SALES
Weekly Discord signal-to-pipeline report in Notion
Each week it agentically reviews accumulated Discord buying signals, links them to opportunities in your CRM.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionPull week of Discord signalsDiscord
- ActionRetrieve matching leads and stages from AttioAttio
- LogicAgent correlates signals to pipeline and drafts report
- OutputPublish narrative report to NotionNotion
What it does
This workflow compiles a week of Discord buying signals into an executive-ready report. An agent reviews flagged messages, cross-references which became leads or deals, identifies signals that slipped through uncovered, and writes a structured Notion page with trends and recommended next actions per account.
When to use it
Use it for a weekly sales or community-led-growth review when leadership wants to see whether community signal is actually converting to pipeline, and which warm accounts need attention before next week.
How it works
- 1A weekly schedule triggers the agent run.
- 2A Discord action pulls the week's flagged and high-engagement messages.
- 3An Attio action retrieves matching leads and their current stages to measure conversion.
- 4The agent reasons over both sources, flags uncovered signals, and drafts the narrative with per-account recommendations.
- 5A Notion action publishes the formatted report page as the output for the team's weekly review.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect NotionPages, databases, comments.
- 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.
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