Pipecraft: AI Assistant for Pipedrive

Description

AI overviews, web research, Capture, Smart Filter, Workspace Health, reports and voice notes for Pipedrive. Bring your own AI key. Pipecraft AI Assistant adds a handful of practical AI features and a reporting layer right inside Pipedrive — no new tab, no separate app, no middleman holding your data. It is bring-your-own-key: connect the AI provider you already use with your own API key, and you decide the model, the cost, and where your data goes. Most CRM "AI" bolts a chatbot onto the side. Pipecraft instead takes specific manual chores off your plate, exactly where you already work: ▸ AI Overview A short, grounded briefing at the top of any deal, person or organization — momentum, the last meaningful touch, blockers, and a sensible next step. Built only from the record's real data, never invented. ▸ AI Research One click pulls fresh public signals about the company you're viewing — snapshot, recent news, funding/hiring, ICP-fit read and opening talking points — and saves the result straight onto the record as a note (so it's there even if you step away). ▸ Capture Paste a raw email, chat log or call transcript. Pipecraft hands back a clean summary note plus the follow-up tasks buried inside it, structured and ready to save. ▸ Smart Filter Filter the current list of deals, contacts or organizations by typing what you want in plain English — no filter-builder gymnastics. ▸ Workspace Health A one-screen hygiene report for the whole workspace: deals with no next task, rotting deals, dormant users, missing fields, broken down per owner — so you see exactly where the pipeline is leaking. ▸ Activity report A daily, per-user activity table — tasks done, tasks created, notes, emails, plus no-task and stale deals — filterable by pipeline and exportable in a click. ▸ Activity history (opt-in) Turn on daily snapshots to chart adoption and momentum trends over time. ▸ Voice notes Dictate straight into the Pipedrive note box using your browser's built-in speech — free, no extra service. Optionally let your AI tidy the transcript (punctuation, filler removal, light structure) or translate it into another language, keeping every detail. HOW IT WORKS 1. Open the in-page settings sidebar and paste your Pipedrive personal API token (Settings → Personal preferences → API). 2. Pick an AI provider and paste your own key. Every feature's prompt is editable if you want to tune the output. 3. That's it — no account, no sign-up. Your token and keys stay in your browser. WHY BRING-YOUR-OWN-KEY • Control the cost — pay your provider directly; choose a cheap model or a powerful one. • Control your privacy — CRM text goes only to Pipedrive and the one AI provider you picked, under their policy. Pipecraft is not an intermediary and runs no analytics. • Control the quality — swap providers or models to suit the task, and edit the prompts. PRIVACY IN ONE LINE No account, no tracking, no data resale. Your token and keys live locally in your browser and are sent only to the services you choose. Activity history is off by default; if you enable it, only an aggregate daily snapshot is stored, and your token is used once — encrypted — to verify workspace ownership, then discarded (only a hash is kept). Full policy: https://pipecraft.xyz/privacy Not affiliated with or endorsed by Pipedrive. "Pipedrive" is a trademark of Pipedrive OÜ.

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