SALES
Weekly Salesforce Pipeline Health Report to Slack
Every Monday, pulls open Salesforce opportunities, uses OpenAI to flag stalled and at-risk deals, and posts a ranked pipeline health digest to your sales Slack channel.
How it runs
The automated pipeline, trigger to output.
- TriggerEvery Monday morning
- ActionQuery open opportunities (SOQL)Salesforce
- LogicScore stalled & at-risk deals, aggregate by stage
- ActionGenerate pipeline health narrativeOpenAI
- OutputPost digest to sales channelSlack
What it does
Runs automatically at the start of each week to give your sales team a single, digestible read on pipeline health. It queries open opportunities from Salesforce, computes the numbers that matter — total open pipeline, weighted forecast, deals slipping their close date, and opportunities with no activity in 14+ days — then hands the structured data to OpenAI to write a tight executive summary with specific callouts. The finished report lands in your sales Slack channel as a formatted message with the top at-risk deals named and a clear recommended focus for the week.
When to use it
Use this when your team's Monday standup keeps starting with "let me pull up the dashboard." It replaces the manual ritual of exporting reports, eyeballing stale deals, and writing the weekly recap by hand. Ideal for sales managers and RevOps who want consistent, narrated pipeline visibility without anyone logging into Salesforce to assemble it. Best fit for teams running a defined sales stage model in Salesforce where close-date slippage and activity gaps are the leading risk signals.
How it works
A schedule trigger fires every Monday morning. The workflow runs a SOQL query against Salesforce for all open opportunities owned by the team, returning amount, stage, close date, and last activity date. A logic step scores each deal — flagging ones past their forecasted close date or idle beyond your activity threshold — and aggregates pipeline totals by stage. That structured summary is passed to OpenAI, which generates a concise narrative highlighting the biggest risks and the deals to push this week. The final message is posted to your designated Slack channel, formatted with headline metrics, a ranked at-risk list, and the AI's recommended focus.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.