Start the day with a focused pipeline brief

Let an agent assemble the account state, active campaigns, pending approvals, and follow-ups—without changing anything.

Founders and sellers · 5 min

Outcome

Instead of opening several Coldvio views, ask your agent for one concise brief. The workflow uses only read tools and returns priorities with links or identifiers you can inspect.

Prompt to use

text

Use Coldvio to prepare my morning pipeline brief. Show remaining credits, active campaigns, actions awaiting approval, and up to 10 contacts with an overdue follow-up. Do not change or approve anything. Group the result by urgency and include the Coldvio IDs.

Tools involved

get_summary
list_campaigns
list_actions
list_contacts

Guardrails

Keep list limits low and ask before expanding personal-data results.
Treat pending approval as information only; do not call approve_action.
Verify dates and campaign status before acting on the summary.