Sales & pipeline · Workflow template

Daily Zoho CRM pipeline digest → Slack

Each morning Carly pulls open deals from Zoho CRM, flags ones gone quiet, and posts a clean pipeline digest to Slack so nothing stalls.

zoho

Slack

Build this in Carly Or copy the prompt ↓

The workflow at a glance

Trigger

8am every day

cron

Tool

List open deals

LLM

Flag stalled

Action

Post digest

How this workflow works, step by step

1 Trigger 8am every day

Carly runs this workflow on a schedule — 8am every day. No clicks, no reminders. It just fires.
2 Tool List open deals

Carly pulls live data from zoho — "List open deals." Whatever's needed for the next step is fetched fresh, not cached.
3 LLM Flag stalled

An LLM step does the thinking: flag stalled. Carly picks the right model for the job and you can swap models per step if you need to.
4 Action Post digest

Finally Carly takes action in Slack: post digest. This is the thing that actually moves the world.

When to use this template

You want this work to happen consistently without anyone remembering to do it.
You're already using zoho and Slack, and the manual version of this is eating real minutes a week.
You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.

When not to use it

This task only happens once or twice a month — the setup cost won't pay back.
The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.

Build it in 10 minutes — copy this prompt

Paste this in an email to and Carly will build the workflow for you.

Hey Carly — please build me this workflow.

Name: Daily Zoho CRM pipeline digest → Slack

What it should do:
Each morning Carly pulls open deals from Zoho CRM, flags ones gone quiet, and posts a clean pipeline digest to Slack so nothing stalls.

Steps:
1. Trigger: 8am every day (cron)
2. Tool: List open deals
3. LLM: Flag stalled
4. Action: Post digest

Tools to wire up: zoho, Slack

Set it live once you've got it working. Thanks!

Or open the dashboard →

Apps you'll connect

Carly authenticates these for you over OAuth when she sets up the workflow.

zoho

Slack

Questions teams ask before building this

How long does this workflow take to set up?

Most teams have "Daily Zoho CRM pipeline digest → Slack" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating zoho.

Can I edit this template after Carly builds it?

Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.

What if I use a different tool than the ones in this template?

Carly connects to 200+ tools, plus a generic HTTP node for any API that doesn't have a native integration. Tell Carly your stack when you send the prompt and she'll pick the right connectors.

Does this run automatically once it's built?

Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.

Does this workflow cost anything to run?

Running the workflow itself — triggers, tool calls, branches, filters, waits — is free with no per-task fees. You only pay for the AI steps in this template (the LLM nodes that classify, write, or decide). Everything around them runs at no cost.