The first instruction is a gate: establish that the stage actually changed, and end the run there when it did not. Everything else in this agent is conditional on passing it. Claude Code is reliable on structured sequences of that sort, which matters when the correct behaviour on most events is to do nothing and say nothing.
Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
Camila Rojas
Banco Sur renewal, three year term
EmailEnterprise pipeline, Decision Maker Bought-In to Contract Sent
Note145,000 USD, close date 30 September, moved this morning after 41 days in Decision Maker Bought-In. The most recent activity is a note from Camila saying procurement has signed off and the master agreement is sitting with their legal team. Three other open deals exist against the same company.
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect HubSpot
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Pipeline rules
How your pipeline is meant to move: which stages carry a clock and how many days it runs for, the deal size that earns its own line, what you expect to be filled in when a deal closes lost, and which moves are routine enough to pass without a message.
Runs on Claude Code
Preselected for this page — connect your Claude Code account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
A logged call and a corrected amount both carry real content and neither is a move. Stopping on an event full of substance is a discipline rather than a shortcut.
Forwards or backwards is knowable only from the pipeline sequence, so the pipeline is fetched before the move is described. Multi step work in a fixed order is this harness at home.
Two stage changes really did happen, so two events arrive and both pass the gate. What bounds the noise is your rules, since moves inside the same part of the pipeline can be declared routine and pass without a line. A correction into and out of a stage that carries a clock is arguably worth seeing anyway.
Free to start. Guided setup, a test run against staged conversations, and it's live.