Weekly AI Pipeline Report to Manager

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.

  1. Scheduled trigger fires every Friday at 4 PM
  2. Pipeline data pulled from CRM (all active opportunities closing in 90 days)
  3. Copilot AI narrative summary generated: total pipeline value, at-risk deals, likely closes
  4. HTML-formatted pipeline report emailed to sales manager
  5. Summary card posted to #sales-leadership Teams channel