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AI features
AI pipeline creator: customized CRM workflows in minutes
Describe your business in plain language and automatically generate CRM pipelines with customized stages, fields, and filters.
Streak’s AI Pipeline Creator lets you build a fully customized CRM pipeline by describing your business and workflow in plain language. It automatically generates the stages, fields, and saved views you need to manage leads, clients, or projects in Gmail, so you can start with a complete and structured pipeline in minutes.
Your business doesn't belong in one-size-fits-all box
Most CRMs either make customization overly complex or limit it so much that real workflows don’t fit. Teams end up forcing their unique processes into generic stages, which slows setup, creates friction, and leads to pipelines that never quite match how work actually happens.
Streak’s AI Pipeline Creator helps teams create fully customized workflows in minutes by turning a simple description of your business into a complete, structured CRM pipeline from the start.
Create a custom CRM pipeline for your workflow
The AI Pipeline Creator doesn’t just turn what you type into preset templates. It actively analyzes your description to map your specific process to structured CRM components.
Since each prompt is completely unique, each pipeline is, too. Streak turns that plain‑language description into a complete, customized pipeline with:
- Stages that reflect your real process
- Columns to track the data that you and others in your industry care about
- Saved views to filter your pipeline and surface the most important work automatically
How the AI Pipeline Creator generates custom pipelines
The AI Pipeline Creator guides you through a small set of focused steps designed to produce a pipeline that fits your workflow.
By describing how your business works, who you serve, and what you need to track, Streak can generate a pipeline that’s ready to use and easy to refine.
Start with a workflow template
Pick the general workflow that fits your use case the closest — sales, hiring, project management, partnerships, and more. This gives the AI a frame of reference before you fully customize your own pipeline.
Write a custom prompt
As you add information, Streak evaluates your prompt and lets you know if additional details would help produce a better pipeline.
In your own words, explain:
- What your business does
- Who your clients or customers are
- What kind of records you want to track in your CRM
- The steps involved in your process
Research and custom pipeline creation
Streak researches your business, interprets your prompt, and generates:
- Stages that align with each step of your process
- Columns to track each datapoint
- Saved views that highlight your most important segments
You'll have a chance to review your custom pipeline setup and fine-tune stages, data fields, and filters before creating your pipeline in Streak.
Get started in minutes with a CRM your team can actually use
Creating a fully-customized CRM pipeline with the AI pipeline creator allows you to turn your nuanced workflow into a clear and structured process for your team. The AI Pipeline Creator solves common setup challenges by:
- Creating a customized pipeline in minutes instead of hours
- Helping anyone build a high‑quality CRM, regardless of technical experience
- Applying industry best practices so you start with the right structural foundation
- Eliminating early setup guesswork and giving new users a guided, confident start
FAQs
What is the AI Pipeline Creator?
The AI Pipeline Creator is a Streak feature that builds a fully customized CRM pipeline from a plain‑language description of your business and workflow. It generates stages, columns, and saved views based on how you actually work.
When should I use AI Pipeline Creator instead of building a pipeline manually?
Use it when setting up a new pipeline or reworking an existing workflow and you want a strong, accurate starting structure without manually defining every stage and field.
What should I write in my prompt to get the best results?
Describe what you do, who you work with, and the main steps your work moves through. More context leads to a stronger first draft.
What if my workflow doesn’t match a standard template?
The pipeline creator is designed for flexibility. Even unique or niche processes can become pipelines as long as you can describe the steps.
Can I edit or customize the pipeline after it’s created?
Yes. You can rename, reorder, add, or remove stages, columns, and saved views at any time after the pipeline is created.
Does AI Pipeline Creator change existing pipelines?
No. The AI Pipeline Creator creates new pipelines and does not modify existing ones unless you choose to replace or recreate them.
Is the AI Pipeline Creator included in all plans?
Yes. The AI pipeline creator is included in all Streak CRM plans.
Still have questions?
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