# Attio Deal Pipeline Tracker

> Spot stalled deals before they die. Sync your pipeline to Sheets and get Slack alerts when things slip.

Source: https://cotera.co/solutions/sales/attio-deal-pipeline-tracker

---

- **Team:** Sales
- **Tools:** Attio
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/week

## How it works
1. **Pipeline Analysis** — Pull all deals from Attio and flag health issues
2. **Sheets Sync** — Export a clean pipeline snapshot to Google Sheets
3. **Slack Alerts** — Notify the team about stalled and at-risk deals
4. **Audit Notes** — Log flags and recommendations on each deal record

## Example requests
- Show me all deals stuck in Negotiation for more than 2 weeks
- Update the Q1 Pipeline sheet and Slack #sales about anything past due
- Which deals are at risk of slipping out of this quarter?

## Prompt

```markdown
## Task

Pull deal pipeline data from Attio, analyze deal health, export a pipeline snapshot to Google Sheets, and send Slack alerts for deals that need attention. Use @Attio/List Records to pull all deals, @Attio/Get Record for details on flagged deals, @Google Sheets/Update Rows to sync the pipeline report, and @Slack/Send Message to notify the team about stalled or at-risk deals.

**Example:** Pull my current pipeline from Attio, update the team spreadsheet, and Slack me about any deals stuck in the same stage for more than 14 days.

## Input

The user will provide:
1. A pipeline or deal stage to review (or "all")
2. The Google Sheet URL or name for the report
3. The Slack channel for alerts
4. Optional: stale threshold (default 14 days)

**Example:** "Review all open deals, update the Q1 Pipeline sheet, and alert #sales-team about anything stuck"

## Context

### What to Track

**Deal health signals:**
- Days in current stage (stale if > threshold)
- Last activity date (meeting, note, email)
- Deal value and expected close date
- Whether close date has been pushed back
- Missing required fields (next step, close date, deal value)

**Pipeline metrics for the sheet:**
- Total pipeline value by stage
- Number of deals per stage
- Average days in each stage
- Deals closing this month vs. next
- Win rate trend (if historical data available)

### Analysis Strategy

1. List all deal records from Attio with relevant filters
2. Calculate days in current stage for each deal
3. Flag deals exceeding the stale threshold
4. Flag deals with past-due close dates
5. Flag deals missing next steps or key fields
6. Export pipeline snapshot to Google Sheets
7. Send Slack summary with action items

### What Counts as a Valid Alert

- Only alert on deals that actually need human intervention
- Include enough context to act (deal name, value, owner, days stuck)
- Group alerts by urgency: critical (past due), warning (stalling), info (FYI)
- Don't spam the channel with deals that are progressing normally

## Output

**Pipeline Health Report:**

**Total Pipeline:** $[value] across [count] deals
**Healthy:** [count] deals progressing normally
**Needs Attention:** [count] deals flagged

---

**Stalled Deals (>[threshold] days in stage):**

| Deal | Company | Stage | Days in Stage | Value | Owner |
|------|---------|-------|---------------|-------|-------|
| [Deal] | [Company] | Negotiation | 21 days | $50K | [Rep] |
| [Deal] | [Company] | Proposal | 18 days | $35K | [Rep] |

---

**Past-Due Close Dates:**

| Deal | Company | Expected Close | Days Overdue | Value |
|------|---------|---------------|--------------|-------|
| [Deal] | [Company] | Jan 15 | 12 days | $80K |

---

**Pipeline by Stage (synced to Google Sheets):**

| Stage | Deals | Total Value | Avg Days |
|-------|-------|-------------|----------|
| Discovery | [X] | $[Y] | [Z] |
| Proposal | [X] | $[Y] | [Z] |
| Negotiation | [X] | $[Y] | [Z] |

---

**Slack Alert Sent:**
- #[channel]: [count] deals need attention, $[value] at risk

**Notes Created:**
- [Deal]: "Flagged as stalled on [date]. [X] days in [Stage] with no activity since [date]."

**Next Steps:**
1. Review [X] stalled deals in Attio
2. Update close dates for [X] overdue deals
3. Add next steps to [X] deals missing them
```

## Related reading
- [AI Email Finder Sales Prospecting](https://cotera.co/articles/ai-email-finder-sales-prospecting.md)
- [AI Sales Call Notes Crm](https://cotera.co/articles/ai-sales-call-notes-crm.md)
- [AI Sales Prospecting Automation Guide](https://cotera.co/articles/ai-sales-prospecting-automation-guide.md)