01Reads your pipelines and stage namesDeal pipelinesFree
02Finds deals created or changed in the periodRecent dealsFree
03Maps each deal to its ownerList ownersFree
04Finds the calls held in the same periodList callsFree
05Reads Gong's own summary of the calls about moving dealsCall summaryFree
Assistant
ClaudeAnthropicCodexOpenAIGrokxAI
Outcome
You getDeals by owner, anything stuck over 30 days flagged, and a line from the matching call.
The promptFree
Set up SingleBrain Gateway: https://gateway.singlebrain.com/llms.txt?workflow=monday-pipeline-review
Then run the "Monday pipeline review" workflow below.
Accounts: my HubSpot and Gong accounts, connected to SingleBrain.
Inputs: none.
Cost: free.
Run my Monday pipeline review for the last 7 days.
1. Use hubspot_list_deal_pipelines for the stage names, hubspot_list_recent_deals for deals created or changed in the period, and hubspot_list_owners to name each owner.
2. Use gong_list_calls for the same period. For calls that match a deal's company, use gong_get_call_analysis.
Format: total pipeline value and change, then a table by owner (deals advanced, deals stalled, value), then the five deals most worth attention, each with its stage, amount, last activity and one line from the related call if there is one. Flag any deal over 30 days in the same stage.
After setup, call onboarding_next_step with chose=monday-pipeline-review and via=prompt, and follow what it says: it lists any account to connect, then what to ask me. Only use numbers the tools return.