CRM Pipeline + Relationship Review
Review your pipeline health, flag at-risk deals, and surface the relationships that need attention — in one session.
Review your pipeline health, flag at-risk deals, and surface the relationships that need attention — in one session.
Each Runner plan has a 7 day free trial.
Attio
Gmail
Google CalendarRunner in action
Everything that happens in this workflow, from trigger to outcome.
Trigger
Weekly pipeline review
Apps connected
Sample input
“Review my HubSpot pipeline and flag anything at risk”
Sample output
“Pipeline summary with flagged deals and recommended actions”
What actually got done
Outcome
You always know which deals need attention before they slip.
CRM Pipeline + Relationship Review
Review your pipeline health, flag at-risk deals, and surface the relationships that need attention — in one session.
HubSpotGmailGoogle CalendarPulled pipeline from HubSpot
Flagged stale deals
Identified at-risk relationships
Connect the apps around the job
Email, calendar, notes, docs, and CRM become one connected workflow graph instead of five separate systems you have to mentally stitch together.
Gmail
Google Calendar
Google Drive
Slack
HubSpot
Notion
Review before anything goes out
Runner prepares the draft, proposed update, or scheduled next step, then leaves you in control of the final send.
Collect context from apps & files
GatheringIntegrate, analyze and merge across apps
ThinkingReview recommended actions
WaitingSend it, do it, take action
✓Start with the apps used in this workflow, then explore the rest of the connector graph. Every app tile links to its connector page.
GmailGoogle CalendarHubSpot
Google Slides
Slack
GranolaLocal FilesWeb Search
GitHub
Linear
Mixpanel
Asana
Sentry
Shopify
Intercom
AirtableAttio
Gorgias
Klaviyo
QuickBooks
Fireflies
Metabase
Dropbox
Box
Trello
Typeform
Supabase
Zendesk
Xero
Semrush
Ahrefs
PostHog
GmailGoogle CalendarHubSpotGoogle SlidesSlackGranolaLocal FilesWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableAttioGorgiasKlaviyoQuickBooksFirefliesMetabaseDropboxBoxTrelloTypeformSupabaseZendeskXeroSemrushAhrefsPostHogGmailGoogle CalendarHubSpotGoogle SlidesSlackGranolaLocal FilesWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableAttioGorgiasKlaviyoQuickBooksFirefliesMetabaseDropboxBoxTrelloTypeformSupabaseZendeskXeroSemrushAhrefsPostHogGmailGoogle CalendarHubSpotGoogle SlidesSlackGranolaLocal FilesWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableAttioGorgiasKlaviyoQuickBooksFirefliesMetabaseDropboxBoxTrelloTypeformSupabaseZendeskXeroSemrushAhrefsPostHogStart with Gmail, tell Runner what kind of work this page represents, then install the desktop app with the right first workflows already teed up.
Download Runner and these workflows are automatically installed.
More founder and relationship workflows that use the same connected stack patterns.
Stakeholder Research After Sales Call
You know exactly who you're dealing with before the next call.
GmailHubSpotGoogle CalendarQualify Inbound Leads from Gmail + HubSpot
Every new lead gets researched and filed before you hit reply.
GmailHubSpotSlackRunner connects to the apps already in your workflow.
“Starting my day with a Morning Briefing saves me so much time. I love this app.”
“Runner pulls together context from every tool I use. Board prep takes minutes, not hours.”
“Follow-through used to die in my inbox. Now Runner closes the loop before I even ask.”
“It actually does the work. Drafts, updates, briefings — all from the tools we already live in.”
“Runner has quickly become an extension of my brain — holding context, handling the busy work, and letting me show up fully for every client.”
“My Morning Brief from Runner is the single most valuable thing I look at every day. ”
“Runner is the first app I open in the morning, partially because it's where the energy I put into it comes back to me 10-fold and then keeps compounding from there.”
“Runner’s memory actually holds over time, data flows seamlessly between connected apps, and then it feeds actionable intel back to me at the most valuable points in my day.”