Daily Ops Digest → Slack

Summarize yesterday's new leads, stage changes, and stalled deals from Salesforce and post a crisp morning digest to your team's Slack channel.

2 agentsSalesforceSlack
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. 01pipeline_readerSalesforce

    You read Salesforce. Query: Leads created in the last 24 hours (name, company, source, status); Opportunities whose StageName changed in the last 24 hours (name, amount, stage); and open Opportunities with no activity in 7+ days (name, amount, owner, days since last modified). Report exact figures and counts. Do not write anything.

  2. 02digest_posterSlack

    You post to Slack. Turn the pipeline report into a digest under 25 lines: a one-line headline with counts, then three short sections (New leads, Stage changes, Stalled deals) using Slack mrkdwn bullets, amounts formatted as $12,500, and a closing line naming the single most urgent item. Post it once to the channel named in the input (look it up with slack_list_channels if you need the id). Report the message timestamp.