Monday morning Bigin deal coaching report by Gmail

Every Monday at 8am, generate a coaching-oriented deal review report of my Bigin pipeline and email it as a draft to my sales manager. The report is for a manager preparing for 1:1s with reps: it should be readable top-to-bottom in five minutes and give the manager one concrete nudge per deal to bring into the conversation.

Step 1. Pull all open deals from Bigin using Query Records (COQL) against the Pipelines module. Filter to deals whose Stage is not one of the closed stages (Closed Won or Closed Lost or any equivalent closed stage the org uses). Enumerate the fields to select explicitly — at minimum id, Deal_Name, Owner, Stage, Sub_Pipeline, Amount, Closing_Date, Contact_Name, Account_Name, Modified_Time. Order by Owner then Closing_Date ascending. Page through results until every open deal is loaded (COQL returns up to 200 rows per call, use LIMIT/OFFSET).

Step 2. For each deal, gather recent activity from the Calls, Tasks, Events, and Notes modules using List Records. The List Records operation requires an explicit fields parameter (comma-separated, max 50) — do not omit it. For Calls request Subject, Call_Type, Call_Start_Time, Call_Duration, Description, Who_Id, What_Id, Owner. For Tasks request Subject, Status, Priority, Due_Date, Description, Who_Id, What_Id, Owner, Closed_Time. For Events request Subject, Start_DateTime, End_DateTime, Description, Who_Id, What_Id, Owner. For Notes request Note_Title, Note_Content, Parent_Id, Created_Time, Modified_Time, Owner. Filter or scope by the deal id (What_Id / Parent_Id) so activities are correctly attributed to their deal. Use Get Record on the deal if any additional detail is needed to explain the nudge.

Step 3. Group deals by rep (deal Owner). Within each rep's section, produce four call-outs: (a) Stalled deals — any deal whose most recent activity across Calls, Tasks, Events, and Notes is older than 7 days (or has no activity at all). (b) High-value deals closing this month — any deal with Closing_Date in the current calendar month, sorted by Amount descending. (c) Deals missing a next-step task — any deal with no open Task whose Due_Date is in the future. (d) One recommended nudge per deal — a specific action the rep should take next (send a follow-up, book a discovery call, share a case study, involve the manager, etc.), grounded in what the recent activity actually shows.

Step 4. Format the report as HTML email with a table of contents at the top listing each rep as an anchor link, followed by one section per rep. Each rep section shows a short header line (rep name, count of open deals, count of stalled deals, total pipeline value), then the four call-out lists, then a per-deal table with columns: Deal name, Stage, Amount, Closing date, Days since last activity, Recommended nudge. Keep the tone coaching-oriented, not accusatory — this is a manager's prep doc, not a scoreboard.

Step 5. Create the report as a Gmail draft using Create a Draft, with To set to the sales manager's email address and a subject line like 'Weekly deal review — week of {Monday date}'. Then use Send a Draft to actually send it. Report the sent message id in the run output.

Configuration surface: the sales manager's email address, the stall threshold in days (default 7), the sub-pipeline filter (default all), the send day/time (default Monday 8am). If the org has multiple sub-pipelines, allow the report to be scoped to one.