Guide · 8 min read

AI pipeline review: kill the Excel export

Nobody enjoys pipeline review. AI makes it 15 minutes of decisions instead of an hour of reading fields.

The pre-read AI generates

  • Deals slipping quarter — with the reason
  • Deals with no next step booked
  • Champions who've gone quiet

The meeting itself

Open with slipping deals. Agree on counter-moves. Approve the follow-up drafts AI prepared. Done.

What replaces the spreadsheet

A live board in Slack or your CRM, updated the moment a call ends.

See CoLive run this workflow live

Six named AI agents. One revenue engine. Talk to the founders — literally.