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Your pipeline has deals that were promising a few weeks ago and then just stopped — a follow-up slipped, and neither side picked it back up. Reviving them properly means re-reading each history so the note does not sound like a canned “just checking in.” Connect Claude to Klipy and it reads each deal’s real history and drafts a tailored re-open for every one.

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Example prompt

Copy this into Claude once it is connected to Klipy:

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What happens

1

Claude resolves your pipeline

Deals live inside a pipeline, so Claude calls list_pipelines first to get a valid pipeline id and its stages.
2

It lists the deals

Claude calls list_crm_records for the deal type in that pipeline to pull the deals it can work through, then judges from each timeline which ones have gone quiet.
3

It reads each deal's history

For each deal, Claude calls get_record_timeline to read the interactions and open items — so every draft references the real last exchange, not a template.
4

It drafts a note per deal

Claude calls draft_email_message for each deal, queuing a personal re-engagement email. Nothing sends — each draft waits for your review.
5

You review and send

Open each draft, edit if you want, and approve the ones you want to send through Klipy’s gated handshake.
Tokens are consumed only when you accept a send — listing, reading histories, and drafting are free.

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Good to know

  • “Went quiet” is judged from the timeline, not a status field. There is no built-in “stalled” flag. Claude infers which deals are cold by reading recent activity per deal, so it works best when you point it at a specific pipeline.
  • Drafting the notes needs a connected email account. draft_email_message requires a connected mailbox and a recipient who already exists as a CRM contact. Without a mailbox it returns a blocked status with guidance.
  • Point Claude at the right pipeline. Listing deals requires a pipeline id. If you run several pipelines, name the one you mean so Claude scopes to it.

Pipeline forecast

See the whole pipeline weighted into a best/likely/worst forecast.

Follow-up emails

Draft a follow-up while a fresh conversation is still warm.

Tool reference

Every tool Claude can call, grouped by scope.
Last modified on July 30, 2026