Prompts
Pre-built prompt templates for common CRM analysis tasks.
Prompts are pre-built templates that structure how an AI assistant analyzes your CRM data. Instead of crafting the perfect question each time, invoke a prompt and let the assistant pull the right resources and tools automatically.
contact_summary
Generate a comprehensive overview of a contact, including their interactions, open tasks, associated deals, and suggested next actions.
Arguments
| Argument | Type | Required | Description |
|---|---|---|---|
contact_id | string | Yes | The ID of the contact to summarize |
Invocation
Ask your AI assistant:
"Use the contact_summary prompt for contact usr_abc123"
Or in an MCP client that supports prompt selection, choose contact_summary and provide the contact ID.
Output Structure
The prompt instructs the assistant to produce:
## Contact Overview
- Name, company, role, and key fields
- Pipeline stage and deal value (if any)
## Recent Interactions
- Last 10 emails, calls, and meetings (chronological)
- Sentiment and key topics extracted
## Open Tasks
- Pending tasks assigned to the contact or related to them
- Overdue items highlighted
## Associated Deals
- Active opportunities linked to this contact
- Current stage, expected close date, and value
## Suggested Actions
- Follow-up recommendations based on interaction gaps
- Stale deal warnings
- Missing data fields to completepipeline_review
Analyze pipeline health with stage distribution, stagnant deals, and revenue forecasting.
Arguments
| Argument | Type | Required | Description |
|---|---|---|---|
pipeline_name | string | No | Name of the pipeline to review. If omitted, reviews the default pipeline. |
Invocation
Ask your AI assistant:
"Run a pipeline review"
Or specify a pipeline:
"Use the pipeline_review prompt for the enterprise_pipeline"
Output Structure
## Pipeline Health
- Total active deals and combined value
- Average deal age and velocity
## Stage Distribution
- Deal count and value per stage
- Conversion rates between stages
## Stagnant Deals
- Deals with no activity in the last 14 days
- Deals past their expected close date
## Revenue Forecast
- Weighted pipeline value (deal value x stage probability)
- Expected closes this month and next month
## Recommendations
- Deals to prioritize
- Stages with bottlenecks
- Suggested actions to unblock stalled dealsweekly_report
Generate an executive summary of CRM activity for a given week, covering new records, pipeline movement, task completion, and key metrics.
Arguments
| Argument | Type | Required | Description |
|---|---|---|---|
week | string | No | ISO week in YYYY-Www format (e.g., 2026-W15). Defaults to the current week. |
Invocation
Ask your AI assistant:
"Generate a weekly report"
Or for a specific week:
"Use the weekly_report prompt for 2026-W14"
Output Structure
## Executive Summary
- One-paragraph overview of the week's highlights
## New Records
- Contacts created this week (count and notable entries)
- Companies added
- Opportunities opened
## Pipeline Activity
- Deals that changed stage
- Deals closed (won and lost) with values
- Net pipeline value change
## Task Metrics
- Tasks created vs. completed
- Overdue tasks at week end
- Top contributors by task completion
## Interactions
- Emails sent and received
- Calls logged
- Meetings held
## Key Takeaways
- Wins and positive trends
- Areas needing attention
- Priorities for the upcoming week