Ask your CRM agent exact pipeline and win-rate questions: AI agent prompt
Treat your CRM as something agents can query directly for exact answers on win rates, weighted pipeline, and risky accounts, like Attio's October 2026 hybrid architecture where Ask Attio and SQL let teams answer questions such as which lead sources win deals over $50,000 without exporting data.
SalesPipeline analyticsbeginnerThe prompt
You have read access to my CRM ([Attio / Salesforce / HubSpot]). Answer this question with exact numbers and the logic you used: [e.g. which lead sources have the highest win rate on deals over $50,000 / weighted pipeline by region and owner / open opportunities tied to churned customers]. Show a short table of results, name the filters and date range you assumed ([last 12 months] unless I say otherwise), and list any records you excluded and why. Don't create, update, or delete any CRM records, and don't email anyone. If you need a SQL-style query, show it so I can inspect it.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Attio, Claude, ChatGPT and review the answer before you use it.
Works with: Attio, Claude, ChatGPT, Cursor, MCP
Real-world example: attio.com/blog/introducing-the-architecture-for-agentic-revenue
Featured in: Free AI agent prompts for small business (beginner-friendly)
Before you use it: what to check
Already built into this prompt
- Don't create, update, or delete any CRM records, and don't email anyone.
- which lead sources have the highest win rate on deals over $50,000 / weighted pipeline by region and owner / open opportunities tied to churned customers].
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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