Skip to main content

Weekly Pipeline Pulse

Start Monday knowing which deals need attention this week

The prompt
Review my emails and Teams messages from the last 7 days. Identify every active prospect or client deal I have been communicating about. For each one:
- Company or contact name
- Last communication date
- Current status based on the conversation (active, waiting for response, stalled, at risk)
- Suggested next action

Flag any deals where there has been no communication for more than 5 days. Sort by urgency.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Account Executive, Sales Manager, Business Development

More for Scheduled Prompts

See all 15 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.