Pipedrive Deal Assistant
Researches every new Pipedrive deal the minute it is created, writes the note and books the first follow-up your playbook calls for, and sends the owner one line in Slack.
A new deal with four fields filled in is not a lead, it is a reminder. This agent runs the moment a deal is created: it reads the record, checks what you have done with that company before, writes the research note a rep would have written on the plane, books the first follow-up your playbook calls for, and sends the owner one line in Slack. It never touches value or stage, so the pipeline numbers stay yours.
## What people use it for
- **First follow-up never slips** - Every new deal ends up with an activity already on the owner's calendar, dated by your playbook rather than by whoever remembered. Nothing sits untouched for a week because a rep was in back to back calls.
- **Reps open a briefed deal** - The note says who the company is, what they asked for in their own words, and what is still unknown. The first call starts from that instead of from a blank record and a phone number.
- **Returning accounts get spotted** - Before writing anything the agent searches your won and lost deals for the same company or contact. A second attempt is treated as a second attempt, and nobody pitches an account that churned last year as though it were new.
- **Big deals reach a person** - Your handoff rules decide what the agent will not work on its own: a value above your threshold, a named account, a legal or security signal. Those still get the note, then a Slack line that says a human should take it now.
## Before you fork
**What do I need to connect before it runs?**
A Pipedrive credential that can read deals and create notes and activities, plus the Slack channel your deal owners watch. Then you write two things in your own words: your playbook, meaning which first activity you book for each deal size or source, and your handoff rules. The staged deals in Setup let you read the note and the activity it would create before it ever touches a real record.
**Will it change my pipeline data?**
No. It writes one note and one activity per deal and nothing else. Value, stage, pipeline, owner and probability are off limits, so your forecast and your reporting are unaffected. If it thinks a field is wrong or missing, it says so in the note and leaves the field alone for a human.
**What does it cost to run?**
One short run per deal created, so the cost follows how many deals you open rather than how large your CRM is. A team opening 15 deals a day is 15 small runs a day. If you import event lists or scraped lists in bulk, every row becomes a deal and every deal becomes a run, so import those into a pipeline this trigger does not watch.
