CRM
Weekly Org-Change Digest for the Named-Account Portfolio
Compiles all org-chart changes across the named-account portfolio into a single weekly digest in Notion and Slack, ranked by deal impact.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly digest schedule
- ActionPull named accounts and open-pipeline valuesSalesforce
- ActionGather the week's org-chart changesApify
- ActionCluster and rank changes by deal impactOpenAI
- ActionPublish ranked digest to NotionNotion
- OutputAnnounce digest and top movers in SlackSlack
What it does
Rolls up every detected org change across your whole named-account book into one prioritized weekly digest. Departures, promotions, and new hires are grouped by account and scored by impact on open pipeline, then published to Notion and announced in Slack.
When to use it
Use this when leadership and account teams need a portfolio-level pulse on buyer-side movement instead of scattered one-off alerts. Ideal for weekly revenue or account-review meetings.
How it works
- 1A weekly schedule kicks off the digest run.
- 2Salesforce supplies the named-account list with open-pipeline values.
- 3Apify gathers the week's org-chart changes for each account's known contacts.
- 4OpenAI clusters changes by account and ranks them by deal exposure and role criticality.
- 5A Notion page is created or updated with the ranked digest.
- 6A Slack message links the digest and highlights the top movers for the upcoming review.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ApifyActors, scrapers, datasets.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect NotionPages, databases, comments.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.