AI system for reporting and monitoring health deals for Zoho CRM - daily review for CEOs and weekly spot diagnosis of risk deals.
Project details
Context:
- Business/industry: Sales / E-commerce CRM operations
- Current process: CEO manually checks Zoho CRM to see how the pipeline is doing; deals stuck in the delivery stage often go unnoticed until a client complains.
Problem:
- No proactive visibility into which deals are actually at risk versus just "open."
- Manual review doesn't scale as deal volume grows.
- No systematic way to catch a deal that's gone silent for days before it becomes a lost sale.
Solution
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Two complementary AI processes: a daily portfolio-wide report for leadership, and a weekly deep-dive specifically on delivery-stage deals — each pulling full call/task/note history before scoring, and alerting only when something actually needs attention.
Tools used: n8n, Zoho CRM, Claude (Opus 4.5 + Sonnet 4.6), Google Sheets, Telegram.
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Solution logic:
- Daily report (9:10 AM): pulls all deals from Zoho CRM, aggregates stats (delivery/feedback counts, amount at risk, stage distribution) with code, then an AI Agent (Claude Opus 4.5) decides which specific deals warrant a closer look and calls a CRM tool per deal ID to diagnose issues — producing a prioritized Telegram report for the CEO.
- Weekly Deal Health Alerts (Mon 10 AM): loops through every delivery-stage deal one at a time, pulls its full history (calls, tasks, notes) via a reusable sub-workflow, and has Claude Sonnet 4.6 score the deal's health 1-10 with named risk factors and a recommended action.
- Results are logged to a dedicated "Pipeline" tracking sheet; Telegram alerts fire only for critical/medium-risk deals — healthy deals are silently skipped so the channel doesn't turn into noise.