Pipeline Review

Surface deal risks as they emerge — before a winnable deal silently becomes a lost one.

Risk Categories

1. Engagement Risk (Stakeholder Silence)

Signals that key contacts have gone quiet:

Signal	How to detect	Severity
No email in 14+ days	Gmail: search for threads with associated contacts, check last message date	HIGH if deal is In Progress/POC
No email in 7-13 days	Same as above	MEDIUM
No meeting in 21+ days	Granola: list_meetings + query_granola_meetings for company name	HIGH if In Progress
No upcoming meeting scheduled	Google Calendar: gcal_list_events searching for company/contact name	MEDIUM
One-sided communication	Gmail: check if last 2+ emails are outbound with no reply	HIGH

2. Momentum Risk (Deal Velocity)

Signals that the deal is losing speed:

Signal	How to detect	Severity
Stuck in stage 30+ days	Attio: compare created_at or stage change date vs today	HIGH
Stuck in stage 14-29 days	Same	MEDIUM
No deal value set	Attio: value field is empty	MEDIUM if past Lead stage
No associated people	Attio: associated_people is empty	HIGH
Next steps overdue	Attio: check tasks linked to deal with past deadlines	HIGH

3. Competitive Risk

Signals that competition threatens the deal:

Signal	How to detect	Severity
Competitor mentioned	Attio: meddpicc_competition field contains named competitors	MEDIUM
Build vs buy tension	Attio: meddpicc_competition mentions internal build	HIGH
"Do nothing" risk flagged	Attio: meddpicc_competition mentions "do nothing"	HIGH
Competition score 0	Attio: meddpicc_competition starts with "0/4" — unknown landscape	MEDIUM (blind spot)

4. Qualification Risk (MEDDPICC Gaps)

Signals that the deal is under-qualified for its stage:

Stage	Expected strong (3-4)	Gap = risk if below 2
POC	Pain, Metrics, Decision Criteria	Any of these below 2 = HIGH
In Progress	Pain, Metrics, Criteria, Competition	Any below 2 = HIGH

Signal	How to detect	Severity
MEDDPICC score = 0	Attio: meddpicc_score is 0 or empty	CRITICAL — deal is unqualified
MEDDPICC score < 40	Attio: meddpicc_score < 40	HIGH
Key dimension at 0 for stage	Parse score from meddpicc_metrics, meddpicc_decision_criteria, meddpicc_competition	HIGH
No budget discussed	Attio: meddpicc_budget_total is empty AND stage is In Progress	MEDIUM

5. Data Risk

Signals that you're flying blind:

Signal	How to detect	Severity
No Granola meetings found	Granola returns empty for company name	MEDIUM
No Attio notes on deal	semantic-search-notes returns empty	MEDIUM
No Gmail threads	Gmail search returns empty	HIGH — no communication trail
All three empty	Combined	CRITICAL — ghost deal

Workflow

Step 1: Identify Target Deals

If the user specifies deals, use those. Otherwise:

1. Call list-records with object: "deals" and filter for active stages (POC, In Progress).
2. Collect all deal record IDs, names, stages, and associated contacts.

Step 2: Gather Signals (Per Deal)

For each deal, run these checks in parallel where possible:

2a. Attio Deal Data

• get-records-by-ids to pull full deal record (MEDDPICC fields, value, stage, confidence, associated people/company, created_at)
• list-tasks filtered to the deal to check for overdue tasks
• list-comments on the deal for recent activity

2b. Email Activity

• gmail_search_messages with the company name or associated contact emails
• Check the date of the most recent message
• Check if the last 2+ messages are outbound-only (no reply)

2c. Meeting Activity

• query_granola_meetings with company name to find recent meetings
• gcal_list_events searching for company/contact name to check for upcoming meetings

Step 3: Score Risks

For each deal, evaluate all risk categories and assign:

• CRITICAL — Immediate action needed. Deal is at serious risk of being lost.
• HIGH — Action needed this week. Multiple warning signs.
• MEDIUM — Monitor closely. Early warning signs present.
• LOW — On track. No significant risks detected.

Overall deal risk = highest individual risk found.

Count the number of HIGH+ signals to determine urgency ranking across deals.

Step 4: Generate Risk Report

Present a prioritized report, sorted by risk level (CRITICAL first):

## Pipeline Risk Report — {date}

### CRITICAL: {Deal Name}
**Stage:** {stage} | **Value:** {value} | **MEDDPICC:** {score}/100
**Days in stage:** {N}

Risk signals:
- {signal 1 with evidence}
- {signal 2 with evidence}

Recommended actions:
1. {specific action with timeline}
2. {specific action}

---

### HIGH: {Deal Name}
...

Step 5: Offer Actions

After presenting the report, offer:

1. Re-engage a specific deal (hand off to deal-reengagement skill)
2. Score a call for a deal that needs MEDDPICC update (hand off to meddpicc-post-call skill)
3. Prep for a meeting with an at-risk account (hand off to meeting-prep skill)
4. Draft a follow-up email to break silence (hand off to meeting-followup skill)
5. Create tasks in Attio for the recommended actions

Attio MCP Tool Reference

Task	Tool	Key parameters
List active deals	list-records	object: "deals", filter by stage
Get deal details	get-records-by-ids	object: "deals", record_ids
Check MEDDPICC fields	Already in deal record	Parse from attributes
List deal tasks	list-tasks	filter by linked deal
List deal comments	list-comments	parent_object: "deals", parent_record_id
Search notes	semantic-search-notes	query with company name

Gmail MCP Tool Reference

Task	Tool
Search for threads	gmail_search_messages (query with company/contact)
Read thread content	gmail_read_thread (thread_id)

Granola MCP Tool Reference

Task	Tool
Find meetings	query_granola_meetings (query with company name)
List recent meetings	list_meetings

Google Calendar MCP Tool Reference

Task	Tool
Check upcoming meetings	gcal_list_events (search for company/contact)

Environment

Variable	Source	Purpose
Attio	MCP (Attio connector)	CRM — deals, MEDDPICC, tasks, notes
Granola	MCP (Granola connector)	Meeting history
Gmail	MCP (Gmail connector)	Email engagement signals
Google Calendar	MCP (Google Calendar connector)	Upcoming meeting check