Trigger: Scheduled — runs every Friday at 4 PM.
What this automates: Eliminates 30–60 minutes managers spend each Friday manually pulling and compiling pipeline data.
- Scheduled trigger fires every Friday at 4 PM
- Pipeline data pulled from CRM (all active opportunities closing in 90 days)
- Copilot AI narrative summary generated: total pipeline value, at-risk deals, likely closes
- HTML-formatted pipeline report emailed to sales manager
- Summary card posted to #sales-leadership Teams channel