Deal Pipeline Reporting
Turn your CRM into a Monday-morning sales digest your team will actually read.
Sales managers waste their Sunday nights hand-pulling pipeline data and chasing reps for context, only to ship a digest that's already stale by Monday morning. This workflow runs it for you: every Monday at 8 AM, Relay.app pulls open deals from your CRM, AI flags the slipping ones, the sales manager gives a quick approval, and the clean digest lands in #sales-pipeline with deal owners @-mentioned.
Every Monday at 8 AM, the pipeline report runs itself
Every Relay.app workflow starts with a trigger — a signal that tells it when to run. Here it's the calendar: every Monday at 8 AM in your team's timezone, before stand-up, the workflow kicks off on its own. No one has to remember to chase numbers or block Sunday night to prep them.
Pull the data and let AI flag what's slipping
Relay.app connects to HubSpot and pulls every open deal — stage, amount, close date, owner, last activity. Then Claude flags what sales leaders care about: no activity in 14+ days, close dates that have slipped twice, deals missing a defined next step. Both the CRM step and the AI step are swappable — change either and the rest of the workflow keeps humming.
Draft, review, and post the digest
Claude turns the analysis into a Slack-ready digest — pipeline total, week-over-week movement, top 3 deals to watch, owners to chase. Before it lands, Relay.app DMs the sales manager for a quick edit. Once approved, the digest posts to #sales-pipeline with deal owners @-mentioned, so follow-ups have a clear home.
Archive a copy for the team's record
Same digest, appended to a running "Pipeline Review" Google Doc — so anyone can scroll back twelve weeks at quarter-end and see how pipeline health trended. Notion, Coda, Airtable, a Sheets row — whichever surface your team actually opens.
Make it yours in Relay.app
Start from this template and adapt it to your stack and your team. Relay.app's copilot picks up from here — swap any app, change the AI model, tweak the trigger, whatever fits your use case.