# Run your weekly pipeline review on a live Apollo deal board

> See every Apollo deal laid out by stage with slipped and stale deals flagged, fix them inline during the call, and post a recap to Slack when you finish.

- Workflow type: app
- Services: Apollo, Slack Bot
- Categories: Sales, Operations
- Published: 2026-08-14

## What it does

- Lays out every deal as a card in a column for its stage, with a running count and dollar total across the top of each column
- Flags deals automatically when the close date has already passed or the deal has sat untouched for too long, so the meeting starts on the problems instead of the happy path
- Opens a side panel on any card showing the linked company and the people at it, with stage, amount and close date editable right there
- Adds deals the team mentions but never logged, and posts a recap to Slack at the end covering what changed and what is still flagged

## What you'll need

- An Apollo account with deals, stages and owners already set up
- An Apollo API key created as a master key, since Apollo only allows deal access with one
- A Slack workspace and a channel where the recap should land

## Prompt

Build me a pipeline review board that my sales manager and reps work out of during our weekly forecast call, so we stop exporting Apollo deals into a spreadsheet before every meeting. The whole point is that we review and correct deals live, on the board, while everyone is on the call.

The main view is a board of columns, one per deal stage, read with List Deal Stages in Apollo and kept in the stage order Apollo returns. Deals come from List All Deals and each one renders as a card in the column for its current stage. Every card shows the deal name, the amount, the close date, the owner and how many days it has been since the deal last moved. Owner names resolve through List Users, since deals carry an owner id and nobody wants to read ids in a meeting. Cache the user list for the session rather than looking it up per card.

Across the top of each column show running totals for that stage: the number of deals and the summed amount. These totals must respect the active filters, so they recalculate as the board is filtered. Give me two filters: owner, populated from List Users, and close month, populated from the close dates present in the data. Both should be easy to clear.

Cards get flagged automatically, and this is the most important part of the app. A deal is slipped when its close date is already in the past while the deal is still in an open stage. A deal is stale when it has not been touched for more than a configurable number of days, defaulting to 14, using the deal's last updated timestamp as the measure of when it last moved. Show both flags visibly on the card itself, not hidden behind a hover, and let me filter the board down to just flagged deals. Reviewing deals on stale information is the thing that makes these meetings useless, so the flags should be the first thing the eye lands on.

Treat stages as open unless they represent a closed won or closed lost outcome. Derive that from the stage data Apollo returns where possible, and give me a settings control to mark which stages count as closed if it cannot be determined reliably, since the slipped flag depends on getting this right.

Clicking a card opens a side panel for that deal. Load the full deal with View Deal, then show the linked account found with Search Accounts and the people at that account found with Search Contacts, so the manager can immediately see who we are actually talking to. In that same panel let me correct the stage, the amount and the close date inline, writing back through Update Deal. Edits should save without leaving the board and the card, the column it sits in and the stage totals should all update straight away. If an update fails, say so clearly on the panel and keep the entered values so nothing typed during a call is lost.

Put a Create Deal button on the board for anything the team discusses that was never logged. It should ask for the deal name, amount, close date, stage and owner, create the deal through Create Deal, and drop the new card into the right column immediately.

Track every change made during the session: which deals were edited, what the field went from and to, and which deals were created. An End review button posts a recap to Slack using Slack Bot Send a Message, into a channel I configure. The recap covers what changed during the session, deal by deal, and which deals are still flagged as slipped or stale at the end of the review, with their owners named so follow up has a clear home. Show me the recap before it posts so I can confirm it.

A few things to know. Deals are called opportunities in Apollo's API path, and every deal operation, along with List Users, requires an Apollo master API key, so surface a clear message if the connected key is not a master key rather than failing silently. This is a board people open and work in during a meeting, so nothing here runs on a schedule. Aim for density: a manager should see the whole pipeline at once without scrolling through half of it.

## How to customize

- Change how many days of silence marks a deal stale, which starts at 14
- Pick the Slack channel the end of review recap posts to, and what the recap includes
- Set which stages count as still open and which filters the board opens with

## FAQ

### Do I need anything beyond a normal Apollo login?

You need an Apollo API key set up as a master key. Apollo keeps deal data behind that, so a key scoped to specific features will not be able to read or update deals. Apollo's settings screen creates one in a couple of clicks.

### Does editing a deal here actually change it in Apollo?

Yes. Stage, amount and close date edits write straight back to the deal in Apollo, and new deals you add during the call are created in Apollo too. The board is a working surface, not a copy.

### What makes a deal show up as slipped or stale?

A deal is slipped when its close date has already passed but it is still sitting in an open stage. It is stale when nothing has changed on it for longer than your threshold, which starts at 14 days. Both flags appear right on the card.

### Can reps use this at the same time as the manager?

Yes. Everyone opens the same board and works from the same live deal data, which is the point: reps correct their own deals while the manager is looking at them, so nothing gets fixed after the fact.

### Will it work if our team uses custom deal stages?

Yes. The columns are built from whatever stages exist in your Apollo account, so custom stages show up as their own columns in your order.

Use this prompt in General Input: https://www.generalinput.com/prompts/run-your-weekly-pipeline-review-on-a-live-apollo-deal-board