Daily digest of what matters
Have our Slack bot post a daily digest: deals closed, open tasks, new contacts.
The problem
The real state of the business is scattered: deals in one database, tasks in another, new contacts in a third. To brief the team someone opens all three every morning and stitches a summary together, or skips it and everyone works off a stale picture.
How the agent does it
Every morning the agent reads those databases: which deals moved to closed, which tasks are still open and overdue, which contacts were added since yesterday. It writes a short digest from that and posts it to your Slack channel, so the team starts the day with the real numbers and nobody had to assemble them.
Setup
- In Settings, connect Slack with a bot token and pick the channel to post in.
- Tell the agent which databases to read: Deals, Tasks, and Contacts.
- In the AI chat, describe the agent: each morning, summarize deals closed, open and overdue tasks, and new contacts, then post it to the channel.
- Set the trigger to a daily schedule at the time you want.
- Run it once to preview the message, then turn it on.
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