Automated Attio Weekly Pipeline Scorecard
Every Friday afternoon, WebRun opens Attio, reviews every deal that advanced a stage, stalled, or closed this week, checks that next week's pipeline review already has a slot on Google Calendar and books one if it does not, then posts the full scorecard to Microsoft Teams so the team walks into Monday already knowing where things stand.
How do I get a weekly pipeline scorecard from Attio automatically?
Every Friday, WebRun opens Attio and groups the week's deals into advanced, stalled, and closed, totaling the pipeline value in each. It confirms next week's pipeline review has a slot on Google Calendar, booking one if it is missing, then posts the full scorecard to Microsoft Teams, so the team starts Monday already knowing where the pipeline stands.
- The team sees pipeline movement every Friday, not just at forecast time
- Stalled deals get surfaced weekly instead of going unnoticed
- The Monday review always has a confirmed slot waiting
Built for sales managers · revenue operations · startup sales teams · founders
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.attio.comin a real browser with your saved login - no setup, no API keys. -
1
Attio - review this week's pipeline movement
attio.com
WebRun opens Attio to review this week's pipeline movement. - Open Attio and compare this week's pipeline against last week's snapshot
- Group deals into advanced, stalled, and closed
- Total the pipeline value in each group
Done when Every deal that moved, stalled, or closed this week is grouped and totaled.
-
2
Google Calendar - confirm next week's pipeline review slot
calendar.google.com
WebRun opens Google Calendar to confirm next week's pipeline review slot. - Check whether next week's pipeline review already has a slot
- Book one at the usual time if it is missing
- Attach the scorecard summary to the event description once ready
Done when Next week's pipeline review has a confirmed slot on the calendar.
-
3
Microsoft Teams - post the scorecard
microsoft.com
WebRun opens Microsoft Teams to post the scorecard. - Post the scorecard with deals advanced, stalled, and closed this week
- Include the pipeline value for each group
- Note the date and time of next week's review
Done when The team has this week's scorecard in Microsoft Teams before Monday.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it change anything in the pipeline?
No. WebRun only reads deal stages and totals in Attio to build the scorecard. It never moves a deal or edits a record itself.
What counts as a stalled deal?
Any open deal that has not changed stage since last week's snapshot. It still shows up in the scorecard so the team can decide whether to intervene.
What if the review slot is already booked?
WebRun checks Google Calendar first and only books a new slot when one is missing, so it will never create a duplicate meeting.
Related templates
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