Daily Quo Call and SMS Digest in Slack | Workflow Template

Every weekday at 8am in my local time zone, run an agent that builds a daily digest of yesterday's Quo activity and posts it into a Slack channel I pick at setup. The trigger is a cron schedule, Monday through Friday at 8am.

Step 1. Pull yesterday's activity from Quo. Use List Calls to fetch every completed call across the workspace's Quo phone numbers for yesterday's date range. Use List Conversations and List Messages to fetch yesterday's SMS threads and the messages inside them. For any call that has a recording or AI summary available, use Get Call Summary to pull the AI-generated summary and key points.

Step 2. Cluster and prioritize. Group the activity by theme based on the summaries and message content. Typical themes are sales conversations, support issues, scheduling and logistics, and anything else that comes up. Be opinionated. Pick the two or three most important calls of the day based on signals like call duration, whether it was answered, who the participant was, and what the AI summary says happened. This is not a raw activity log, it is a prioritized brief.

Step 3. Identify unanswered SMS threads. For each inbound SMS thread from yesterday, check the most recent message. If the latest message is from the outside contact and no one on the team has replied, flag the thread as unanswered. Capture the participant's phone number and the timestamp of the last inbound message.

Step 4. Post the digest with Send a Message in Slack to the configured channel. Format it as Slack mrkdwn with this structure: a one-line headline with yesterday's date and a quick count of calls and messages, a Top calls section that leads with the two or three most important calls and includes the participant, call length, the AI summary, and any clear action items the agent extracted, a Themes section that briefly lists the other activity grouped by cluster, and a Needs a reply section that lists every unanswered inbound SMS thread with the participant phone number and the timestamp of the last message so someone can pick it up.

Keep the tone tight and skimmable. If there was no activity yesterday, post a short message saying so instead of a full digest. If the Quo plan does not return AI summaries for some calls, include the call metadata anyway and note that the summary was not available.

Additional information

What does this prompt do?

Pulls yesterday's Quo activity, including completed calls and SMS threads, and reads the AI summaries of any recorded calls.
Groups the activity by theme like sales conversations, support issues, and scheduling, and picks the two or three most important calls of the day.
Flags inbound SMS threads that look unanswered so someone on your team can pick them up before they go cold.
Posts a clean, prioritized digest to the Slack channel of your choice with action items, key numbers, and links.

What do I need to use this?

A Quo workspace where you are an Owner or Admin so you can connect the account.
A Quo plan that includes AI call summaries (Business or Scale) if you want the summaries in your digest.
A Slack workspace and the channel you want the digest posted in.
Roughly five minutes to connect both accounts the first time.

How can I customize it?

Change the schedule. Switch from weekday 8am to once a week, twice a day, or a specific time zone.
Pick a different Slack channel, a private channel, or send the digest as a DM to a specific person.
Tune what counts as a top call. For example, prioritize longer calls, calls with named customers, or calls tagged in a specific way.

Frequently asked questions

Do I need a paid Quo plan?

You need any active Quo plan to pull call and message activity. AI call summaries are only available on Quo's Business and Scale plans, so if you are on a lower tier the digest will still post but it will not include the AI summary text.

How does the agent decide which calls are the top calls of the day?

The agent reads through yesterday's calls and uses signals like call length, whether the call was answered, who the participant was, and what the AI summary says happened. It then picks the two or three calls that look most worth a teammate's attention rather than dumping everything.

What counts as an unanswered SMS thread?

Any inbound message thread from yesterday where the most recent message is from the outside contact and there is no reply from your team. The digest lists the participant's phone number and the timestamp of the last message so someone can jump in.

Can I post to more than one Slack channel?

Yes. You can duplicate this workflow and point each copy at a different channel, or ask the agent to fan the same digest out to several channels in one run.

Will the digest run on weekends or holidays?

Out of the box it runs Monday through Friday at 8am. You can change the schedule when you set it up, including skipping specific days or running on a custom calendar.