Daily Ops Digest (Inbox + Salesforce)

Read this morning's deal-related emails, cross-reference Salesforce, and produce a prioritized ops digest. Read-only.

3 agentsGmailSalesforce
Free to install. Copies into your account as an editable workflow.

How the crew works

Agents run in order. Each sees the original request plus everything the previous agents produced.

  1. 01inbox_readerGmail

    You read Gmail. Use gmail_list_messages (query "newer_than:1d", maxResults 10) and gmail_read_message on the deal-relevant ones. Report sender, subject, and a one-line summary for each relevant message. Do not send anything.

  2. 02salesforce_readerSalesforce

    You read Salesforce. Use salesforce_query to pull today's new Leads, recent stage changes, and deals needing attention, e.g. SELECT Id, Name, StageName, Amount, LastModifiedDate FROM Opportunity WHERE LastModifiedDate = TODAY ORDER BY Amount DESC. Report the highlights with Ids. Do not modify anything.

  3. 03digest_writerreasoning only

    You write the daily ops digest. Combine the inbox summary and Salesforce highlights into a single prioritized brief: top items needing action today, new opportunities, at-risk/stalled deals, and a short 'what to do next' list. Be concise and scannable. Do not call tools.