Daily and weekly reporting often involves digging through CRM data, meeting notes, and call summaries—then manually compiling insights for your team. This quick start playbook automates that entire process.

It adapts to your existing tools, whether you're using Salesforce, HubSpot, Zoom, or Slack. You choose the apps, and Bardeen builds a report that fits your workflow.

How to configure the daily/weekly reports quick start playbook

Setting up this playbook is simple. Each step lets you choose the tools you already use.

Step 1: Summarize deals and pipeline activities from CRM

Start by selecting your CRM. Bardeen will pull data like deal stages, owner activity, and recent changes. You can choose from:

• HubSpot
• Salesforce
• Pipedrive
• Affinity
• Zoho

This step ensures your report includes the most up-to-date pipeline data and helps you track deal progression accurately.

Step 2: Include call notes and transcripts

Next, choose where Bardeen should pull meeting notes and call transcripts from. These insights help explain what’s driving deal movement. Options include:

• Fireflies
• Zoom
• Gong
• Google Calendar
• Microsoft Outlook Calendar

This step adds context to your pipeline data, helping you understand what was discussed and what actions were taken.

Step 3: Assess pipeline health and deal progression

Bardeen will now analyze your data to assess deal momentum, rep performance, and pipeline coverage. It looks at things like:

• Deal stage movement
• Call frequency
• Meeting outcomes
• Rep activity

This step helps you identify which deals are moving forward, which are stuck, and where your team may need support.

Step 4: Identify patterns

Bardeen uses AI to detect patterns in your data. It can highlight trends like:

• Deals stalling at a certain stage
• Reps with high or low activity
• Common reasons for lost deals
• Shifts in customer behavior

This step is key for spotting risks and opportunities early, helping you act before problems grow.

Step 5: Share actionable insights via Slack, Teams or email

Finally, choose how you want to share the report. Bardeen formats the insights into a clean summary and sends it to your preferred channel. Options include:

• Save in Google Drive
• Save in OneDrive
• Send to Slack
• Send to Microsoft Teams
• Send via Google Mail
• Send via Microsoft Outlook

This step ensures your team stays informed and aligned, without needing to chase down updates.

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How to automate daily/weekly reports with Bardeen’s quick start playbook?

Automating daily and weekly reports helps sales leaders and RevOps teams stay on top of pipeline health, team activity, and deal momentum—without manual effort. It brings together data from multiple sources and presents it in a clear, actionable format.

Benefits of automating daily/weekly reports

Automating reporting gives you a real-time view of your sales pipeline and team performance. Here’s how it helps:

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Ways to automate daily/weekly reports

This playbook automates key steps in the reporting process, from gathering data to sharing insights.

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