Can this replace our weekly pipeline review meeting?

It can cut it in half. The async report handles all status updates. Your call becomes a 20-minute strategy conversation instead of a 60-minute data readout.

What if our forecast weightings are custom?

You define the probability per stage in the workflow config. OpenClaw uses your weights, not CRM defaults, so the forecast reflects your actual win rates.

Can managers filter by rep or territory?

Yes. The Google Sheet can have separate tabs per rep or region. OpenClaw generates each tab in one pass, filtered by owner or assigned territory.

How far back does the trend data go?

As far back as your CRM data allows. Each report run appends a snapshot row to a history tab, so over time you build a trend dataset you can chart.

Can this send to Notion instead of Google Sheets?

Yes. OpenClaw has a Notion integration and can write report data to a Notion database or page. The Slack notification works the same way.

Automated Pipeline Health Reporting

Generate live pipeline reports with AI-written insights, pushed to Slack and Google Sheets on schedule. No more manual Monday morning exports.

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Without automation

The Manual Bottleneck

Your weekly pipeline report takes 45 minutes to build and is already wrong by the time you send it. Someone pulls a CSV from HubSpot on Monday, pastes it into Google Sheets, reformats it, and sends it out — and by Wednesday half the deals have moved. Leadership is making decisions on stale data.

With OpenClaw

What changes when you automate this

Your pipeline report builds itself. Every Monday morning, OpenClaw pulls live data from your CRM, calculates weighted forecast, flags stale deals, and posts a clean summary to Slack with a link to the full Google Sheet. The weekly meeting becomes strategy, not status updates.

Tell OpenClaw: 'Every Monday at 8am, pull all open HubSpot deals, calculate weighted forecast, flag anything with no activity in 5+ days, and post a summary to #sales with a link to the live Google Sheet.'

Here's exactly what happens

Pull live pipeline data

HubSpot / GoHighLevel

OpenClaw queries your CRM for all open deals: stage, value, close date, last activity date, and owner. Runs on your schedule — daily, weekly, or right before your Monday sync.

Calculate key metrics

OpenAI / OpenClaw

OpenClaw computes weighted forecast (value × stage probability), average days in stage, deals at risk (no activity in X days), and won/lost trends for the reporting period.

Generate the narrative summary

OpenAI

AI turns the numbers into 3–5 plain-English insights: who's closest to quota, what's stuck, and what's moved since the last report. No more translating spreadsheets in the meeting.

Update the Google Sheet dashboard

Google Sheets

Data writes to a shared Google Sheet: forecast tab, stage breakdown, deal-level detail, and a history row for tracking trends over time. Charts update automatically each run.

Post to Slack

Slack

A Slack message goes to your sales channel with the top-line numbers, the AI summary, and a link to the full sheet. Everyone looks at the same current data with zero effort.

What you'll need

Already have most of these? OpenClaw installs the skills in under a minute.

HubSpot GoHighLevelGoogle SheetsOpenAI Slack

Frequently Asked Questions

Done For You Setup

We build your automation. You run it.

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Keep exploring

Workflows

Automated Deal Stage Advancement

Advance deals through your pipeline automatically based on real activity signals. Keep your CRM accurate and forecasting trustworthy.

Workflows

CRM Automation Workflows

Sync data, update records, and automate CRM tasks with OpenClaw. Works with HubSpot, Salesforce, and popular CRMs.

Workflows

Reporting & Analytics Workflows

Automate report generation, dashboard updates, and data aggregation with OpenClaw. Get insights without manual number-crunching.

Integrations

OpenClaw + HubSpot Integration

Sync contacts, deals, and activities between OpenClaw and HubSpot. Automate CRM updates, lead scoring, and sales workflows.

Integrations

OpenClaw + GoHighLevel Integration

Connect OpenClaw to GoHighLevel for agency automation. Automate pipelines, funnels, and client workflows in one place.

Offers

Done-For-You OpenClaw Setup — We Build It, You Run It

Our team builds and configures your OpenClaw automation. Custom workflows, integrations, and training included.