Monday pipeline intent digest

Every Monday AIMEE summarizes which open deals researched your topics, visited the site, replied or went quiet last week, grouped by owner and ranked by deal size, and posts it to Slack and email.

Use this workflowHow it works

3 stepsWeekly

The workflow diagram

Monday pipeline intent digest: workflow diagramThe 3 steps of this workflow, from its trigger to the final step.Every Monday at 7:30 AM. Scores, schedules and toolsBWWHENTRIGGEREvery Monday at 7:30 AMScores, schedules and toolsSummarize last week's pipeline signals. Waits and logicBWTHENSummarize last week'spipeline signalsWaits and logicPost it to Slack. IntegrationsINTHENPost it to SlackIntegrationsEmail the sales lead. IntegrationsINTHENEmail the sales leadIntegrationsThis path stops here
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

Every Monday AIMEE summarizes which open deals researched your topics, visited the site, replied or went quiet last week, grouped by owner and ranked by deal size, and posts it to Slack and email.

Why it works. One weekly view of buyer activity across the pipeline focuses the sales meeting on the deals that moved.

Nothing is sent to buyers.

How it works

It starts: Every Monday at 7:30 AM, or run now.

  1. 1

    Summarize last week's pipeline signals

    AIMEE classifies, extracts or writes using your instruction.

  2. 2

    Post it to Slack

    Posts a message to your team chat.

  3. 3

    Email the sales lead

    Emails a teammate with the details.

What you need

  • A Slack channel
  • Pipeline sync

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

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