Weekly HoneyBook pipeline review in Slack and Notion
Every Monday at 8am, an agent reads your HoneyBook pipeline, flags stalled projects, files a written report in Notion, and posts the urgent items to Slack.
Integrations
HoneyBook
Notion
Slack
Type
Categories
- Sales
- Operations
Build an agent workflow that runs my weekly client pipeline review across HoneyBook, Notion, and Slack.
Trigger: cron, every Monday at 8:00am in my local timezone.
What the agent should do on each run:
1. Pull every project from HoneyBook using HoneyBook List Projects, paginating through all results. Group projects by their current stage (inquiry, proposal sent, signed/booked, in progress, completed, etc.).
2. For each stage, identify the projects that are stalled or need owner attention this week. Treat the following as defaults and apply judgment per stage: inquiries that have had no reply for 5+ days, signed proposals where the retainer is still unpaid after 7+ days, projects whose event date is within the next 30 days but where onboarding looks incomplete, and any project that has not moved stage in 14+ days.
3. Write a concise written report. Open with a one-paragraph summary of pipeline health (project counts per stage, revenue at risk, any trends vs a typical week). Then call out the top items that need attention this week, ranked by revenue at risk and event-date proximity. For each item, include the client name, the stage, what is stuck, and a specific recommended next step in a useful, opinionated voice. Do not just list raw data, actually advise.
4. Save the full report as a new page in my Notion "Pipeline Reviews" database using Notion Create a Page. The page title should be "Pipeline Review — {date}". The body should contain the full report. Capture the resulting Notion page URL so we can link to it.
5. Post a tight summary to my Slack channel using Slack Send a Message. The Slack message should include: a one-line header (e.g. "Weekly pipeline review — {date}"), the 3 to 5 most urgent items with one-line recommendations, and a link back to the full Notion page.
When you set this up, ask me for: my timezone, the Notion database ID (or page) where the Pipeline Reviews live, the Slack channel to post in, and any thresholds I want to tweak (days-since-last-touch per stage, event-date window, max items in the Slack summary).
Keep the reasoning in the agent, not in code. The hard part is deciding what is stalled per stage, prioritizing by revenue at risk and event-date pressure, and writing recommendations a busy owner can act on.
What it does
- Pulls your full HoneyBook pipeline every Monday morning and groups projects by stage.
- Flags the projects that need attention this week: stalled inquiries with no reply, signed proposals with the retainer still unpaid, and bookings with the event date closing in.
- Writes a short, opinionated report with the top items and a recommended next step on each, ranked by revenue at risk and date pressure.
- Saves the full report as a new entry in your Notion Pipeline Reviews database so you have a running history.
- Posts a tight summary of the three to five most urgent items to your chosen Slack channel with a link back to the Notion page.
What you’ll need
- A HoneyBook account on the Essential or Premium plan (the API key lives under Company Settings, Integrations).
- A Notion workspace with a Pipeline Reviews database where the weekly report can be filed.
- A Slack workspace and the channel you want the Monday summary posted to.
How to customize it
- Change the run time or day. Most studios prefer Monday 8am, but Sunday evening or Friday afternoon work just as well.
- Tune what counts as stalled per stage. For example, an inquiry untouched for 5 days, a signed proposal where the retainer is unpaid after 7 days, or an event date inside 30 days with onboarding incomplete.
- Pick which Slack channel and which Notion database receive the report, and adjust how many top items the Slack summary includes.
Use cases
- AI Reports
- Daily Digests
