Agenta team
Overview
Posts a daily digest of pipeline changes and stale deals to Slack.
How it works
- WhenRuns once a day on a schedule.
- Step 1 · HubSpotRead the deals.
Read deals 
Step 2 · SlackPost the digest.Post the pipeline digest
Tools it can use
List dealsFetch deals changed since yesterday.Get dealCheck how long a deal has been stale.List channelsResolve the target channel to post to.Send messagePost the pipeline digest to the channel.
Set it up
- 1Use it for freeAgenta creates the agent from this template in your workspace.
- 2Connect HubSpot and SlackEach app connects from the setup screen.
- 3Test, then let it runRun it once to check the result. Then the trigger takes over.
Agenta team
Agenta team
Pipeline digest FAQ
What does the Pipeline digest template do?
Posts a daily digest of pipeline changes and stale deals to Slack.
When does the Pipeline digest agent run?
Runs once a day on a schedule.
Which apps does Pipeline digest connect to?
It connects to HubSpot or Salesforce or Attio and Slack.
Which tools can the Pipeline digest agent use?
It can use List deals, Get deal, List channels and Send message.
Is the Pipeline digest template free?
Yes. Every template runs on any Agenta plan, including the free plan.
Can I customize the Pipeline digest agent?
Yes. Every skill is a versioned SKILL.md. Edit it in the playground, evaluate the change, then deploy.