Workflow
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.
>_Done For You SetupWithout automation
The problem
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. By Wednesday half the deals have moved. Leadership is making decisions based on stale data. The worst part: when the person who builds the report is sick or on vacation, the report just does not happen.
How it works
The automation
Monday 7:00 AM Cron
Runs on your configured schedule, no manual trigger needed
Pull live pipeline data
Saves 15 min/reportOpenClaw queries your CRM for all open deals: stage, value, close date, last activity date, and owner.
Calculate key metrics
Saves 10 min/reportOpenClaw computes weighted forecast (value multiplied by 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
Saves 10 min/reportAI turns the numbers into 3-5 plain-English insights: who is closest to quota, what is stuck, and what has moved since the last report.
Update the Google Sheet dashboard
Saves 8 min/reportData writes to a shared Google Sheet: forecast tab, stage breakdown, deal-level detail, and a history row for tracking trends over time.
Post to Slack
Saves 2 min/reportA Slack message goes to your sales channel with the top-line numbers, the AI summary, and a link to the full sheet.
Report in Slack with AI Insights
Weighted forecast, stale deal flags, and plain-English analysis delivered automatically
With OpenClaw
What changes
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.'
Integrations
What you will need
This workflow connects HubSpot, GoHighLevel, Google Sheets, OpenAI, and Slack. Most of these have pre-built skills on ClawHub that install in under a minute. If you are already using these tools, you are halfway to having this workflow live.
OpenClaw runs on your own VPS ($5-15/month) and connects to these services via their APIs. You bring your own API keys.
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Common questions
Frequently asked questions
Want this workflow
running this week?
The $19 workshop covers OpenClaw setup, security, your first workflow, and connecting to channels. From there, deploying workflows like this one is straightforward.
Written by
Kevin Jeppesen
Founder, The Operator Vault
Kevin is an early OpenClaw adopter who has saved an estimated 400 to 500 hours through AI automation. He stress-tests new workflows daily, sharing what actually works through step-by-step guides and a security-conscious approach to operating AI with real tools.
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