What it does
Start the day with what needs attention — deals stuck in a stage, meetings coming up, relationships going cold — compiled for you automatically.
Example prompt
"Each morning, check my Outbound - Wilson pipeline: which deals haven't moved, who I'm meeting today, and who's gone quiet for two weeks."
What happens
On a schedule, your agent pulls the deals in the group you specify, reads each one's Status and lastInteraction, checks upcoming interactions for today's meetings, flags what's stalled or cooling, and sends you a prioritized brief.
Tools used
get_workspace_schemasearch_objectlist_upcoming_interactionsget_person
