Exec Update Agent

Send the CRO, CFO, and VP of Sales separate weekly updates focused on the pipeline questions each executive usually asks.

Trigger: weekly, once for each executive
AI steps: write three updates from the week’s pipeline movement
Output: a tailored update sent separately to each executive

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Exec Update Agent: weekly, once for each executive; write three updates from the week’s pipeline movement; a tailored update sent separately to each executive

How it works

Agent breakdown

A blueprint to adapt, not a fixed recipe. Set the trigger, thresholds, and methodology that fit your team, and each step builds on the last, using the conversation and CRM context you already capture.

Run weekly for each executive

Trigger

Schedule-Triggered · Weekly, one per executive

Pull the week’s pipeline movement

Action

Get/Lookup · Opportunity · Scope: the week's movement

Write three tailored executive updates

Action

AI Step · Output: three tailored updates

Send each update separately

Output

Send Internal Email · Recipients: one email per executive

TriggerStep 1 of 6

Run weekly for each executive

Each week, the agent starts a separate update for the CRO, CFO, and VP of Sales. This keeps each email focused on the questions that executive usually asks, rather than sending one general pipeline summary to everybody.

Schedule: Weekly
Executives: CRO, CFO, and VP of Sales

ActionStep 2 of 6

Pull the week’s pipeline movement

Next, the agent pulls the opportunities that moved during the week, including their stage, value, and close date. It focuses the updates on what changed rather than restating the pipeline the executives can already see.

Fields: Stage, value, and close date
Exclude: Anything under 25k
Group: By executive

ActionStep 3 of 6

Write three tailored executive updates

From the same week’s movement, the agent writes a different update for each executive. The CRO gets the view on pipeline and risk, the CFO gets cash timing and forecast accuracy, and the VP of Sales gets rep and stage performance.

Prompt

Write three executive updates based on the opportunity movement from the same week.

Input: the stage, value, and close date of opportunities that moved this week, grouped by executive and excluding anything under 25k.

For the CRO, focus on pipeline movement and risk.
For the CFO, focus on cash timing and forecast accuracy.
For the VP of Sales, focus on rep and stage performance.

Rules: keep each update under 150 words. Focus on what changed during the week rather than restating the full pipeline. Use only the opportunity information provided.

Return three clearly labeled updates: CRO, CFO, and VP of Sales.

Copy

OutputStep 4 of 6

Send each update separately

Finally, the agent sends each executive their own update by internal email. Keeping the emails separate means each subject and message can address that executive’s questions without starting a group thread.

Subject: Named for the executive’s question
Send: Never as a group email

Output

Three tailored weekly updates in separate emails to each executive

Give the CRO, CFO, and VP of Sales separate weekly emails covering the pipeline changes that matter to each of them. The CRO sees pipeline and risk, the CFO sees cash timing and forecast accuracy, and the VP of Sales sees rep and stage performance.

For executives: Read a focused update without searching through a general pipeline summary.
For RevOps: Keep the three updates consistent by writing them from the same week’s opportunity movement.