LatchLoop

Build Close agents for pipeline review and deal follow-up

Rank opportunities by the concrete follow-up they need, with the activity and owner evidence behind each recommendation.

Example outcome

Produce a deal queue ranked by the follow-up it needs.

Agent examples

Workflow guides for Close

2 guides

Pipeline review workflow Sales and revenue teams

Create a Close pipeline review agent

Give sales leaders an evidence-backed recovery queue instead of a generic stale-deal report.

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Combined plugin workflow Sales and account teams

Draft Close deal follow-up from Gmail

Use the latest customer words without losing the deal owner, stage, and prior commitments in Close.

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Find the deals with no credible next move

Close can give an agent opportunity status, contacts, ownership, tasks, communication history, and activity. A pipeline review should focus on stalled work: overdue commitments, absent owners, old next steps, and opportunities whose recent activity contradicts their status.

Set the pipeline, stage, date range, and review rules. The agent should not treat every quiet deal as lost or every recent email as progress. It needs to cite the specific activity and explain what action or decision is missing.

Add Gmail for the current conversation

Close contains the structured opportunity record. Gmail may contain a newer thread, especially when correspondence happened outside synced activity. The combined workflow matches participants and account context, then drafts a reply and proposed Close updates. It preserves rep-authored notes and leaves sending, stage changes, and task creation for approval.

Combine plugins

Build richer agents by pairing Close with complementary context

Outcome pages can describe combinations: one plugin for source context, another for project tracking, and another for delivery or notifications. Use Close as one layer in a larger agent workflow when the outcome needs more than one connected app.

Available plugin capabilities

close-developer-docs

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