Daily Bigin pipeline digest in Slack

Every weekday at 8am, post a daily pipeline digest to Slack so the sales team knows where every open deal stands before the day starts.

Pull all open deals from Bigin using Query Records (COQL) against the Pipelines module, or fall back to List Records on Pipelines if COQL is not available. Filter out any deal whose Stage is Closed Won or Closed Lost — module and field API names in Bigin are case-sensitive, so use Pipelines and Stage exactly. For each open deal, keep at minimum the deal name, Stage, Amount, Closing_Date, and Owner.

For each deal, cross-reference recent activity. Use List Records on the Calls, Tasks, and Events modules and match them to deals via the What_Id / Parent_Id relationship. A deal is stalled if it has had no calls, no completed tasks, and no events in the last 7 days. A deal is a hot mover if its Stage or Amount changed in the last 7 days, or it has multiple activities logged this week. Also identify deals whose Closing_Date falls inside the current calendar month.

Compute a total pipeline value across all open deals (sum of Amount) and a per-stage breakdown with count and total value by Stage. Group the individual deal lines by Owner so each rep can scan straight to their deals.

Post the summary to Slack using Send a Message from the Slack Bot integration. Use Slack mrkdwn formatting (single asterisks for bold, angle-bracket links). The message should lead with the total pipeline value and stage breakdown at the top, then three clearly labelled sections: Moved this week, Stalled (no activity in 7+ days), and Closing this month. Inside each section, group deals under the owner's name and show deal name, stage, amount, and last activity date. Ask the user which Slack channel to post to on first run and remember it.

If there are no open deals, still post a short message confirming the pipeline is empty rather than sending nothing. Skip weekends.