Automating Your Weekly Forecast Rollup
Mutiny can build your forecast rollup before your Monday call. With an automation, the agent pulls your team’s pipeline from your CRM, categorizes deals into commit, upside, and best case, and delivers a summary before you walk into the meeting.
Connecting your integrations
This automation reads from your CRM, so connect HubSpot, or Salesforce if you’re on Enterprise. To have the rollup sent to Slack, connect the Slack integration. If you want it saved as a doc, connect Notion or Google Drive.
Creating the automation
In the left sidebar, open the Assistant dropdown and select Automation, then click + New automation in the top right. This launches a thread where the agent asks a few questions to set up your automation.
The agent will ask a series of questions about what the automation should do, when it should run, and where the output should go. Expand each question below for an example answer you can use.
What should this automation do?
Pull all open deals for my team from the CRM. Categorize each deal as commit, upside, or best case based on stage, close date, and recent activity. Summarize the totals for each category, call out deals that changed category since last week, and flag anything at risk of slipping this quarter.
If your team uses specific criteria for commit versus upside, spell them out in the prompt so the agent categorizes deals the way you would.
When should it run?
Every Monday morning before my forecast meeting
Schedule this ahead of your weekly or monthly forecast meeting, on whatever day works best for your team.
Where should the output go?
This is up to you and depends on your workflow. Some options:
- Have the agent email you when the automation finishes
- Send a Slack DM (if Slack is connected)
Enabling tool usage
For the automation to run without a hitch, you need to auto-approve its tools. Click into the automation, then click the wrench icon on the automation card. This is titled Tool usage. Select Auto approve all tools.
This lets the Mutiny agent make requests to your connected tools, like HubSpot, Salesforce, and Gmail, without pausing for approval each time.
Editing and monitoring your automation
Once created, your automation appears on the Automation page and in the thread, along with a summary of what it will do.
When you open the automation, you’ll see the instructions the agent drafted when you created it. Click into these to edit them at any time, whether you want to change how deals are categorized or adjust what the summary calls out.
You’ll also see a log of every run. These populate as the automation runs, so you can check what the agent did and confirm everything is working.