All templates
Salesv31 installs

Daily lead digest

Yesterday's new leads + suggested next moves, in your inbox each morning.

About

Each weekday morning, Ada summarizes every lead created yesterday — source, score, who they are, what they asked about — and proposes the right next move (call, email, wait). The first 30 minutes of your day, structured.

Trigger

Runs on scheduleFREQ=WEEKLY;BYDAY=MO,TU,WE,TH,FR;BYHOUR=8;BYMINUTE=0;BYSECOND=0
~$0.080 per run

Required skills

crm

Sample output

**3 new leads yesterday** **Call now** - *Sara Chen* (Acme Health, source: demo form, score 84) — asked about HIPAA pricing, mentioned a 4-week eval window **Draft email** - *Marco Reyes* (Lever, score 62) — newsletter signup; send the founders' overview + a no-pressure intro **Wait** - *Anonymous (Gmail)* — single page view, no form fill yet

What Ada is asked, each run

Summarize every CRM contact created yesterday ({yesterday.date}) for {user.first_name}. For each:
  - name, company, source, lead score
  - what we know about why they reached out
  - your suggested next action (call now / draft email / wait for them / disqualify)

Group by suggested action. Keep it skimmable — bullets, no preamble.
First run is held for your approval — review what Ada would do before any real action lands.