Daily Sales Pipeline Digest for Your Team
Every morning, WebRun opens Salesforce, reads the current pipeline across all stages, tallies new deals added yesterday, deals closed won and lost, and total weighted value by stage, then posts a clean digest to your #sales channel before the team starts their day.
How can I automatically send my sales team a daily pipeline summary in Slack?
Every morning, WebRun opens Salesforce, reads the full pipeline across all stages, tallies new deals added yesterday, deals closed won and lost, and weighted value by stage, then posts a clean digest to your Slack sales channel — so the team starts the day aligned without building reports manually.
- Team starts every day with a current pipeline snapshot, not a stale spreadsheet
- Salesforce pipeline data surfaced in Slack without manual report building
- Won, lost, and forecast totals visible at a glance each morning
Built for sales managers · sales operations teams · revenue leaders · B2B sales teams
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
login.salesforce.comin a real browser with your saved login — no setup, no API keys. -
1
Salesforce — read pipeline and activity
salesforce.com
WebRun opens Salesforce to read pipeline and activity. - Open Salesforce Reports and run your saved Pipeline Summary report
- Capture deal counts and total values by stage, filtered to the current fiscal quarter
- Pull yesterday's activity: new deals created, deals closed won, deals closed lost, and total calls logged
- Calculate weighted pipeline by multiplying each stage's total value by its close probability
Done when A full pipeline snapshot including yesterday's activity is ready.
-
2
Slack — post the morning digest
slack.com
WebRun opens Slack to post the morning digest. - Format the data into a clean, scannable morning digest with stage totals and yesterday's wins/losses
- Include a 'Deals to Close This Week' section for deals with close dates in the next 7 days
- Post to #sales and pin or star it so it is easy to find later
Done when The digest is posted in Slack and the team has a clear picture of the day's pipeline.
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
Can I customise which stages or reps are included?
Yes. The digest is built from your saved Salesforce report, so edit that report to filter by team, region, or stage and WebRun will reflect it automatically.
What if Salesforce data isn't updated yet in the morning?
WebRun reads live data at run time, so it captures whatever is in Salesforce at that moment. If your team logs activity the night before, it will be included.
Can it run for different channels per region?
Yes. Set up separate templates for each region — each pointing to its own Salesforce report filter and Slack channel.
Related templates
Put this on autopilot.
Turn it on in minutes — or have our team set it up for you.