> ## Documentation Index
> Fetch the complete documentation index at: https://v1-docs.adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# AI pipeline management workflows

> See how Adapt helps revenue teams automate pipeline management, identify deal risks, and prepare updates

Step-by-step workflows for analyzing pipeline, tracking deals, and improving sales performance.

## Pipeline Health Check

**Goal:** Quick overview of pipeline status

```
What's our pipeline by stage and expected close date?
```

**Requires:** HubSpot (`HUBSPOT_ACCESS_TOKEN`)

## Stuck Deals

**Goal:** Identify deals that need attention

```
Which deals have been in the same stage for more than 2 weeks?
```

**Requires:** HubSpot (`HUBSPOT_ACCESS_TOKEN`)

## Prospect Research

**Goal:** Prepare for sales calls

```
Research [company] and summarize what I need to know for my call
```

**Requires:** Web search (built-in), optionally Gmail for email history

## Win/Loss Analysis

**Goal:** Understand what's working

```
What's our win rate by lead source this quarter?
```

**Requires:** HubSpot (`HUBSPOT_ACCESS_TOKEN`)

## Related

> [card] [HubSpot Integration](https://v1-docs.adapt.com/docs/integrations/hubspot.md)
>
> Connect your CRM

> [card] [Sales Use Cases](https://v1-docs.adapt.com/docs/use-cases/sales.md)
>
> More sales workflows


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