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JuicyAgents

Pipeline Keeper

Keep your lead pipeline in a sheet from Gmail

Pipeline Keeper is an AI agent you set up in the ChatGPT, Claude, Grok, ChatGPT dot, Gemini, OpenClaw or Hermes Agent you already use. When you ask, or daily if you schedule it, it reads Gmail, adds new leads to a Google Sheet, keeps follow-up dates current and tells you who needs a reply and who has gone quiet.

Pick your AI for the steps and the prompt

About each AI:ChatGPT WorkClaude CoworkGrok BotOpenAI DotsGemini TaskOpenClawHermes Agent

Checked 29 Oct 2026. Not run by JuicyAgents yet. Written from each AI’s official docs; the example is illustrative.

Lead pipeline
LeadCompanyStageWaiting onFollow up by
EditedBen OrtizCorner BakeryProposal sentThem2026-10-21
Maria LopezGym 24Proposal sentThem2026-10-14
NewPriya ShahOakline DentalNew leadYou2026-10-21
Pipeline
Pipeline Keeper · report after the run

1 new lead, 1 row updated, 2 skipped

  • New leadPriya Shah, Oakline Dental, quote for three outdoor signsNeeds your reply
  • Corner BakeryWaiting on them since Ben's reply on 16 October21 October
  • Gym 2412 days since your proposalGone quiet
  • Next stepask if the proposal fits
  • Skippedsupplier newsletter and a colleague's email
Illustrative example for fictional Northfield Signs, Wednesday 21 October 2026Showing 5 of the sheet’s 12 columns.

How it works

What it does for you, and what it leaves to you.

Small teams lose deals in the inbox: a quote goes unanswered, a follow-up is forgotten, and a paid CRM feels like too much. Keeping a spreadsheet by hand is the first thing to slip in a busy week.

One agent reads your recent email and keeps a simple pipeline sheet up to date. It adds new leads and refreshes its own columns, but never changes your stages or notes, never deletes rows, and never sends, drafts or labels email.

You stay in charge. Check new rows and the Unsure list, and add senders to your never-track rules. Reply to leads and move them between stages yourself; the agent keeps only the dates and suggestions.

You get

  • An updated pipeline sheet: new leads added, and last contact, who it is waiting on, a follow-up date and a next step refreshed
  • A short report of who needs your reply, who has gone quiet and threads that might be leads

It never

  • Reply to a lead, or send, draft, label, archive or delete email
  • Open links or download attachments in email
  • Change a Stage or Notes you set
  • Delete, reorder or merge rows
The sheet it works withGoogle Sheets CRM templateFree · Google Sheets, Excel or CSV

The sheet it keeps

The example above, in words.

1 new lead, 1 row updated, 2 skipped. New lead: Priya Shah, Oakline Dental, quote for three outdoor signs. Needs your reply by 21 October. Corner Bakery: Waiting on them since Ben's reply on 16 October, follow up by 21 October. Gym 24: Gone quiet, 12 days since your proposal; next step: ask if the proposal fits. Skipped: supplier newsletter and a colleague's email.

Settings

The setup prompt starts with the defaults, marked here.

Report view

Choose what the report starts with; the sheet rules stay the same.

  • Needs reply first (default)
  • Changes first

Follow-up days

Working days to wait for their reply before a lead counts as gone quiet.

  • 2 working days
  • 3 working days (default)
  • 5 working days

Schedule

Daily runs at the end of your working day. Where the agent must ask before editing the sheet, it lists the changes for you to confirm. When I ask creates no schedule.

  • When I ask (default)
  • Daily

Your pipeline rules

Optional: your own domains, senders never to track and what counts as a lead for you. Include only information you may share.

Optional. Empty unless you fill it in.

Check the first result

Each setup page has a fictional exercise to paste first. A good answer to it meets all of these.

  • Priya Shah is a new row with Stage New lead, Waiting on You and Follow up by 2026-10-21, because today is earlier than her Friday deadline.
  • Corner Bakery is updated to Last contact 2026-10-16, Last from Them, Waiting on Them and Follow up by 2026-10-21; its Stage and Notes stay as they were.
  • Gym 24 is reported as gone quiet, 12 days since its last contact, and its row is not changed.
  • The vinyl newsletter and the colleague's email are skipped with their reasons, and no row is deleted or merged.
  • Nothing is sent, drafted or labeled, and the fictional run writes nothing.
  • Changing the report view changes the order of the report while the rows stay the same.

Questions people ask

Is Pipeline Keeper free?
The setup guide and prompt are free. ChatGPT, Claude, Grok and Gemini need a paid plan. OpenClaw and Hermes Agent are free and open source, but they run on your own computer and you pay your model provider.
Does it reply to leads?
No. It reads email and keeps the sheet current. You reply to leads and change each Stage yourself. It never sends, drafts or labels email.
How does it decide who is a lead?
A lead is someone outside your own email domains writing about buying from you, such as an enquiry, a quote request or a proposal. It skips newsletters, suppliers, job applicants and colleagues, and lists unclear threads under Unsure for you to check.
Can it run every day on its own?
Yes, if you choose Daily. Where editing the sheet needs your approval, a daily run lists the planned row changes for you to confirm. With Gemini, OpenClaw and Hermes Agent, daily runs never write to the sheet; you apply the changes in a chat.
Does it work with Outlook or a CRM?
This version reads Gmail and writes to a Google Sheet. It’s a simple pipeline, not a full CRM.

Have us set it up

Rather not set it up yourself?

We set up Pipeline Keeper in your own accounts and the AI you already pay for, test it on your real work, and hand it over with a short walkthrough.

From $299

  • Runs in your accounts; you own everything
  • Tested before handover
  • Money back if we can’t make it work
Request a setup