This AI agent analyzes and reports on your key pipeline trends

The hardest role on a marketing team is the person responsible for hitting pipeline targets. No other number is as directly correlated with revenue, and C-suite and sales watch no other metric as closely. For years, the people in that seat have been doing the analysis by hand — pulling data, spotting trends, and translating insights into communications for half a dozen different audiences. It works, but it takes hours that could be spent on strategy.

This week, Andrew Racine, VP of demand generation at WRITER, shows us the AI agent he built to change that. Every Monday morning, it pulls the latest data from Salesforce, analyzes trends, surfaces opportunities, and flags potential issues — then delivers a comprehensive pipeline report directly to Andrew in Slack before he’s had his first cup of coffee.

What makes Andrew’s agent different from a simple automated report is the intelligence baked into it. Andrew has spent years developing specific techniques and calculations for reading pipeline data — knowing which signals to trust, which dips to investigate, and which trends deserve immediate action. Rather than starting over with AI, he encoded that same institutional knowledge directly into the instructions that power each Playbook run. The agent doesn’t just surface numbers. It thinks about them the way Andrew does.

Once the analysis is complete, a specialized Skill takes over to transform the findings into communications tailored for different audiences. For the CEO, the output is short and direct, containing only the headline number and what it means. For the campaigns team, the report goes deeper, covering strategic context and implications for upcoming programs. For localized sales teams, the focus shifts to regional trends and territory-specific signals. The same underlying analysis, repackaged three different ways, without Andrew writing a single word.

The Salesforce connector is what makes all of this trustworthy. Because the agent pulls directly from Salesforce, the data it’s analyzing is as close to real-time ground truth as any team can get — no stale exports, no manual refreshes, no version-control headaches. When Andrew shares a finding, everyone in the room knows it’s current.

Andrew estimates the agent’s analysis and communication saves him two to three hours every week. That’s time he’s redirecting toward higher-level strategy sessions and face-to-face conversations with clients — the work that actually requires a human in the room.

When a pipeline trend or opportunity needs to reach a broader audience — one that may be less comfortable interpreting raw data — WRITER Agent can go a step further and convert the messaging into an interactive HTML dashboard. It gives stakeholders a way to explore and understand the numbers on their own terms, without needing Andrew to walk them through it every time.

If delivering predictable pipeline growth is part of your role, check out the video below, where Andrew walks through the details of how he built this agent and set it up as a weekly routine.