Automated reports triggered by time

gk Member Posts: 1
edited May 2023 in Sales CRM #1

I'd like to have automations that trigger counts at specific time periods. I specifically want the reports to be published on Slack

Example use case:

A report published on Slack of my pipeline statuses and changes at the end of the day.

  • How many deals do I have at a Stage A in Pipeline X
  • How many deals moved from Stage A to B
  • What is the sum of the value of the deals in Stage B