Playbook

ROI reporting

Summarize pipeline movement, booked meetings, and next actions in a simple results view.

Trigger

Reporting cycle starts

The workflow starts on a schedule or after a major activity window.

Action

Compile results

Pull the relevant activity, summarize changes, and identify the next step.

Approval

Verify figures

Make sure any reported numbers are grounded in the available data.

Result

Readable summary

Measure success by clarity, timeliness, and decision usefulness.