Last run 1 day ago
Weekly Report Generator
Triggers
Manual APIActive
POST /api/agents/agent-3/run
89 calls
MCP Server
Expose agent as MCP-compatible tool
WebhookActive
https://api.agentictrust.com/webhooks/agent-3
1,234 calls
Weekly Monday ReportActive
Every Monday at 8:00
48 runs
Goal
Generate comprehensive weekly sales performance reports with insights, trends, and recommendations, then distribute to stakeholders.
Integrations
- 1.
Salesforce(API)
- 2.
Notion(API)
- 3.
Gmail(API)
Instructions
- 1.Every Monday at 8 AM, fetch sales data from Salesforce for the past week
- 2.Calculate key metrics: revenue, deals closed, pipeline changes
- 3.Generate insights and trend analysis using historical data
- 4.Create a formatted report document in Notion
- 5.Email report summary to sales leadership team