What does this Pipedrive automation do?
Each morning a run searches open Pipedrive deals, summarizes them, and emails the team.
What can you do with it?
- Read the pipeline in one email
- See what moved without opening the CRM
- Share the summary with people who have no seat
The Steps
This automation runs in 4 steps:
- When Schedule: Every day
- Then Pipedrive: Search Deals
- Then Taskade AI: Write with AI
- Then Taskade: Send an email
Who is this automation for?
Built for sales managers who review the pipeline every day. Each morning a run searches open Pipedrive deals, summarizes them, and emails the team.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Every day" from Schedule.
- Add the action "Search Deals" from Pipedrive.
- Add the action "Write with AI" from Taskade AI.
- Add the action "Send an email" from Taskade.
- Connect your Pipedrive account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.