Weekly RevOps Leadership Deck, On Cron (L3)
Replaces the manual hour-long deck prep. A scheduled agent pings reps to refresh in-month pipeline, re-reads the thread, pulls from Slack/Linear/Snowflake, and ships the deck to leadership. Demoed by Nate Follen at Perplexity on the GTM AI Podcast.
The steps
- 01
Define deck skeleton as a reusable skill
Tool: Perplexity Computer / Claude Code
Hardcode the section structure: in-month commit, project status by Slack channel, top deals, blockers, asks. The skill knows where each data source lives, that's your reusable artifact.
- 02
Cron-trigger 24h before the meeting
Tool: Perplexity skill / scheduler
Wednesday morning for a Thursday meeting. Agent posts in #pipeline-prep: "Reply in thread with anything to include, I'll re-read this thread Thursday at 8am." Pins it.
- 03
Connect Salesforce + Snowflake + Linear
Tool: Native connectors
Snowflake for revenue cuts (via Claude Code in Nate's setup). Salesforce for pipeline. Linear for engineering burndown adjacent to GTM initiatives.
- 04
Re-scan thread + publish deck
Tool: Agent
Agent re-reads pinned thread, merges everything into the skeleton, drops PDF/slides in #leadership-readouts. Human spends 5 min editing, not 60 min building.
Tools in this playbook
- Perplexity Computer / Claude Code
- Perplexity skill / scheduler
- Native connectors
- Agent
Next playbooks
Unfamiliar terms are defined in the AI and Revenue Dictionary. Related frameworks live in the framework library.