Parked
AI: Auto-generate Exec Summaries via Copilot
I had a request from leadership for the ability to have Copilot auto-generate Executive Summaries that can be pushed to Slack channel for accounts in a specific tier on a regular cadence.
I tried leveraging the Company Cheat Sheet object, but the layout and unpredictable number of rows per category of the data + the inconsistent population of fields make it near impossible to use that object for any valuable purpose.