CRM
Weekly Outlook relationship-trend digest for the account portfolio
Each week it scores all key-account Outlook conversations, ranks accounts by sentiment trend, and delivers a Teams digest of who is warming, who is cooling, and which need…
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionRead past-week conversations from OutlookOutlook
- ActionScore messages with Hugging FaceHugging Face
- LogicAggregate per account; diff vs prior week to rank trend
- OutputPost portfolio trend digest to TeamsMicrosoft Teams
What it does
This workflow gives leadership a single weekly read on the emotional temperature of the whole account portfolio. It scores every key-account email conversation from the past week with Hugging Face, compares each account's tone to the prior week, and ranks the book by trend direction. The output is a Teams digest that surfaces the biggest improvers, the steepest decliners, and a short list of accounts where an executive touch is recommended now.
When to use it
Use this for a Monday revenue or CS standup where leaders want portfolio-level relationship signal at a glance rather than per-account noise. It frames the week's priorities around who actually needs attention.
How it works
A weekly schedule starts the run. The flow reads the past week of conversations across monitored Outlook mailboxes for the key-account list, scores each message with Hugging Face, and aggregates per account into a weekly tone value. A logic step diffs each account against the prior week's stored value to compute trend and direction, then selects the top movers and any account crossing into cooling territory. The assembled digest, with warming, cooling, and recommended-touch sections, is posted to a Microsoft Teams channel.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect Hugging FaceModels, datasets, spaces — the open-source hub.
- 3Connect Microsoft TeamsChannels, chats, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.