Every Friday afternoon, automatically generate a structured pipeline report for the sales manager — covering all open opportunities closing in the next 90 days, deal-by-deal risk assessment, and an AI-written executive narrative summary. Replaces manual pipeline prep with a consistently formatted, intelligence-enriched weekly brief.
Trigger: Scheduled (every Friday at 4pm)
Steps:
- Query CRM for all open opportunities closing within 90 days for the team
- Pull: opportunity name, account, value, stage, close date, owner, last activity
- Send pipeline data to AI API with prompt: "Write a 3-paragraph executive summary covering total pipeline value, which deals are most at risk this week and why, and what momentum looks like"
- Compile into HTML report: AI narrative + data table
- Email to manager with subject: "Weekly Pipeline Report [current date]"
- Optionally: post summary to manager's Slack DM
Tools: Zapier or Power Automate, Claude API or Microsoft Copilot, HubSpot or Salesforce or Dynamics 365
