HEARTBEAT.mdbusinessOpenclawv1.0.0

Sales Pipeline Reporter

Reports on your sales pipeline daily. Tracks deals, stages, and forecast.

Setup time: ~10 min
Model: Sonnet
Cost: ~$0.15/day Calculate your exact cost at Clawback
Last updated: Mar 16, 2026
byRunbooks Communitycontributor

Template

HEARTBEAT.md
Daily at 8am:
1. Read the "Sales Pipeline" Google Sheet
   - Columns: Deal Name, Company, Value, Stage, Owner, Close Date, Last Activity
2. Generate daily report:
   - Total pipeline value by stage (Discovery, Proposal, Negotiation, Closed)
   - Deals closing this week
   - Deals with no activity in 7+ days (stale)
   - New deals added yesterday
3. If a deal's close date has passed: "Overdue: {deal} was expected to close {date}"
4. Weekly Monday forecast: weighted pipeline value (stage probability x deal value)
5. Monthly: win/loss analysis, average deal size, cycle time

Setup

  1. 1

    Copy the HEARTBEAT.md content below into your OpenClaw workspace at `~/.openclaw/workspace/HEARTBEAT.md`.

  2. 2

    Install the required skills: `clawhub install gog`, `clawhub install message`.

  3. 3

    Open your agent channel (Telegram or any connected channel) and send a message to confirm it's running.

  4. 4

    Your agent will follow the schedule in HEARTBEAT.md automatically. Check back in 30 minutes to see it in action.

  5. 5

    Customize the template: adjust timing, thresholds, and notification targets to fit your setup.

Tip: The template uses placeholder values like {your brand} or {repo}. Replace these with your actual values before saving.

Install commands

Save the template to your OpenClaw workspace, then install the required skills.

# 1. Save the template
cp <download> ~/.openclaw/workspace/HEARTBEAT.md

# 2. Install skills
clawhub install gog
clawhub install message

Version History

v1.0.0Initial releaseMar 16, 2026

Framework

Openclaw

Skills required

gog (sheets) →message →

Estimated cost

~$0.15/day

on Sonnet model

Calculate your exact cost at Clawback

File type

HEARTBEAT.md

Defines scheduled tasks. Runs on a heartbeat interval.

Version

v1.0.0

Updated Mar 16, 2026

Contributor

Runbooks Community →

Community submission

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