Pipedrive Agent that automates deal reviews call logs pipeline value
Sales & CRM pipedrive.com
This page describes the Katteb Agent for Pipedrive, an AI-driven assistant that works inside your private browser session to read and update Pipedrive records. It is for sales reps and managers who want lists of untouched deals, a monthly pipeline summary, and automated logging of calls and notes.
What a Pipedrive agent does
The jobs people usually do here by hand. Tap one in the app and it becomes a plan.
- Open Pipedrive and list the deals not touched in 7 days, with their value.
- Summarise my Pipedrive pipeline: deals per stage and expected value this month.
- Log the calls and notes I give you on the right deals in Pipedrive.
Anything else you would do in this site by hand can be described in your own words: the planner turns it into a plan you approve before it runs.
What people use it for
List deals not touched in 7 days with value
Open Pipedrive, find deals with no activity or updates in the last seven days, and return a sortable list that shows each deal name, pipeline stage and monetary value. The agent produces a single report with a screenshot of the Pipedrive view and totals per owner.
Summarize pipeline per stage and expected value
Scan your selected pipeline and count deals by stage, then calculate the expected value for the current month using each deal’s value and expected close date. The agent gives a stage-by-stage breakdown and a short list of deals likely to close this month.
Log calls and attach notes to the right deals
Tell the agent call details or paste meeting notes; it will find the matching deal in Pipedrive, add a note and create or update the call activity on that deal. Each run returns the updated deal link and a screenshot showing the new note.
Why it is worth it
- See at-a-glance which deals are at risk because they lack recent activity.
- Get a monthly expected-revenue snapshot broken down by pipeline stage.
- Keep your team’s call logs and notes attached to the correct deals without manual entry.
- Runs inside your private Katteb browser so credentials are never shared with Katteb.
Questions people ask
How does the agent access my Pipedrive data?
The agent uses a private Chrome browser on Katteb servers and acts like you: you sign in once in that browser, and the agent clicks, reads and types inside the Pipedrive web app. Katteb never sees your password and the agent stops if a site asks for credentials.
Will it change deals or create activities automatically?
You approve a run plan before the agent acts. It can create or update notes and activities when you ask, and can be scheduled to run now, daily or weekly. Be aware that automated activity in third-party accounts may carry a risk of restriction; we do not guarantee it is undetectable or risk-free.
Which Pipedrive views and outputs does the agent produce?
The agent returns a concise report plus screenshots: lists of stale deals with values, a pipeline summary by stage with expected values for the month, and confirmations showing call notes logged to specific deals.
Related agents
HubSpot
Deals, contacts and overdue tasks
Salesforce
Opportunities, leads and overdue tasks
Zoho CRM
Today's leads, follow-up deals and contact updates
Clay
Tables, leads, verified emails, credits
Apollo
Lead lists sequence reports company enrichment
Instantly
Campaign sends, opens, replies, and bounces