🦾 AI Pipeline Creator: generate custom CRM pipelines from a plain-language description

You can now create a fully customized CRM pipeline by describing your business and workflow in plain language.

AI Pipeline Creator analyzes your description and automatically generates:

• Stages that reflect your real process
• Columns to track relevant data
• Saved views to surface key work (e.g. stuck deals, follow-ups, high-priority records)

During setup, you can choose a general workflow template (sales, hiring, project management, partnerships, etc.) and then refine it with a custom prompt. Streak uses that context to build a structured pipeline, including sample data so you can review and adjust before going live.

All stages, fields, and views remain fully editable after creation.

AI Pipeline Creator is included in all Streak plans.

Learn more →