A pipeline in Streak can track any business process - sales, hiring, projects, partnerships and more - directly inside Gmail. The AI Pipeline Creator generates a custom process using stages, columns, and saved views based on how you describe your workflow. The pipeline remains fully customizable after AI creation.
How to Create a Pipeline
In the left navigation of Gmail, click + New pipeline under the Streak menu — or click the + next to Pipelines
2. Select the workflow template closest to your use case (sales, hiring, projects, etc.)
3. Describe your business in your own words:
What your business does
Who your clients or customers are
What kinds of records you want to track
The steps your process moves through
Streak will prompt you for more detail if additional context would improve the result. The more detail you offer in your description of what you do and how your process works, the more customized your end result.
4. Review the generated pipeline: Streak will show you the proposed:
Stages that align with each step of your process
Columns to track each datapoint
Saved views that highlight your most important segments
You can then remove or add to finish customizing your pipeline manually or as your process evolves.
5. Click Next to confirm and create your pipeline.
After your pipeline is created
Streak populates your pipeline with sample data so you can see how it will look with real records. From the getting started bar at the bottom, you can:
Delete sample data — remove the placeholder records when you're ready to add your own
Tour your pipeline — walk through the key parts of the pipeline view
Edit stages/columns — rename, reorder, add, or remove stages and columns at any time
Editing your pipeline
Rename the pipeline
Open the pipeline.
Click the pipeline name at the top of the pipeline view.
Type the new name and press Enter.
The new name updates for everyone the pipeline is shared with. Boxes, stages, columns, and saved views aren't affected.
Edit stages and columns
To rename, reorder, add, or remove stages and columns, see Customizing stages and columns in a pipeline.