Help: setting up Sales Pipeline
These are the same steps the setup wizard walks you through, on one page.
1. Business profile
Tell Knorra about your business once. Every flow reads this first, and picks up a change on its next run.
- Business name
- What do you sell?
- Who buys it?
- Your main offer
- Facts you can state
- How should it sound?
- Words or claims to avoid
- Website
- Where are you based?
- Who must never be contacted?
2. Flow interview
Questions for this flow only. Each one says where the answer is used.
- What do you sell, in a few lines? The only source for what replies and proposals say about your offer.
- Your prices Every number in a proposal.
- How your proposals are laid out The structure of every proposal draft.
- Your booking link Offered when a prospect wants to talk.
- When you take calls The times offered when there is no booking link.
- Days to wait before a follow up When a quiet deal gets its next nudge.
- Name to sign with The sign off on every reply.
- Email inbox: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
- Calendar: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
- Call transcripts: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
- CRM: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
- Documents and notes: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
3. Requirements check
Everything this flow needs, with what it costs you. Tick each one when you have it.
- A Claude plan with scheduled tasks. The flow runs inside your own Claude on a timetable. Cost: Your existing Claude subscription. Scheduled tasks need a paid Claude plan.
- Your mailbox connected to Claude. Replies and proposals go from your own address. Cost: A mailbox you already have costs nothing extra.
- Call transcripts your Claude can read. From a note taker connected to Claude, or a transcript saved to a folder. Without them the flow still drafts replies and follow ups. Cost: Free plans exist for the common note takers.
- Your prices written down. Proposals only use the prices you give in the interview. Cost: Free.
4. Connect Knorra to Claude
One guided step adds the Knorra connector to your Claude and signs it in. There is no key to paste.
- In Claude, open Settings, then Connectors.
- Choose "Add custom connector".
- Name it Knorra and paste this address: https://knorra.ai/api/mcp
- Press Connect. A Knorra page opens: sign in with your Knorra email, choose this workspace and press Allow.
- Come back to this page. It confirms by itself when the connector first calls home.
5. Install the starter skill
One download, one upload into Claude. The file carries your licence ID and holds no method of its own.
- Download the skill file below.
- In Claude, open Settings, then Capabilities, and find Skills.
- Choose "Upload skill" and pick the file you downloaded.
- Make sure the skill is switched on.
6. Permissions and connectors
Allow these in order, so scheduled runs are not stopped by a permission prompt nobody is there to answer. For each one, choose the option that allows it for this skill without asking every time.
- Knorra connector. Allow its tools for this skill. Where: Claude, Settings, Connectors, Knorra.
- Your mail connector. Allow searching mail and sending replies. Where: Claude, Settings, Connectors.
- Your calendar connector. Allow reading free times and booked calls. Where: Claude, Settings, Connectors.
7. Create the schedule
Copy this one short prompt and paste it into a new Claude chat. It creates the scheduled tasks for this flow. It is the only thing you paste in the whole setup.
- Replies and booking: Weekdays 09:00. Drafted replies and booked calls.
- Briefs, notes and proposals: Weekdays 16:00. Pre-call briefs, call notes and proposal drafts.
- Follow ups and CRM: Weekdays 11:00. Follow ups for quiet deals and a tidy CRM.
- Weekly pipeline: Mon 08:00. Deals by stage, overdue next steps and pipeline value.
- Create these scheduled tasks for my Knorra workspace "your workspace". Each one uses the knorra-sales-pipeline skill and the Knorra connector. 1. Name: "Knorra: Replies and booking". When: every weekday at 09:00 (your time zone). Prompt: "Use the knorra-sales-pipeline skill. Run task deal-replies." Connectors: Knorra, Mail, Calendar. 2. Name: "Knorra: Briefs, notes and proposals". When: every weekday at 16:00 (your time zone). Prompt: "Use the knorra-sales-pipeline skill. Run task deal-calls." Connectors: Knorra, Mail, Transcripts. 3. Name: "Knorra: Follow ups and CRM". When: every weekday at 11:00 (your time zone). Prompt: "Use the knorra-sales-pipeline skill. Run task deal-follow-up." Connectors: Knorra, Mail, CRM. 4. Name: "Knorra: Weekly pipeline". When: every Monday at 08:00 (your time zone). Prompt: "Use the knorra-sales-pipeline skill. Run task pipeline-summary." Connectors: Knorra. Confirm each task back to me with its next run time.
8. Test run
Run the flow once by hand. This page waits for the first report and moves on by itself.
- In a new Claude chat, say: "Run a Knorra test run for Sales Pipeline"
- Picks up to two recent replies, drafts one answer for your approval and sends nothing.
9. Live
The first good report has arrived. This flow now has a card on your dashboard with real numbers.
- This flow starts in approve first mode. Nothing outbound goes without your yes. After enough approved items, the dashboard offers autopilot.
Stuck on a step? Use the support button on any dashboard page. The message carries the workspace, the flow and the step, so you do not have to explain where you are.