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

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Scaffold it

terse init acme-revenue --template weekly-pipeline-digest

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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 { ScheduleCronInputEvent, Terse, TerseAgent } from "terse-sdk"
import { Attio, AttioList, Schedule, Slack, SlackChannel } from "./terse.generated"

const client = new Terse()

await client.createWorkflow({
  name: "weekly-pipeline-digest",
  triggers: [Schedule.cron({ expression: "0 9 * * 1" })],
  skills: [
    Attio.skill({ lists: [AttioList.Pipeline.OpenDeals] }),
    Slack.skill({ channel: SlackChannel.RevenueTeam }),
  ],
  onTrigger: async (event: ScheduleCronInputEvent, agent: TerseAgent) => {
    const prompt = [
      `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")

    const digest = await agent.runAndWait(prompt, event)

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

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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.