Pipeline follow-up tracker

Notice when a deal's next step has stalled and hand the rep one specific action, not another report on how the quarter is going.

macOS — coming soonSee the automation
Sales / AUTOMATE.md

Every Friday at 11am, compare close dates against last activity, then email each rep only the deals that went quiet.

Ready-made: Close date sweep

The job, and what good looks like.

A deal marked next step as call in Thursday has not moved in a month, and the rep finds out while reviewing their own list at the end of the quarter. This workflow watches the next step rather than the deal. Each opportunity is checked for a recorded action with an owner and a date, and for activity that matches what that step promised: an email sent, a meeting held, a document shared. Where the two disagree, the deal is listed as stalled, with the specific step that was missed and the date it was due. Reps receive their own list, short enough to work through, with one suggested action per deal rather than a dashboard describing the quarter. A step that is deliberately paused is marked paused with a review date, so a real decision not to work a deal is not reported back as neglect. Slipped close dates are checked against the same record, which is usually where the disagreement between a rep and a forecast turns out to live. A human still decides which stalled deals deserve another push and which should be closed out.

When it is handled

  • No next step without a date
  • Stalled deals listed the week they stall
  • One action per alert, not a report
  • Reps work their own list

Works with tools like

  • Clari
  • Salesforce
  • Salesloft
  • Outreach

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Close date sweep

Every Friday at 11am, compare close dates against last activity, then email each rep only the deals that went quiet.

Every Friday at 11:00am

You stay in charge.
At every step.

It does the legwork. You decide what reaches a customer.

  • Nothing reaches a customer unasked

    Replies and follow-ups wait in your drafts until you send them, or until you pre-approve them.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the CRM and inbox you allow

    Each automation reaches only the apps and folders you connect for it.

Close date sweep

Approve before it sends the email?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your CRM's workflow rules

Updating fields and assigning records the same way every time.

They can't read a call, research a company or write a follow-up that sounds like you.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Drafting a reply when you ask for one.

Nothing happens until you come back and ask again, and the routine lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Related workflows.

Deal risk alerts

Flag a deal the moment it goes quiet, loses a stakeholder, or slips its date, while a rep can still act on it.

5 automations

Proposal assembly checklist

Assemble the pricing, the approved terms, and the proof the buyer asked for into one packet, with each missing piece named before the send.

1 automation

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon