Pipeline Pulse
What does Pipeline Pulse do?
Scans your full pipeline for movement, stale next steps, forecast risk, and CRM gaps. Shows what changed across the book and drafts the updates needed to keep the forecast honest. It comes with 3 skills and 1 opt-in routine, and needs no integrations.
What the bot knows before your first chat. Your setup answers are added to it.
- Learns your preferences during setup.
- Agent orchestrationCoordinate a persistent pinned specialist, scoped subagents, adaptive armies, renameable folders, and auditable synthesis.
- humanizerMake drafts sound natural and specific while preserving every sourced fact, number, commitment, and uncertainty.
- Pipeline pulsePull multi-source signals and draft CRM next-step notes without inventing activity.
Nothing runs on a schedule unless you say yes. After setup the bot offers each routine once.
- Weekday pipeline pulseDisabled by default. Scan an approved opportunity view for new signals, stale next steps, and forecast risk.Offered on opt-in
- None needed.
How do I install Pipeline Pulse in Hermes Agent?
Pipeline Pulse is not ready for Hermes Agent yet. We are converting it for Hermes. Get the weekly email to hear when it is ready.
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