Pipeline ARR Movement Tracker
Pulls every open deal from your connected CRM, stores a daily snapshot in its own database, diffs it against yesterday to flag new deals, stage transitions, closed-won, closed-lost, and ARR shifts, then sends an HTML digest grouped by stage with day-over-day deltas, top movers, and a pipeline summary.
Agent snapshot
Built for software saas work, not a generic template.
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Sample input
Build an agent to pipeline ARR Movement Tracker. Use HubSpot and Google Sheets. Focus on operations. Return a ready-to-review result after each run.
Sample output
Every weekday morning, snapshots your CRM pipeline, computes stage and ARR deltas vs yesterday, and emails leadership the deals that actually moved.
Workflow brief
Where Pipeline ARR Movement Tracker fits in a software saas automation system
Pipeline ARR Movement Tracker is designed for a specific recurring job: pulls every open deal from your connected CRM, stores a daily snapshot in its own database, diffs it against yesterday to flag new deals, stage transitions, closed-won, closed-lost, and ARR shifts, then sends an HTML digest grouped by stage with day-over-day deltas, top movers, and a pipeline summary. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses HubSpot and Google Sheets as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
Read configured filters and resolve the CRM connection
Fetch deals matching the filters with stage, amount/ARR, owner, and last-modified fields
Look up yesterday's snapshot row in the agent database keyed by date
Compute deltas: added, removed, stage_changed, arr_changed, won, lost; drop changes below the ARR threshold
Aggregate per-stage counts, totals, and net ARR movement; rank top movers
Render an HTML report using the configured tone and format options
Integrations used
Pipeline ARR Movement Tracker connects HubSpot and Google Sheets.
HubSpot
Connected in this agent
Google Sheets
Connected in this agent
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Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your software saas workflow.
Plans start at €20/mo