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Monday recap of last week’s new leads on Teams

Every Monday at 8:30, reads the leads table (columns Company, Source, Need, Status “New”), asks the AI for a short recap by source with the most promising ones first, and posts it on Teams for the sales meeting. Skipped when there are no new leads. Pick the table and paste the Teams webhook.

By
Loop & Roll team · Official
Copied
0 times
Steps
5
Version
1 · 18 October 2026
Requires
Loop & Roll 1.0.0 or later

Workflow graph

Monday recap of last week’s new leads on Teams Hover a node to see its role · Drag to move the graph
Every Monday at 8:30 — ScheduleEvery Monday at 8:30ScheduleList the new leads — Table — list rowsList the new leadsTable — list rowsAny new lead? — Condition (If)Any new lead?Condition (If)truefalseWrite the recap — Free instruction (AI)Write the recapFree instruction (AI)ModelPost on Teams — NotifyPost on TeamsNotifyOpenAI — OpenAI (GPT)OpenAIgpt-5-mini
Monday recap of last week’s new leads on Teams

How it works

  1. 1

    Every Monday at 8:30

    trigger.schedule

  2. 2

    List the new leads

    table.list

  3. 3

    Any new lead?

    flow.if

  4. 4

    Write the recap

    ai.prompt

  5. 5

    Post on Teams

    notify.send

What you will fill in after import

Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.

Tables to choose
List the new leads · table
Connections to choose
OpenAI · connection (llm_provider)
Secrets to fill in
Post on Teams · webhookUrl

See also

More in Notifications

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