Use case
Use case3 min readBy The Data Workers Team

Pipeline health data, run by agents

Pipeline reports break after CRM changes and disagree with finance, so reviews start with arguments. Here is how Data Workers runs it instead.

Key takeaways

  • •The problem today. Pipeline reports break after CRM changes and disagree with finance, so reviews start with arguments.
  • •What changes. Agents map CRM changes the day they happen, tie pipeline to the CRM daily and flag stale or slipping deals.
  • •What stays with your people. Forecast categories: leaders commit on them.
  • •The result. Pipeline reviews start from trusted numbers.

The problem today

Pipeline reports break after CRM changes and disagree with finance, so reviews start with arguments.

What changes with Data Workers

Agents map CRM changes the day they happen, tie pipeline to the CRM daily and flag stale or slipping deals.

The workflow: Schema Evolution agent (detect_schema_change) → Quality Monitoring agent (run_quality_check) → Quality Monitoring agent (get_anomalies) → Autonomous Data-Conductor (verify_data).
Fig. 1:The workflow: Schema Evolution agent (detect_schema_change) → Quality Monitoring agent (run_quality_check) → Quality Monitoring agent (get_anomalies) → Autonomous Data-Conductor (verify_data).

The workflow, step by step

  1. 1.The Schema Evolution agent calls detect_schema_change and maps CRM changes.
  2. 2.The Quality Monitoring agent calls run_quality_check and ties pipeline to the CRM.
  3. 3.The Quality Monitoring agent calls get_anomalies and flags stale deals.
  4. 4.The Autonomous Data-Conductor calls verify_data and verifies before reviews.

The impact metrics we move

  • •CRM change mapped: from about 2 days to 15-30 min
  • •Pipeline tie-out: from about a day to 8-15 min
  • •Stale deals flagged: from about a week to 15-20 min
Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.
Fig. 2:Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.

What goes on autopilot

  • •CRM changes are mapped the same day, so reports never drop rows.
  • •Pipeline ties to the CRM daily, so reviews start from one number.

Where your people stay in charge

Forecast categories always go to a named approver, because leaders commit on them. Everything starts at L1, observing only, and autonomy rises only on evidence.

The pilot

  • •Scope. Pipeline tie-out for one region.
  • •First week. Agents run at L1, observing only, and show the fixes they would have made, with receipts.
  • •By week two. The routine work above runs on its own; anything sensitive stays with a named approver.
  • •At day 30. We review the impact metrics against your baseline:
  • •CRM change mapped: from about 2 days to 15-30 min
  • •Pipeline tie-out: from about a day to 8-15 min
  • •Stale deals flagged: from about a week to 15-20 min
  • •Cost. Start with a pilot ($7,500 one-time, credited in full against the first year). Scale is from $1,000 a month and Enterprise from $3,000 a month, billed annually, with unlimited seats, no usage meter and no markup on model spend. See pricing.

Related: The sales and revenue page · The full team playbook

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