before a deal counts as stalled21

What you get back

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

Stalled deals: 7 open deals, 186,400 USD in total

DealAmountStageDays quietNext step
Oakridge Clinics64,000 USDProposal34Ask if the board met on 20 October
Pinecrest Logistics41,500 USDNegotiation26Send the discount the CFO asked for
Vela Studios22,000 USDDiscovery48Ask for one last call, or close as lost

Close date in the past: 3 deals (Oakridge Clinics, Tidewater Labs, Fenn & Co)

Likely reasons: 3 wait for budget, 2 lost their champion, 2 no reply

No records changed.

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 the blank

    Type days. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it every Monday at 8:00, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Find stalled deals in your pipeline" --schedule "0 8 * * 1" --time-zone Europe/Berlin \
  "Open my open opportunities in Salesforce. Find each deal with no logged activity for 21 days, or with a close date in the past. For each one, read the last notes and the last e-mails with the contact in Gmail. Give the deal, the amount, the stage, the days since the last activity, the likely reason and one next step. Sort by amount, the largest first. Do not change any record and do not send anything."

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 "Find stalled deals in your pipeline" template with days = 21.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Find stalled deals in your pipeline",
    "task": "Open my open opportunities in Salesforce. Find each deal with no logged activity for 21 days, or with a close date in the past. For each one, read the last notes and the last e-mails with the contact in Gmail. Give the deal, the amount, the stage, the days since the last activity, the likely reason and one next step. Sort by amount, the largest first. Do not change any record and do not send anything.",
    "schedule": "0 8 * * 1",
    "time_zone": "Europe/Berlin"
  }
}

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