Leadership Digest Agent
Post the week’s material pipeline movement to the leadership channel, so sales leaders can see what changed and spot potential gaps early.
- Trigger: every Monday
- AI steps: write a digest of the week’s material pipeline movement
- Output: the digest posted to the leadership channel
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 first thing every Monday
Every Monday, the agent runs first thing to give sales leaders a clear view of the pipeline movement that needs attention that week.
- Schedule: Weekly, every Monday
- Timing: First thing at the start of the week
Pull only material pipeline movement
Next, the agent pulls the opportunities with material changes in value or stage from the previous week. This keeps the digest focused on the movement sales leaders need to know about.
- Fields: Stage, value, and close date
- Threshold: Material changes in value and stage
Write the weekly digest
The agent turns the material pipeline movement into a digest of under 150 words. It explains what moved, by how much, and which deals were responsible, so sales leaders can quickly see where the pipeline changed.
Write this week’s pipeline digest for sales leaders.
Input: the opportunities with material changes in stage or value from the previous week, including each opportunity’s stage, value, and close date.
The digest should:
- Summarize what moved during the week.
- State how much the pipeline moved.
- Name the deals responsible for the movement.
- Surface potential gaps or weaknesses shown by those changes.
Rules: keep the digest under 150 words. Include only the material pipeline movement provided. Do not add explanations or deal details that are not in the input.
Return the digest as a short Slack message, ready to post.
Stay quiet when nothing material changed
After writing the digest, the agent checks whether the week included material pipeline movement. It continues when there is something worth sharing and stays quiet on a slow week, which keeps the leadership channel worth opening.
- If material: Continue to post the digest
- If not material: Stay quiet and post nothing
Post the digest to the leadership channel
When there is material movement, the agent posts the digest to the leadership channel. It shares the update in the channel rather than sending it to individuals because the digest provides context, not a task for one person.
- Channel: The leadership channel
- Recipients: Sales leaders in the channel
- Sends individually: Never
The week’s material pipeline movement in the leadership channel
See what moved in the pipeline during the previous week, by how much, and which deals were responsible. The digest appears in the leadership channel every Monday when there is material movement, helping sales leaders spot potential gaps and weaknesses early.
- For sales leaders: Review the week’s material changes and focus on the deals or pipeline gaps that need attention.
AI Agents that pair well
Same data, different jobs. Run them together for a fuller picture.
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