A weekly sales summary — straight into your team chat

On schedule the scenario pulls deals from your table, calculates the pipeline metrics and posts the summary into your team chat.

  • The report builds itself, right on time
  • Weighted pipeline that accounts for deal stage
  • Biggest deal and closed revenue in one summary
  • The team sees the numbers in chat, no spreadsheets to open
Set it up for yourselfScriptera

How it works

Automating rees46 and pachca takes no code: a ready-made scenario does the routine for you.

  1. Starts when: Schedule Trigger
  2. Then: Search Open Deals
  3. Check: Merge Deals
  4. Then: Slack Message Summary
  5. Then: Advanced Metrics
  6. Then: Slack Message
  7. Then: Search Won Deals

You can launch this rees46 + pachca integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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