How Do I Create a Scheduled Pipeline Intelligence Report?

Last updated: November 5, 2026

A Scheduled Pipeline Intelligence Report Workflow sends a saved Pipeline View on a regular schedule, such as a snapshot of open opportunities every Monday morning. The report can be sent as a CSV or Excel file by email, Slack, Microsoft Teams, Webex, or Zoom.

This articles outlines how you can build a Scheduled Pipeline Intelligence Report for yourself or your team.

Required permissions:

  • The Workflows: Create or Workflows: All Access permission is required to create a Scheduled Pipeline Intelligence Report.

Required features:

  • The Pipeline Intelligence: Scheduled Report Workflows feature is required to create a Scheduled Pipeline Intelligence Report.

Access the Workflow Creation Page

  1. Go to Hub --> Workflows.

  2. Click Create Workflow to be taken to the Create New Workflow page.

  3. Click Create on the Scheduled Pipeline Intelligence Report tile.

  4. Enter a Workflow Name. Adding a Description is optional, but encouraged.

  5. Leave the Active Status toggle set to Active. If you turn the toggle to Inactive, Workflow notifications will be paused until the toggle is set back to Active.

Choose the Pipeline View to Share

  1. Click on Add Pipeline Intelligence Report.

  2. Use the Select a saved pipeline view search box to find the Pipeline View you want to send. The report shared in the Workflow will use the same columns and filters as the saved Pipeline View.

  3. Under Export as, choose CSV or Excel as the file type.

  4. Optional: Turn off the Include Comparison toggle if you don't want comparison values in the file.

Set the Workflow Frequency

  1. Click on Add Recurrence.

  2. Under Establish the Initial Event, choose a Start Date, Start Time, and Time Zone for when the first report will be sent.

  3. Under Establish Frequency of Each Recurring Event, choose how often the Workflow will run using the Repeats Every field. You will need to refine your selections if you picked Week or Month for the frequency.

  4. Under Establish When the Recurrence Ends, choose Never if you want it to run indefinitely. You can also pick After a number of occurrences or On a date.

  5. Review the Expected Occurrences to confirm the dates are correct.

Choose Where the Report Is Sent

  1. Click on Add Actions.

  2. Under Select Level of Access, choose who will be able to download the report file:

    1. Restricted: Only the Workflow's creator can download the file, after logging in to Ambition. This is the default.

    2. Authenticated: Anyone with the link and an active Ambition account can download the file, after logging in.

    3. Public: Anyone with the link can download the file without logging in to Ambition.

  3. Click on one of the notification channel cards and then follow the steps below:

    1. Email: Select who will receive the email, such as Send an email to myself or Send an email to a user or multiple users.

    2. Slack Message or Zoom Message: Choose Channel or User, then select one.

    3. Microsoft Teams Message: Choose Channel or User, then select the Team and Channel, or the User.

    4. Webex Message: Choose Space or User, then select one.

  4. Optional: Repeat Step 3 if you want the report sent to multiple people.

  5. Click on Create Workflow. You will see a message confirming that the Workflow was successfully created.

Note:

  • The Slack Message, Microsoft Teams Message, Webex Message, and Zoom Message cards will only appear when their corresponding app is connected to Ambition. Download links expire 14 days after each report is sent.

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