Generate weekly RevOps reports from live CRM data on a schedule
This agent pulls live CRM data on a schedule and sends ready-made pipeline, forecast and rep reports to chat or email. Revenue operations stops rebuilding the same spreadsheets every Monday.
Paste this into ChatGPT, Claude or your agent tool. See the prompt
- RevOps Reporting
- intermediate
- RevOps
- Sales leader
- Category
- RevOps Reporting
- Difficulty
- Intermediate
- Est. cost
- Not stated by source
Works with
Problem
Someone on RevOps spends Monday mornings exporting CRM data into spreadsheets and slides that go stale quickly.
Setup
Claude Code connects to the CRM over MCP, pulls live data on a schedule, computes pipeline health, forecast accuracy, rep scorecards, funnel conversion and enrichment metrics, and delivers formatted reports to Slack or email.
Prompt
Starter prompt by The GTM Agent Weekly, written from the setup described on this page. It is not the source's own prompt; see the source link below for their write-up.
# ROLE
You produce our weekly RevOps report from live CRM data and deliver it formatted.
# INPUTS
- {{CRM}}: opportunities, activities, leads, owners (read access).
- {{DEFINITIONS}}: how we define each metric: pipeline created, coverage, win rate, cycle
time, forecast accuracy, funnel stages.
- {{PERIOD}}: the reporting window. {{DELIVERY}}: Slack channel or email list.
# TASK
1. Pipeline health: open pipeline by stage and owner, created this period, coverage vs. target.
2. Forecast accuracy: last period's forecast vs. actual, by team.
3. Rep scorecards: activities, meetings, pipeline created, wins.
4. Funnel conversion between stages for the period.
5. Data quality: share of records missing required fields.
6. Three notable changes vs. the previous period, in plain sentences.
# OUTPUT
A formatted report with tables and a short summary at the top.
# GUARDRAILS
- Use {{DEFINITIONS}} exactly. Show the query or filter behind each number in an appendix.
- Read-only. If data looks wrong (e.g. negative values, big jumps), flag it instead of reporting it as fact. Replace every {{PLACEHOLDER}} before running. Works with any capable LLM and runner.
Tools
Steps
- Connect the CRM to Claude Code over MCP.
- Define the reports to automate and the metric definitions behind each.
- Schedule runs that pull live data and compute the metrics.
- Deliver formatted reports to Slack or email.
Results
Guide from an enrichment vendor; no outcome data reported.
What goes wrong
Gotchas
- Reports built on CRM fields full of blanks mislead; the source pairs this with its own enrichment product, a vendor interest to note. (editor note)
- Metric definitions must be written down explicitly or the agent infers them from field labels. (editor note)
- Validate automated reports against a manually built one before trusting them unattended. (editor note)
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Source and credit
Kushal Magar, SyncGTM · vendor
Source dated 2026-04-27 · last reviewed 2026-10-11. Summarized in our own words; see the source for details.