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Automate pipeline review prep with a weekly summary posted to Slack.

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Start from a project scaffold

terse init acme-revenue
cd acme-revenue
terse integrate
terse generate

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What it does

  1. Runs every Monday at 9am.
  2. Reads open pipeline from Attio.
  3. Summarizes movement, risk, and next actions.
  4. Posts the digest to Slack.

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Core workflow

import { createJob, CronTrigger, TerseAgent } from "terse-sdk"

import { Attio, AttioList, Schedule, Slack, SlackChannel } from "./terse.generated"

createJob({
    name: "weekly-pipeline-digest",
    triggers: [Schedule.cron({ expression: "0 9 * * 1" })],
    onTrigger: async (event: CronTrigger) => {
        const agent = TerseAgent.create({
            prompt: "You write the weekly pipeline digest for revenue leaders. Call out movement, risk, and recommended next actions.",
            skills: [Attio.skill({ lists: [AttioList.Pipeline.OpenDeals] }), Slack.skill({ channel: SlackChannel.RevenueTeam })]
        })

        const digest = await agent.runAndWait(
            [
                `Summarize open pipeline for ${event.window.label}.`,
                `Window start: ${event.window.startsAt}`,
                `Window end: ${event.window.endsAt}`,
                "Call out risk and recommend next actions."
            ].join("\n")
        )

        await agent.tools.slack.sendMessage({
            channelId: SlackChannel.RevenueTeam.channelId,
            message: digest
        })
    }
})

​
Customize

  • Change the cron expression for your reporting cadence.
  • Split by segment if your team reviews enterprise and SMB separately.
  • Post to a thread if you want replies to stay contained.