Abstract blue lines on dark background
Speed Run

How to Build a Sales Pipeline Agent in 5 Minutes

Init, connect Salesforce + Slack, write one skill, deploy. A working deal triage agent in 5 minutes.

Amodal Team5 min read

No preamble. Timer starts now.

Prerequisites
  • Node 20+
  • Salesforce API access
  • Slack workspace
0:00

Init

Terminal
$ amodal init
Creating project...
/sales-agent
├── skills/
├── knowledge/
├── automations/
└── amodal.config.ts
✓ Project scaffolded

Project scaffolded.

0:10

Connect Salesforce + Slack

Terminal
$ amodal connect salesforce slack
Salesforce OAuth → ✓ Connected (47 endpoints)
Slack Bot token → ✓ Connected (42 endpoints)

2 systems. 89 endpoints. 50 seconds.

1:00

Write the Skill

skills/deal-triage/SKILL.md
# Deal Triage
## Trigger
deal status, pipeline review, stale deals, "what needs attention"
## Methodology
### 1. Pipeline Snapshot
Pull all open opportunities from Salesforce. Group by stage.
Calculate total pipeline value and stage distribution.
### 2. Flag Stale Deals
Identify deals with no activity in 7+ days. Rank by value
and days stale. These are revenue at risk.
### 3. Check Decision Makers
For deals in Negotiation or Proposal stage, verify a decision
maker contact exists. Missing contact = deal risk.
### 4. Rank and Recommend
Sort by close date. Surface top actions: follow-ups needed,
deals closing this week, blocked deals.

15 lines of markdown. That's the entire sales methodology.

2:30

Install Automation

Terminal
$ amodal install automation daily-digest
✓ Installed daily-digest v1.3.0
Schedule: Every day at 8:00 AM
Output: #sales (Slack)
Skills: deal-triage (auto-detected)

Marketplace install. Triggers every morning at 8am, runs your deal triage skill, posts the pipeline summary to #sales.

2:40

Deploy

Terminal
$ amodal deploy
Building...
Deploying...
✓ Live at agent.acme.com
Dashboard: https://agent.acme.com/admin

30 seconds to deploy.

3:10

First Digest Arrives

#sales
S
Sales Pipeline Agent 8:00 AM
Pipeline Daily Digest
Active deals: 12 opportunities, $1.2M total pipeline
Needs Attention (3 deals)
Beta Inc. $120K, Proposal. No contact in 14 days.
Gamma Labs $65K, Discovery. Stale 11 days, no next step logged.
Delta Corp $48K, Qualification. Missing decision maker contact.
Closing This Week
Acme Corp $85K, Negotiation. Contract sent, awaiting signature.
Top action: Follow up with Beta Inc. No contact in 14 days, $120K at risk.

The agent queried Salesforce, grouped by stage, flagged stale deals, checked for missing contacts, and posted a prioritized summary. Every morning at 8am.

5:00

Done.

2
systems connected
1
skill, 15 lines of markdown
1
automation, marketplace install
5:00
init to first pipeline digest
This is the same agent architecture that handles 8-system threat investigations. The complexity scales with the skill, not the infrastructure.