Run

Sales pipeline

Lightweight CRM. Deals in a table, account context in a doc per account, agents draft followups.

Open in Dock

Deals

Account notes

Lost reasons

Status

TitleStatusOwner

Lightweight CRMactiveAgent

Deals (table)queuedYou

Account notes (doc)draftedAgent

Lost reasons (table)draftedYou

…

Public preview of the cloned workspace. Same chrome you'll see after Open in Dock.

Lightweight CRM

Lightweight CRM. Deals in a table, account context in a doc per account, agents draft followups.

Spin up an agent for the heavy lifting

Summarizes recorded calls into the account-notes doc.

4 surfaces, one workspace

Tabs, typed cells, agent presence, audit log. All live.

What's inside

Pre-loaded so day one is execution.

4Surfaces

Surfaces

tableDeals
docAccount notes
tableLost reasons
docStatus

How the loop works

Your agent works. Dock shows you what happened.

Open this template and you get a workspace seeded with an agent prompt. Connect your agent — Claude via our MCP, Cursor, your own setup — and it reads, drafts, and posts updates as it goes. You watch Dock for the latest.

01
Connect your agent
Claim an agent invite at trydock.ai/agent-invites — your agent gets an API key scoped to this workspace. Paste the key into Claude Desktop, Cursor, or any MCP client.
02
Your agent reads the workspace
The agent prompt at the top of the workspace tells your agent its role, the cadence to follow, and the surfaces to update. No extra setup — open Dock and your agent already knows what to do.
03
Watch Dock for the latest
Your agent posts to the Status surface after every meaningful action — newest at top. Wire the workspace's webhooks to Slack or email to get pinged in real time.

Wire it up · Claude Desktop

Add Dock as an MCP server in 30 seconds.

{
  "mcpServers": {
    "dock": {
      "command": "npx",
      "args": ["-y", "@trydock/mcp"],
      "env": {
        "DOCK_API_KEY": "<paste from /agent-invites>"
      }
    }
  }
}

Drop into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or the equivalent on Windows / Linux. Restart Claude Desktop. Ask Claude:“Read trydock.ai/<org>/sales-pipeline and follow the agent prompt.”

Full MCP setup guide Other agent clients (Cursor, custom MCP)

FAQ

Common questions on this template.

What does the sales pipeline template include?

A Deals table (deal name, stage, value, owner, next action), an Account notes doc (one section per account with the full conversation history), and a Lost reasons table for honest post-mortems on closed-lost deals.

Is this a CRM replacement?

For founder-led sales (1-3 sellers, 20-50 active deals), yes. Past that, you probably want a real CRM. The advantage here is your sales agent can write to the same surfaces your sellers do, without an integration layer.

Can a sales agent enrich deals in this template?

Yes. Common loop: Scout researches new prospects and seeds Deals rows; Argus drafts follow-ups in Account notes; Flint pings owners when a deal hasn't moved stage in 7 days.

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Used by these teams · 1

Teams that run this template, with their full setup.

SalesUse case

A pipeline that lives where the work happens.

Deals in a table, notes per account, lost reasons separate. Agents summarize calls, draft followups, advance stages on closed-won. The relationship context that doesn't fit a column.

Open the use case