Monthly AI Index briefing in Notion and Slack
On the 1st of every month, auto-publish a Ramp AI Index report to Notion and post a 5-bullet recap to Slack.
Integrations
Ramp Data
Notion
Slack
Type
Categories
- Operations
- Marketing
Build me an agent workflow that publishes a monthly AI Index briefing for an internal audience, modeled on Ramp's public AI Index posts.
Trigger: cron, monthly. Run on the 1st of every month at 9:00am America/New_York.
Steps the agent should take on each run:
1. Pull the last 12 months of data from Ramp Data using three operations: Get AI Index Adoption (overall trend with per-vendor breakdown), Get AI Index Adoption by Sector, and Get AI Index Adoption by Company Size.
2. Synthesize a narrative briefing that covers: (a) the overall AI adoption trend month over month, (b) the three sectors that moved the most this month and why that matters, (c) which company size segment is leading versus lagging, and (d) the per-vendor share shifts across providers like OpenAI, Anthropic, Google, and any other vendors that show up in the data. Lead with a What changed since last month callout up top so readers see the headline immediately.
3. Create a new page in Notion using Create a Page, as a child of a designated AI Index Reports database. The page should contain the full narrative write-up plus a clean markdown table of the raw monthly numbers (overall adoption, top vendors by share, sector rows, company size rows). Title the page with the report month, for example AI Index Briefing - May 2026.
4. Post a 5-bullet executive summary to a chosen Slack channel using Send a Message. The message should open with the What changed since last month headline, list 5 tight bullets covering the trend, top-moving sectors, leading/lagging size segment, and the biggest vendor share shift, then end with a link back to the new Notion page.
Inputs to expose at setup: the Notion database id for AI Index Reports, the Slack channel to post to, and an optional list of vendors or sectors to emphasize. Default to surfacing all vendors and sectors that show up in the Ramp data.
Tone: confident, analyst-style, no hedging. Keep numbers exact, round percentages to one decimal, and call out direction (up/down) with a sign and the magnitude of the change versus the prior month.
What it does
- Pulls the last 12 months of Ramp AI Index data: overall adoption, sector breakdown, and company size breakdown.
- Writes a narrative briefing covering month-over-month trend, top-moving sectors, leading and lagging size segments, and per-vendor share shifts (OpenAI, Anthropic, Google, and others).
- Creates a new page in your Notion AI Index Reports database with the full write-up plus a clean markdown table of the raw numbers.
- Posts a 5-bullet executive summary to a Slack channel of your choice with a link back to the full Notion page, including a What changed since last month callout up top.
What you’ll need
- A Ramp account with access to Ramp Data AI Index reporting.
- A Notion workspace with a database where new monthly reports should be added.
- A Slack workspace and the channel where the executive summary should post.
How to customize it
- Change the schedule to run on a different day or time, or switch to weekly cadence.
- Pick the Notion database and Slack channel that the briefing should land in.
- Adjust the angle of the report, for example focusing only on a few sectors, specific vendors, or a chosen company size segment.
Use cases
- AI Reports
- Research & Monitoring
- Content Generation
