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Josh Frenette
CASE STUDY Multi-agent revenue operations system

Pipeline Review Agent

A Claude-runtime multi-agent system that reads live pipeline from Salesforce and Domo, reviews it across six specialized agents, and delivers a written regional pipeline report to my inbox every morning, before the first standup.

RUNTIMEClaude agent runtime
SOURCESSalesforce · Domo
AGENTS6 specialized + orchestrator
CADENCEDaily · 6:00 AM
OVERVIEW

The morning pipeline review, done before you wake up.

Reviewing regional pipeline by hand means pulling Salesforce reports, cross-checking Domo dashboards, and reconstructing what changed since yesterday, every single morning. It's an hour of work before any decisions get made.

This system does it autonomously. Six Claude agents each own a slice of the review, an orchestrator brain routes between them, and the output is a crisp written report covering changes, trends, new and closed opportunities, and recommended next steps by region.

6
specialized agents
2
live data sources
~55m
saved every morning
ARCHITECTURE

How the system is wired.

Data flows left to right: live sources feed the orchestrator, which fans work out to six agents, then composes their findings into one report.

DATA SOURCES
Salesforce
Opportunities, stages, owners
Domo
Trends, targets, BI datasets
CLAUDE RUNTIME · ORCHESTRATOR BRAIN
Pipeline Orchestrator
Ingestion
pulls + normalizes
Change
day-over-day diff
Trend
velocity + forecast
Opportunity
new + closed
Risk
stalls + slippage
Narrative
writes the report
OUTPUT
Morning Pipeline Report
Trends Next steps
Delivered to inbox · 6:00 AM
THE AGENTS

Six agents, one brain.

Each agent has a narrow job and its own tools. The orchestrator decides the order, passes context between them, and resolves conflicts before the report is written.

AGENT 01

Ingestion Agent

Pulls opportunities and datasets from Salesforce and Domo, normalizes fields, and scopes to the target regions.

AGENT 02

Change Agent

Diffs today against yesterday, what moved stage, changed amount, slipped close date, or switched owner.

AGENT 03

Trend Agent

Reads velocity, coverage, and win-rate trends against targets, and flags where a region is drifting.

AGENT 04

Opportunity Agent

Surfaces net-new opportunities and freshly closed deals, won and lost, with the context behind each.

AGENT 05

Risk Agent

Hunts for stalled deals, aging stages, and forecast slippage that threatens the quarter.

AGENT 06

Narrative Agent

Composes every agent's findings into a clear, prioritized report with concrete next steps.

THE OUTPUT

A report like this, every morning.

Anonymized example of the 6:00 AM email. Names and numbers are illustrative.

P
Pipeline Review Agent
to Josh · 6:00 AM
DAILY DIGEST

Pipeline Review, West + Central, Tue Jun 30

OPEN PIPE
$18.4M
▲ 3.1% d/d
COVERAGE
3.2x
▼ below 3.5x target
NEW OPPS
7
$2.1M added
SLIPPING
4
$1.6M at risk

Summary

West is tracking to plan, open pipe grew $560K overnight on seven new opportunities, but coverage slipped to 3.2x after two Central deals pushed out of the quarter. Net-new bookings look healthy; the watch item is stage-2 aging in Central, where four deals have sat 21+ days without movement.

Notable changes

Northstar Logistics moved Proposal → Negotiation · $480K · West
Cedar Foods close date slipped Q3 → Q4 · $720K · Central
Vantage Retail Closed Won · $310K · West

Trends

  • West win-rate up to 27% over trailing 30 days
  • Central stage-2 dwell time rising, now 19 days avg
  • Inbound-sourced deals closing 1.4x faster

Recommended next steps

  • Review the 4 aging Central deals in today's standup
  • Confirm Cedar Foods slip reason with the AE
  • Add coverage in Central to close the 0.3x gap
Generated by 6 agents · sources: Salesforce, Domo run 06:00:04 · 38s