> ## Documentation Index
> Fetch the complete documentation index at: https://adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# AI pipeline management workflows

> See how Adapt helps revenue teams automate pipeline management, identify deal risks, and prepare updates

Step-by-step workflows for analyzing pipeline, tracking deals, and improving sales performance.

## Pipeline Health Check

**Goal:** Quick overview of pipeline status

```
What's our pipeline by stage and expected close date?
```

**Requires:** HubSpot (`HUBSPOT_ACCESS_TOKEN`)

## Stuck Deals

**Goal:** Identify deals that need attention

```
Which deals have been in the same stage for more than 2 weeks?
```

**Requires:** HubSpot (`HUBSPOT_ACCESS_TOKEN`)

## Prospect Research

**Goal:** Prepare for sales calls

```
Research [company] and summarize what I need to know for my call
```

**Requires:** Web search (built-in), optionally Gmail for email history

## Win/Loss Analysis

**Goal:** Understand what's working

```
What's our win rate by lead source this quarter?
```

**Requires:** HubSpot (`HUBSPOT_ACCESS_TOKEN`)

## Related

<CardGroup cols={2}>
  <Card title="HubSpot Integration" icon="hubspot" href="/integrations/hubspot">
    Connect your CRM
  </Card>

  <Card title="Sales Use Cases" icon="handshake" href="/use-cases/sales">
    More sales workflows
  </Card>
</CardGroup>