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By the end of this recipe you’ll have a Deals object with stages, a Board view, an automation that notifies the deal owner on stage change, and a dashboard tracking pipeline velocity.
1

Create the Deals object

Open Settings → Objects → New object. Name it “Deals” and give it a handshake icon. Add the starter properties: Name (text), Account (relation → Companies), Owner (user), Value (currency), Stage (status).
2

Define the stages

Open the Stage property → Edit options. Add stages in order: Discovery, Qualified, Proposal, Negotiation, Closed Won (mark its category as won), Closed Lost (mark its category as lost). Color them however you like.
3

Create a Board view

Open the Deals object → New view → Board. Group by Stage. The board should now have one column per stage; drag cards between columns to update.
4

Add the stage-change automation

Automations → New workflow. Trigger: when a record’s field is updated, filtered to the Deals object’s Stage property. Action: send a notification to the deal’s Owner with a message like Deal {{name}} moved to {{stage}} (use the property-token picker in the message editor). See Triggers and Actions.
5

Build the dashboard

Create a new Dashboard view. Drop in: a Funnel chart grouped by Stage, a Bar chart of value per Owner, and a Sparkline of deals created this week. The dashboard becomes your team’s daily pipeline check.
6

(Optional) AI auto-fill the deal summary

Add a Property Auto-Fill Agent to a new “AI Summary” property on Deals. Set it to summarize, and run it when a record is created. The agent keeps a one-paragraph summary current as the deal’s data changes.
You now have a complete sales pipeline. Iterate by adding properties (close date, probability) and refining the stage list as the team grows.

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