Workflow
Get a weekly pipeline report without opening the CRM
The numbers you actually check, in your inbox every week, without anyone building a spreadsheet.
How it runs
TriggerSchedule runs every Monday
Data pulled from your CRM
Numbers summarised and formatted
ResultReport sent to your inbox or WhatsApp
Who it is for
- Founders who want the picture without digging for it
- Sales managers running a weekly review
- Teams where reporting is somebody's Friday afternoon
Tools it can use
HubSpot or Pipedriven8n or MakeClaudeEmail or WhatsApp
We recommend what fits your stack and costs the least. Everything runs in your accounts, in your name.