What this workflow produces: A live pipeline awareness snapshot and a call-ready brief for every external meeting on your calendar — generated before you open your inbox.
When to run it: Every morning before starting the day. Takes 10–20 minutes.
Run: "Give me a summary of all updates across my top 10 opportunities from the last 48 hours — flag any that have gone cold, have meetings today, or have open tasks past due."
For each external meeting: "Prepare me for my call with [Contact] at [Company] — pull recent email threads, CRM opportunity status, notes from SharePoint, and flag any open commitments we made."
For each active deal: "What's the biggest risk in this deal right now?" and "What changed since my last update?"