Slack Daily & Weekly Updates
Operate can send automated digests of your next steps to Slack, so you and your team stay on top of follow-ups without opening the CRM.Daily digest
A daily summary of your pending next steps, delivered each morning to a Slack channel or DM of your choice. It includes:- Due today — actions that need to happen today
- Overdue — items that are past due
- Completed yesterday — a quick recap of what you got done
Weekly digest
A weekly rollup sent at the start of each week, covering:- Pipeline summary — deals that moved, stalled, or closed
- Upcoming next steps — what’s on the agenda for the week
- Team activity — highlights from across your organization
Configuring updates
- Go to Settings > Integrations > Slack
- Under Notifications, toggle on Daily Digest and/or Weekly Digest
- Choose the channel or DM where you want to receive them
- Set your preferred delivery time
Per-team vs. personal
- Personal digests go to your DMs and show only your next steps
- Team digests go to a shared channel and show the full team’s activity