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Pipeline digest

Daily digest of pipeline changes and stale deals.

Daily

Overview

Posts a daily digest of pipeline changes and stale deals to Slack.

How it works

  1. 1Runs once a day on a schedule.
  2. 2Read the deals with HubSpot.
  3. 3Post the digest with Slack.

How to set this up

  1. 1Use it for freeAgenta creates the agent from this template in your workspace.
  2. 2Connect HubSpot and SlackEach app connects from the setup screen.
  3. 3Test, then let it runRun it once to check the result. Then the trigger takes over.

Start with the Pipeline digest template