# Pipeline digest

Daily digest of pipeline changes and stale deals.

Canonical HTML page: <https://agenta.ai/marketplace/pipeline-digest>

[Use it for free](https://cloud.agenta.ai/?template=pipeline-digest)

- Category: Sales
- Author: [Agenta team](https://agenta.ai/creators/agenta)
- Trigger: Daily
- Tools: 2 HubSpot + 2 Slack tools
- Version: 1.0.0

## Overview

Posts a daily digest of pipeline changes and stale deals to Slack.

## How it works

1. Runs once a day on a schedule.
2. Read the deals with HubSpot.
3. Post the digest with Slack.

## How to set this up

1. Use it for free. Agenta creates the agent from this template in your workspace.
2. Connect HubSpot and Slack. Each app connects from the setup screen.
3. Test, then let it run. Run it once to check the result. Then the trigger takes over.

## What it needs

- HubSpot account
- Slack account

## Apps

HubSpot, Slack

## Related templates

- [Lead qualifier](https://agenta.ai/marketplace/lead-qualifier)
- [CRM updater](https://agenta.ai/marketplace/crm-updater)
- [Outreach drafter](https://agenta.ai/marketplace/outreach-drafter)

## 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.

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## Machine-readable

- [Sitemap](https://agenta.ai/sitemap-index.xml)
- [llms.txt](https://agenta.ai/llms.txt)
- [OpenAPI specification](https://agenta.ai/openapi.json)
- [Documentation](https://docs.agenta.ai)

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`Accept: text/markdown`.