AI Pipeline Creator builds a custom CRM pipeline from a description of how you work, with the right stages, columns, and saved views already set up. Use it during onboarding and any time you create a new pipeline later. In this video, you'll learn how to:

Choose a template closest to your use case to set the starting context for the AI
Describe your workflow in plain language, including your stages and the data you want to track
Let Streak analyze your input in real time and prompt you for missing details like company type or stages
Skip the prompt if you prefer and start from your template, plus your company domain on non-gmail.com accounts
Preview the generated stages, columns, and saved views, then rename or delete any directly or in the Column Manager
Confirm to build the pipeline, then explore it with sample data and the quick action bar

Pipelines

Customizing a pipeline

Track information that is important to your process

Contacts and Organizations

Adding contacts and organizations to pipelines

How to add contacts and organizations to your boxes

Reporting in Streak

Pipeline reports

Analyze and report on your data in Streak

Integrations

Create custom pipelines with AI

Related articles