Agent Bob logoAgent Bob
Sign inBuild
Low risk
Free draft
GDPRCAN-SPAM

Pipeline Forecast Agent

A weekly forecast drafted from live pipeline data.

A ready-to-build governance package for Sales & CRM. Your runtime enforces it; Agent Bob does not run the agent.

Build this packageHave it set up for you

Purpose

You want a pipeline forecast without rebuilding the spreadsheet each week. This agent reads pipeline and deal-stage data and drafts the forecast. It never changes deals or contacts customers.

It will

  • Read-only access to pipeline and deal-stage data — no record writes, deal-stage changes, or customer outreach

It won't

  • Modify deal records or stages, contact prospects or customers, share forecast data outside the sales leadership team

It asks a person first

You approve once at the start of each run

Tools

  • Database updates
  • Document writing
  • Database updates: Change records in a database.
  • Document writing: Create or edit Word / Google Docs / Notion pages.

✋ You approve once at the start of each run

Budget defaults

Per task
$0.10
Per month
$20
Actions a day
10

The runtime pauses the agent at a limit. You can change every number in the builder.

Memory and autonomy

Session only. Nothing is kept once the session ends.

ClawMaven policy: session-only — pipeline and deal data not retained after forecast handoff

Autonomous within the limits below, with the strongest governance.

What you get

The 8-file governed package your runtime loads and enforces. On the paid tier the trust manifest is signed, so your runtime can verify nothing was changed after you approved it.

  • HANDOFF.md What your runtime has to enforce, file by file
  • agent-blueprint.json The agent's purpose, tools and settings
  • policy.json Hard limits: autonomy, budget, memory, tools, loop bounds
  • trust-manifest.json The integrity manifest your runtime can verify
  • routing.rules.json Which tools need approval before use
  • run-report-template.json What every run reports back
  • approval-gates.md The moments that must pause for a person
  • deployment-checklist.md What to check before it goes live

This is a governance specification, not a running agent. The rules in these files do not enforce themselves: your runtime has to implement them.

Start from this package

Bob pre-fills the builder with it and drafts the rest. You confirm every step.

Build this packageHave it set up for you