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AutomationWeekly pipeline

A weekly pipeline overview with AI

Every Monday, an overview of your open quotes by stage.

Weekly pipeline is ready-made automation in Altramano for sales: every Monday, an overview of your open quotes by stage.

It works with Microsoft Outlook.

Ready-made automation · department Sales

What it does

Every Monday morning you get a pipeline overview from the "Quotes" table: the number and the amount per status, the largest open quotes, and the quotes that need attention this week.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does a weekly pipeline overview work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Every Monday morning you get a pipeline overview from the "Quotes" table: the number and the amount per status, the largest open quotes, and the quotes that need attention this week.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For sales: leads, quotes and follow-up. How fast you answer decides your chances. Those hours go into calling and visiting, instead of into retyping quotes and keeping track of follow-up.

This department comes into play in installation companies, wholesale, consultancies and business services, property and estate agents, landscaping and grounds maintenance and staffing and recruitment agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

Use this templateBook a demo

Frequently asked questions

What do I need for Weekly pipeline?

Microsoft Outlook and a Altramano environment.

Which department is Weekly pipeline for?

Sales, in industries such as installation companies, wholesale and consultancies and business services.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

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All 11 templates for sales

Templates are updated in your Altramano environment.

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