Workflow with Beagle
PipedriveGoogle SheetsSlack

Stay ahead of renewals.

Beagle watches Pipedrive for when a deal or contact changes, pulls the rows from Google Sheets, then posts it to Slack - and waits for your nod before anything goes out.

01

How it runs.

Describe the job once, in the channel. Beagle watches for the trigger and holds every send for your nod. The same run lands in Slack, Microsoft Teams, or over email.

#renewals
Maya9:12 AM

@beagle whenever a deal or contact changes, pull the rows from Google Sheets and post it here for my nod.

BeagleApp9:12 AM

On it. Watching Pipedrive now - when it fires I'll run the steps and hold the result here for you.

later, when it fires
BeagleAppTriggered2:47 PM

Just fired in Pipedrive - ran every step. One nod and it goes out.

Stay ahead of renewalsPipedrive · Google Sheets · Slack
Pipedrive
Watch · Pipedrive

When a deal or contact changes.

Google Sheets
Read · Google Sheets

Pulls the rows and the context that matters.

Slack
Tell · Slack

Posts here and holds for your nod.

Held for your nodNothing goes out until you approve. Correct it once and Beagle remembers.
Maya2:49 PM

Approve. That used to eat half my day.

BeagleApp2:49 PM

Done - posted here, receipts in the thread.

Message #renewalsBeagle is typing
02

What it feels like.

  1. When a deal or contact changes

    Beagle catches it in Pipedrive and runs every step of the stay ahead of renewals - you approve once, in Slack.

  2. Ask across the whole stack, in plain language

    "Where did this one get stuck?" Beagle answers from Pipedrive, Google Sheets and Slack together, with the receipts attached.

  3. Nothing fires without you

    Every send is held in Slack for your nod. Correct it once and Beagle remembers.

03

Common questions.

Can Beagle run this stay ahead of renewals across Pipedrive, Google Sheets and Slack?

Yes. Connect each tool with OAuth and Beagle runs the steps for you from Slack or Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.

What kicks the workflow off?

Beagle watches Pipedrive for when a deal or contact changes. You can also trigger a run any time by asking in the channel.

Do I need Zapier, Make or a workflow builder?

No. There is no canvas to wire up. You describe the job once in plain language, or let Beagle run it on a schedule, and it handles the steps as a teammate would.

Is it secure?

Every read is scoped to the teammate who asked - Beagle only sees what that person can already see. Nothing posts to Slack until you approve it.

Can I change the steps or the tools?

Yes. Swap any tool, add a step, or tell Beagle to do it differently. The flow works the same in Slack and Microsoft Teams.

How long does setup take?

Minutes. Add Beagle to your workspace, connect Pipedrive, Google Sheets and Slack with OAuth, and describe the job in the channel. The first run can happen the same afternoon.

Stay ahead of renewals,
handled.