Automated market reports for your clients

On schedule, the scenario gathers fresh market data, turns it into a presentation, and sends it to your list — after your approval.

  • Fresh market research on autopilot
  • A finished presentation with no manual formatting
  • Sent to your list once you approve
  • A final summary to your messenger
SlackGoogle Sheets
Connect Copper and runScriptera

How it works

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

  1. Starts when: Schedule Trigger
  2. Then: Create a research task
  3. Then: Get a research task
  4. Check: If1
  5. If yes: PandaDoc (Generate Presentation)
  6. Then: PandaDoc (checkPresentationStatus)
  7. Check: If
  8. If yes: HTTP Request
  9. Then: Pending Approval
  10. Then: Fetch contact
  11. Check: Batch Instantly Upload
  12. Then: Prep Batch Upload Data
  13. Then: Update Sheet Status
  14. Then: Aggregate Final Results
  15. Then: Send a message1
  16. Then: Instantly Add Lead
  17. Then: Wait for Instantly Rate Limit
  18. If no: Wait
  19. If no: Wait1

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

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