Use case
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Pipeline Manager
Pipeline inspection that flags deals going dark
Nex runs pipeline inspection on engagement: it watches email, Slack and calendar activity on every active deal and flags the ones going quiet. Each flag explains the risk and comes with a follow-up draft for review.
The problem
A weekly pipeline review asks reps how each deal is going, and the answer is usually fine until it is not. Stage and close date look healthy in the CRM while the champion has stopped replying and the next meeting never got booked. Spotting that means opening every deal, every inbox thread and every calendar. Nobody has time, so stalled deals surface at the forecast call, when it is too late to save them.
How the agent does it
Monitor active deals. The agent watches every active deal across the email, Slack and calendar activity connected to it.
Detect an engagement gap. It flags a deal when there is no meaningful email, meeting or stakeholder activity inside the risk window your team configures.
Pull deal and relationship context. It retrieves the deal history and relationship context from Nex and your CRM.
Explain the risk. It states why the deal looks at risk and shows the evidence behind it.
Draft the next follow-up. It drafts a context-aware follow-up for the deal owner, and a person approves anything that goes out.
What you get
A list of active deals losing momentum, with evidence
A plain explanation of the pipeline risk on each flagged deal
A context-aware follow-up draft for the deal owner
Linked Nex records and proposed updates where relevant
Works with
CRM
Email
Slack
Calendar
Questions
What does pipeline inspection usually cover?
Pipeline inspection is the regular review of open deals for risk: stage, close date, amount, next steps and engagement. This agent focuses on the engagement signal. It finds deals where email, meetings and stakeholder activity have gone quiet, which is the risk a CRM field rarely shows.
How does it decide a deal is stalled?
Your team sets the risk window. When an active deal has no meaningful email, meeting or stakeholder activity inside that window, the agent flags it and explains the evidence.
Will it email my prospects?
No. It drafts the follow-up and a person approves any external outreach before it is sent.
How do I start?
Click Deploy, connect your CRM, email, Slack and calendar, and set the risk window and the deal owners who review drafts. You start free with some free AI usage, and plans are $49/month after that, refundable within 7 days.
Hire this agent and see its first result today
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