Playbook

Pipeline reporting

Summarize next actions, pending showings, and stalled deals in a simple update.

Trigger

Reporting cycle

The workflow starts on a schedule or when the team needs a status view.

Action

Compile the update

Summarize showings, replies, and next actions in one place.

Approval

Verify current data

Check that the summary matches the live pipeline state.

Result

Readable update

Measure success by clarity, timeliness, and next-step visibility.