4 min read

Who can use this feature

Available on monday CRM

Gradually being released

Note: The Pipeline Health Agent is currently in a Gradual Release. Access is being expanded gradually.

The Pipeline Health Agent — also referred to as Piper — monitors your team's pipeline coverage, stage distribution, and deal velocity. It produces a structured insights report, flags risks, drafts rep nudges, and delivers recommended actions before pipeline gaps affect your forecast.

Piper runs on a scheduled basis, responds to threshold alerts in real time, and can be triggered on demand. All analysis runs autonomously. Rep nudges require your review and approval before they are sent.

What Piper does

Piper runs three analytical skills against your live pipeline data and delivers a consolidated report. Each skill runs fully autonomously.

Coverage and gap analysis — computes raw and weighted pipeline coverage per rep and team, calculates the absolute dollar gap to target, and factors in time remaining in the quarter for urgency scoring
Stage distribution analysis — counts and sums pipeline value by stage, classifies the overall pipeline shape, and identifies bottlenecks against healthy distribution benchmarks
Velocity analysis — calculates days in stage for every active deal, classifies each as healthy, slow, or critical, and surfaces team velocity trends compared to the prior quarter

When any of these skills surfaces a rep-level finding, Piper automatically drafts a corresponding rep nudge as part of the output package. Drafting is autonomous; sending always requires your approval.

The Pipeline Health Insights Report

After each run, Piper produces a Pipeline Health Insights Report delivered as a monday Doc. The report always includes:

A three-line TL;DR summary
A per-rep coverage table with status badges (CRITICAL, WARNING, HEALTHY)
A stage distribution diagnosis
Velocity findings with stalled deals flagged only when slow or critical
Two to three key findings
Numbered action items, each with an owner and rationale

The report is surfaced on your home workspace, on the Agents page, and as a TL;DR notification in Slack or Microsoft Teams with a link to the full document. You receive a notification in monday when the agent completes a run.

Getting started

Before Piper runs, your pipeline board and team mapping must be configured. If your role or manager-to-rep mapping is not detected automatically at setup, you will be prompted to complete this information before the agent activates.

1 Open AI Agents in the left navigation pane of monday CRM.

2 Locate the Pipeline Health Agent and click to open it.

3 Connect your Pipeline board and confirm your team mapping. If prompted, complete your role and manager-to-rep configuration before continuing.

4 Set your preferences for coverage thresholds, stale deal threshold, deal size escalation, rep nudge trust tier, and review cadence, then click Activate agent.

Note: Without a connected pipeline board, no skills will run. Without a connected Targets board, Coverage and Gap Analysis is not available, though Stage Distribution and Velocity Analysis will still run.

Configuring your preferences

Piper applies default values for all preferences if you do not configure them. You can update these at any time from the Agents page on desktop.

Preference	Default	What it controls
Coverage thresholds	Critical <2x, Yellow 2–3x, Healthy >3x	What counts as healthy, at-risk, or critical coverage for your team
Stale deal threshold	14 days	How many days without activity before a deal is flagged as stale
Deal size escalation threshold	Top decile of historical deal sizes	The deal value above which at-risk deals are escalated for your attention
Rep nudge trust tier	Review and approve	Whether nudges require your review before sending, are surface-only, or can auto-send within defined guardrails
Review cadence	Weekly	How frequently Piper delivers a scheduled full report (weekly or bi-weekly)

Rep nudges

When Piper's analysis surfaces a rep-level finding, it automatically drafts a rep nudge. Nudges are staged inline with approve, edit, and dismiss controls, accessible from your home workspace, the Agents page, monday sidekick, or mobile.

By default, every nudge requires your review before it is sent. You can approve individually or in batch. Nudges are sent to reps via Slack or Microsoft Teams direct message in your name only after your explicit approval.

Piper does not write to deal records on the Pipeline board.

Tip: If you want to run a faster check without waiting for the full report, trigger Piper manually and scope the run to a single rep or a single skill — for example, Coverage-only or Velocity-only.

How Piper triggers

Piper runs across three trigger types:

Always-on monitoring — Piper watches your pipeline continuously and fires immediately when coverage drops below your critical threshold, a deal goes silent past your stale threshold, or a large deal's close date is pushed.
Scheduled — a full report is delivered on Monday morning (or per your configured cadence) and runs silently, with the output surfaced as a notification.
On demand — trigger a run manually from the Pipeline board, Forecast view, Agents page, home widget, or via monday sidekick at any time.

Home dashboard widget

The Pipeline Health summary card on your home dashboard gives you an at-a-glance view of your team's status between full reports. It shows:

Team coverage ratio (raw and weighted, with a delta vs. last week)
Dollar gap to target with days remaining in the quarter
A color-coded status badge (CRITICAL, WARNING, or HEALTHY)
The top three critical signals for your pipeline
A Run full check button to trigger a report on demand
A View nudges to send badge when drafts are pending your approval

Connections and data sources

View all connections and data sources

CRM Pipeline board — active deals, stages, values, owners, close dates, and forecast categories (read)
Targets API — quarterly and annual targets per rep and team
Statistics Engine / Historical Trends API — pre-computed close rates, velocity benchmarks, and per-rep baselines (refreshed weekly)
KYC context — user role and manager-to-rep mapping, gathered at signup via email, calendar, and communication channel data
monday Docs — full insights report created and surfaced as a link in action items and the home widget
Home / My Work — report items and action items surfaced on the manager's home workspace
Agents page — past reports, preferences, and manual run triggers
Slack or Microsoft Teams — TL;DR notifications and approved rep nudges delivered via direct message
monday sidekick — conversational entry point for asking Piper questions, reviewing summaries, and approving nudges in chat

Mobile experience

On mobile, Piper surfaces a condensed pipeline health card on your home dashboard. You can tap to expand into the full report, review and approve rep nudge drafts, and receive push notifications when a coverage threshold is breached or a deal goes silent.

The full per-rep velocity table is available on desktop only. Mobile shows the top five critical deals. Agent preferences (thresholds, trust tier, and cadence) are configurable on desktop only.

FAQs

Does Piper send rep nudges automatically?

By default, no. At the default trust tier, every nudge requires your review and approval before it is sent. You can configure a T3 trust tier to allow auto-sending within defined guardrails, such as deal size limits or day-of-week restrictions.

Will Piper update or change my deal records?

No. Piper reads your pipeline data but does not write to deal records on the Pipeline board. All CRM field updates remain under your control.

What happens if I do not have historical deal data yet?

Piper falls back to generic benchmarks for velocity and uses team-level rates instead of per-rep rates when fewer than 30 to 50 closed deals exist per rep. Accuracy improves as historical data accumulates. A note will appear in your report when fallback benchmarks are in use.

Where can I find the Pipeline Health report after it is generated?

The full report is created as a monday Doc and surfaced on your home workspace, on the Agents page, and as a TL;DR notification in Slack or Microsoft Teams with a link to the document.

Can Piper share findings with someone outside my team, such as a VP?

Not automatically. Any surfacing of findings beyond your scope requires your explicit approval. Piper will not escalate to stakeholders outside the manager's view without confirmation.

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.