Build a pipeline report from your CRM
Pull open deals from HubSpot, group by stage and owner, and create a summary report in Google Docs
Overview
When someone asks where the pipeline stands, pulling and formatting the data yourself breaks your focus. This template builds the report for you—grouped, calculated, and saved to Google Docs—so you can answer the question without dropping what you're working on.
How it works
- Pulls all open deals from HubSpot closing in the next 30 days
- Groups deals by stage and owner
- Calculates total projected value per stage
- Creates a Google Doc with a summary table and written overview
- Saves the report to your specified folder
Who this is for
Sales ops and RevOps managers who need pipeline reports on demand without the manual data pull.
Suggested prompt
Pull all open deals from HubSpot where the close date is within the next 30 days. Group them by stage and owner, calculate total projected value per stage, and create a Google Doc called "Pipeline Report - [1. Todays date]" in [2. Folder name] with a summary table and a short written overview of where deals stand.
Frequently asked questions
Can I change the time window?
Yes, adjust next 30 days in the prompt to any timeframe you need.
What if I use Salesforce instead of HubSpot?
Swap HubSpot for Salesforce in the prompt and connect Salesforce to your MCP server.
Can I add more groupings?
Yes, modify the prompt to group by region, deal size, or any other field in your CRM.
Can I save the report to Notion instead?
Yes, replace Google Docs with Notion in the prompt and connect Notion to your MCP server.