Trigger: Scheduled — runs every Friday at 3 PM.
What this automates: The Friday pipeline review and forecast report. Every deal is analyzed against close probability, activity recency, and risk flags — with a pipeline health score and the week's top priority action delivered automatically.
- Scheduled trigger fires every Friday at 3 PM
- Pipeline data retrieved from Google Sheets
- Claude API generates structured forecast report: Commit Forecast, Best Case, At Risk deals with actions, Stalled deals, Pipeline Health Score (1-10), Top Priority Action
- Forecast report posted to Slack #sales-forecast channel
- Forecast email sent to manager
