workflows.daily_summary
Generate an AI-powered end-of-day business summary with today's leads, quotes, jobs, revenue, and tomorrow's schedule. Sends via SMS + team channels. Requires Starter+ plan.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sendViaSms | No | Send summary via SMS to business owner. Default true. | |
| recipientPhone | No | Override owner phone number. Optional. | |
| sendToTeamChannels | No | Send to Slack/Discord/Teams. Default true. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| smsSent | No | ||
| success | No | ||
| summary | No | ||
| channelsSent | No |