How to Send Daily Copper Pipeline Updates to Slack with Make

make.com > Scenarios > Create a new scenario

Create a new Make scenario

Log into Make at make.com and click the blue 'Create a new scenario' button in the top right of the Scenarios dashboard. You'll land on an empty canvas with a single grey circle in the middle — that's your trigger placeholder. This scenario will run on a schedule, not in response to an event, so you won't be connecting a webhook here. Name the scenario 'Daily Copper Pipeline to Slack' using the pencil icon near the top left so it's easy to find later.

1. 1Click the blue 'Create a new scenario' button in the top right
2. 2Click the pencil icon next to 'New scenario' and type 'Daily Copper Pipeline to Slack'
3. 3Click the grey circle in the canvas center to open the module picker

Canvas > Module picker > Tools > Schedule

Add the Schedule trigger

In the module picker, search for 'Schedule' and select the built-in 'Schedule' trigger — it's listed under the Tools category, not under any specific app. This trigger fires your scenario at whatever interval you set. Click the module after adding it to configure timing. Set it to run at 6:55am Monday through Friday in your team's local timezone. Make sure the timezone dropdown matches your team's location — it defaults to UTC, which will catch most people off guard.

1. 1Type 'Schedule' in the module search bar
2. 2Click 'Schedule' under the Tools section
3. 3Click the Schedule module on the canvas to open settings
4. 4Set 'Run scenario' to 'At regular intervals' and choose 'Days'
5. 5Set time to 06:55, check Mon–Fri only, and set timezone to your team's local zone

Canvas > + > Copper > Search Opportunities

Connect Copper and search for open opportunities

Click the '+' button to the right of the Schedule module to add the next module. Search for 'Copper' and select the 'Search Opportunities' action. You'll be prompted to create a Copper connection — click 'Add' and enter your Copper API key and your Google Workspace email address (the one you use to log into Copper). Copper's API key is found in Copper under Settings > Integrations > API Keys. After connecting, configure the search to return opportunities with a status of 'Open' so you're only pulling active pipeline.

1. 1Click the '+' icon to the right of the Schedule module
2. 2Search 'Copper' and select the Copper app
3. 3Choose 'Search Opportunities' as the action
4. 4Click 'Add' next to the Connection field to create a new connection
5. 5Paste your Copper API key and Google email, then click 'Save'
6. 6Set the 'Status' filter to 'Open'

Canvas > Copper: Search Opportunities module > Limit field

Set result limit and sort order

Still inside the 'Search Opportunities' module, scroll down to the 'Limit' field and set it to 500. This ensures you're capturing the full pipeline if your team has a large number of open deals. Set the sort field to 'Close Date' ascending so the most time-sensitive deals surface first in your data. If you leave the limit at the default (which is often 10 or 20), your summary totals will be wrong because you'll only be aggregating a fraction of your pipeline.

1. 1Scroll to the 'Limit' field inside the Search Opportunities module
2. 2Type '500' in the Limit field
3. 3Set 'Sort By' to 'Close Date'
4. 4Set 'Sort Direction' to 'Ascending'
5. 5Click 'OK' to save the module

Canvas > + > Tools > Numeric Aggregator

Add a numeric aggregator for pipeline totals

Click '+' after the Copper module and add a 'Numeric Aggregator' from the Tools section. This module will iterate over every opportunity returned by Copper and add up a value you choose — in this case, the deal monetary value. Map the 'Value' field to Copper's opportunity monetary value output (it will appear in the dynamic field picker as something like '{{3.monetary_value}}'). The aggregator will output a single total you can reference in your Slack message. Label this aggregator 'Total Pipeline Value' using the module label field.

1. 1Click '+' after the Copper Search Opportunities module
2. 2Search 'Numeric Aggregator' and select it from Tools
3. 3Set 'Source Module' to the Copper Search Opportunities module
4. 4Map the 'Value' field to '{{copper.monetary_value}}' from the dynamic picker
5. 5Set the label to 'Total Pipeline Value'
6. 6Click 'OK' to save

Canvas > + > Tools > Numeric Aggregator

Add a second aggregator for deal count

Add a second 'Numeric Aggregator' module after the first one, but set its source back to the same Copper Search Opportunities module (step 3). This time, map the 'Value' field to the number 1 — just type '1' directly in the field. Every iteration adds 1, giving you a total count of open deals. This count will appear in your Slack message alongside the pipeline dollar total. Label this module 'Open Deal Count'.

1. 1Click '+' after the Total Pipeline Value aggregator
2. 2Add another Numeric Aggregator from Tools
3. 3Set 'Source Module' to Copper Search Opportunities (the same source as step 5)
4. 4Type '1' directly in the 'Value' field
5. 5Label the module 'Open Deal Count'
6. 6Click 'OK'

Canvas > + (parallel branch) > Copper > Search Opportunities

Add a filter for deals closing this week

Before the Slack message step, add a separate Copper 'Search Opportunities' module that filters for deals with a close date within the current week. Click '+' from the canvas (not from the aggregator chain — add a parallel branch by clicking on empty canvas space and connecting it to the first Copper module output). Set the close date filter to use Make's built-in date formula: set Close Date 'greater than or equal to' {{formatDate(now; 'YYYY-MM-DD')}} and Close Date 'less than or equal to' {{formatDate(addDays(now; 7); 'YYYY-MM-DD')}}. Set the limit to 100. Add a Numeric Aggregator after this to count those deals — label it 'Closing This Week'.

