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GuidesBy departmentSalesWeekly pipeline digest

Weekly pipeline digest

You’ll build an agent that pulls pipeline data from your CRM each week, summarizes the changes, and emails the digest to sales leadership on a schedule.

The plan

  1. Create the digest agent
  2. Connect your CRM as an integration
  3. Give it an email address to send from
  4. Schedule it to run weekly

Step 1 — Create the agent

In Agents, create an agent and use System instructions to define the digest: total pipeline, deals moved, deals slipped, top risks, and what changed since last week. Ask for a tight, scannable format.

Step 2 — Connect your CRM

Connect your CRM through the Composio app library or a custom integration / MCP server, then enable it on the agent in Integrations. The agent reads opportunity records to build the summary.

Step 3 — Send the digest by email

Publish the agent and add agent mail so it can deliver the digest to a distribution list, or have it post results through another connected channel.

Step 4 — Run it on a schedule

Create a recurring task under Automation that runs the agent weekly with a prompt like “build and send this week’s pipeline digest.” Set the day and time in your workspace timezone and watch the first few runs.

Where to go next

Account research briefCustomer support