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Keep your leadership team informed with a data-driven, automated morning briefing. This workflow pulls live metrics from HubSpot, Zendesk, and Pipedrive, then uses AI and Neural TTS to generate a professional audio briefing delivered via Discord, SMS, and Confluence.
🎯 What This Workflow Does
This template acts as an automated newsroom, executing a "Fetch → Analyze → Broadcast" cycle every weekday morning.
⏰ Step 1 — Intelligent Triggering
- Schedule: Runs Monday–Friday at 7:30 AM
- Weekday Guard: Skips weekends automatically
- Date Context: Generates standardized timestamps for API calls
🔀 Step 2 — Parallel Metric Fetching
- HubSpot: Fetches new leads and deal values
- Zendesk: Retrieves ticket volume and response metrics
- Pipedrive: Pulls pipeline health and deal status
- Merge: Waits for all APIs before proceeding
🤖 Step 3 — AI Scripting & Trend Analysis
- Historical Comparison: Reads previous data to calculate trends
- AI Script Generation: Uses OpenAI to create a natural, spoken-style briefing
🔊 Step 4 — Neural TTS & Hosting
- Voice Generation: Uses Azure Neural TTS for high-quality audio
- CDN Hosting: Uploads MP3 via UploadToURL for public access
📡 Step 5 — Multi-Channel Broadcast
- Discord: Sends rich message with audio link
- Twilio SMS: Delivers summary + link to leadership
- Confluence: Logs full report with embedded audio
✨ Key Features
- Parallel Processing: Faster execution with simultaneous API calls
- Trend Intelligence: Automatically calculates day-over-day changes
- Mobile Friendly: SMS delivery for on-the-go access
- Premium Audio: Natural-sounding Neural TTS voices
🔧 Setup Requirements
Required Integrations
- HubSpot, Zendesk, Pipedrive: API access
- OpenAI: API key + Assistant ID
- Azure Speech: Subscription key
- Twilio: SMS credentials
- Confluence: API token + space access
- UploadToURL: CDN hosting for audio
Turn your metrics into a daily executive briefing. Import this template and start broadcasting insights automatically.