1. 1Click on empty canvas space to deselect all modules
2. 2Click '+' to add a new module not connected to the aggregator chain
3. 3Add another Copper 'Search Opportunities' module
4. 4Set Status filter to 'Open'
5. 5Add Close Date >= {{formatDate(now; 'YYYY-MM-DD')}}
6. 6Add Close Date <= {{formatDate(addDays(now; 7); 'YYYY-MM-DD')}}
7. 7Add a Numeric Aggregator after it, value = 1, label 'Closing This Week'

Canvas > + > Slack > Create a Message

Connect all branches to a Slack module

Now you need to merge your aggregated values into one Slack message. Add a 'Slack: Create a Message' module at the end of the canvas and connect it manually to all three aggregator modules by dragging the connection handles. In the Channel field, type the exact Slack channel name where you want to post (e.g. #sales-leadership). In the Text field, you'll build the message using the output variables from each aggregator. Use the dynamic variable picker to pull in the totals from each aggregator module.

1. 1Click '+' and search for 'Slack', then choose 'Create a Message'
2. 2Connect the Slack module to all three aggregator outputs by dragging connector lines
3. 3Authenticate Slack by clicking 'Add' next to the Connection field and authorizing via OAuth
4. 4Set 'Channel' to your target channel name (e.g. #sales-leadership)
5. 5Build the message text using the field mapping described in step 9

Canvas > Slack: Create a Message > Text field

Build the Slack message template

In the Slack module's Text field, paste your message template using Slack's mrkdwn formatting. Use the dynamic variable picker to insert values from your aggregators. A working template is shown in the pro_tip_code section below. At minimum, include: total open deal count, total pipeline value formatted as currency, and deals closing this week. Use Make's formatNumber() formula to add commas and currency symbols to the monetary total — raw Copper values come through as plain integers like 142500.

1. 1Click inside the Text field of the Slack module
2. 2Type or paste your message template
3. 3Use the dynamic picker (click the variable icon) to insert aggregator output values
4. 4Wrap monetary values in formatNumber({{5.result}}; 2; '.'; ',') to format as currency
5. 5Click 'OK' to save the module

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Canvas > Run once button (bottom left)

Run a test and verify the Slack message

Click 'Run once' in the bottom left of the Make canvas. Make will execute the scenario immediately using live Copper data. Watch the execution flow — each module should show a green checkmark and a bubble with the number of records processed. Click on the Slack module bubble to verify the message content before it goes to your actual channel. If everything looks correct, check Slack to confirm the message arrived in the right channel with the right numbers.

1. 1Click the blue 'Run once' button in the bottom-left toolbar
2. 2Watch each module light up with a processing indicator
3. 3Click the bubble above the Slack module to inspect the outgoing message payload
4. 4Open Slack and check the target channel for the test message
5. 5Verify deal count, pipeline total, and closing-this-week count match what you'd expect from Copper

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Canvas > Scheduling toggle (bottom left) > Scenario History tab

Activate the scenario and confirm scheduling

Toggle the scenario from 'Off' to 'On' using the switch in the bottom-left corner of the canvas. Make will now run the scenario automatically at your configured schedule. Click on the Schedule module one more time to confirm the time, days, and timezone are exactly right. Then go to the scenario's 'History' tab to verify the next scheduled run time is what you expect. Scenarios that are 'On' will also show a blue indicator next to their name in the Scenarios list.

1. 1Click the grey toggle switch in the bottom-left to activate (it turns blue)
2. 2Click the Schedule module to double-check time and timezone settings
3. 3Click 'Scenario Detail' in the top menu, then open the 'History' tab
4. 4Confirm the 'Next run' timestamp matches your intended schedule

Paste this formula into Make's Text field inside the Slack: Create a Message module. It builds the full pipeline digest with currency formatting, weighted forecast calculation, and a stale deal flag — all using Make's native formula syntax without any external code steps.

*📊 Daily Pipeline Report — {{formatDate(now; 'dddd, MMM D')}}*
*Open Pipeline:* {{6.result}} deals | ${{formatNumber(5.result; 0; '.'; ',')}} total
*Weighted Forecast:* ${{formatNumber(round(multiply(5.result; divide(averageWinProbability; 100))); 0; '.'; ',')}}

*📊 Daily Pipeline Report — {{formatDate(now; 'dddd, MMM D')}}*

*Open Pipeline:* {{6.result}} deals | ${{formatNumber(5.result; 0; '.'; ',')}} total
*Weighted Forecast:* ${{formatNumber(round(multiply(5.result; divide(averageWinProbability; 100))); 0; '.'; ',')}}
*Closing This Week:* {{7.result}} deal(s)

*Stage Breakdown:*
• Proposal Sent: {{if(contains(3.pipeline_stage_id; 'Proposal'); 1; 0)}} deal(s)
• Negotiation: {{if(contains(3.pipeline_stage_id; 'Negotiation'); 1; 0)}} deal(s)
• Discovery: {{if(contains(3.pipeline_stage_id; 'Discovery'); 1; 0)}} deal(s)

*⚠️ Stale Deals (no activity 7+ days):*
{{if(dateDifference(now; parseDate(3.date_last_contacted; 'YYYY-MM-DD'); 'days') > 7; '• ' + 3.name + ' — Last contact: ' + formatDate(3.date_last_contacted; 'MMM D'); '')}}