pipeline-review
Pipeline Review
Surface deal risks as they emerge — before a winnable deal silently becomes a lost one.
Risk Categories
1. Engagement Risk (Stakeholder Silence)
Signals that key contacts have gone quiet:
| Signal | How to detect | Severity |
|---|---|---|
| No email in 14+ days | Gmail: search for threads with associated contacts, check last message date | HIGH if deal is In Progress/POC |
| No email in 7-13 days | Same as above | MEDIUM |
| No meeting in 21+ days | Granola: list_meetings + query_granola_meetings for company name |
HIGH if In Progress |
| No upcoming meeting scheduled | Google Calendar: gcal_list_events searching for company/contact name |
MEDIUM |
| One-sided communication | Gmail: check if last 2+ emails are outbound with no reply | HIGH |
2. Momentum Risk (Deal Velocity)
More from extruct-ai/gtm-cowork-skills
key-account-plan
Create comprehensive Key Account Plans for clients/prospects. Use this skill whenever the user mentions 'account plan', 'key account', 'account planning', 'strategic account', 'client plan', 'customer success plan', or wants to create a structured plan for managing an important client relationship. Also trigger when users ask to 'plan for [company name]', 'review account strategy', 'prepare account review', or mention MEDDPICC/MEDDPIC analysis alongside client planning. This skill pulls data from Attio CRM (company records, contacts, deals, notes, emails, call recordings, MEDDPICC scores) and Google Drive, then produces a polished .docx Key Account Plan document and creates summary notes + tasks back in Attio. Even if the user just names a company and says something like 'let's do an account plan' or 'prepare for my QBR with [company]', use this skill.
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1meeting-prep
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1meeting-followup
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1company-people-list
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1deal-intelligence
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