How to Send Daily Copper Pipeline Updates to Slack with Power Automate

My flows > + New flow > Scheduled cloud flow

Create a new Scheduled cloud flow

Go to make.powerautomate.com and sign in. Click 'My flows' in the left sidebar, then click '+ New flow' at the top and select 'Scheduled cloud flow' from the dropdown. Give the flow a name like 'Copper Daily Pipeline Digest', set the start time to 8:00 AM in your local timezone, and set the repeat interval to 1 day. Click 'Create' to land on the flow canvas.

1. 1Click 'My flows' in the left sidebar
2. 2Click '+ New flow' at the top of the page
3. 3Select 'Scheduled cloud flow'
4. 4Enter flow name: 'Copper Daily Pipeline Digest'
5. 5Set start time to 8:00 AM local time, interval to 1 Day
6. 6Click 'Create'

Flow canvas > + New step > search 'HTTP' > HTTP action

Connect to Copper via HTTP

Copper does not have a native Power Automate connector, so you pull data using the HTTP action against Copper's REST API. Click '+ New step', search for 'HTTP', and select the 'HTTP' action (not Premium HTTP + Swagger). You will configure a GET request to Copper's opportunities endpoint. Set Method to GET and URI to 'https://api.copper.com/developer_api/v1/opportunities/search'. You need three headers: 'X-PW-AccessToken' (your Copper API key), 'X-PW-Application' (set to 'developer_api'), and 'Content-Type' ('application/json').

1. 1Click '+ New step' below the Recurrence trigger
2. 2Type 'HTTP' in the search bar and select the 'HTTP' action
3. 3Set Method to 'POST' (Copper's search endpoint requires POST even for reads)
4. 4Set URI to 'https://api.copper.com/developer_api/v1/opportunities/search'
5. 5Add header 'X-PW-AccessToken' with your Copper API key value
6. 6Add header 'X-PW-Application' with value 'developer_api'
7. 7Add header 'Content-Type' with value 'application/json'
8. 8In the Body field paste: {"page_size": 200, "status": "Open"}

Flow canvas > + New step > search 'Parse JSON' > Parse JSON action

Parse the Copper API response

Add a 'Parse JSON' action so Power Automate understands the array of deal objects Copper returns. Click '+ New step', search 'Parse JSON', and select it. In the 'Content' field, click in the box and select 'Body' from the HTTP step's dynamic content panel. For the Schema, click 'Generate from sample' and paste in a real JSON snippet from a Copper API test call (use Postman or curl with your API key first). The schema needs to capture at minimum: id, name, monetary_value, close_date, stage_id, pipeline_id, and assignee_id.

1. 1Click '+ New step'
2. 2Search 'Parse JSON' and select it
3. 3Click the 'Content' field and pick 'Body' from the HTTP dynamic content panel
4. 4Click 'Generate from sample'
5. 5Paste a real Copper opportunity array JSON response and click 'Done'

Flow canvas > Save > Test > Manually > Run flow

Test the HTTP call and confirm deal data

Before building the message logic, verify real data flows through. Click 'Save' in the top right, then click 'Test' > 'Manually' > 'Run flow'. After the run completes, click the HTTP action block and expand 'Outputs' to see the raw JSON body. Check that deals are returning with monetary_value and close_date populated. If you see an empty array, your Copper API key or headers are wrong — fix before moving on.

1. 1Click 'Save' in the top right
2. 2Click 'Test' in the top right
3. 3Select 'Manually' then click 'Run flow'
4. 4After the run, click the HTTP block to expand its output
5. 5Confirm deal objects appear in the 'Body' output

Flow canvas > + New step > search 'Compose' > Compose action

Calculate total pipeline value with a Compose action

You need to sum all deal values before posting to Slack. Add a 'Compose' action and use the Power Automate expression editor to total monetary_value across all parsed deals. Click '+ New step', add 'Compose', then click inside the Inputs field and switch to the 'Expression' tab. Enter the formula shown in the pro tip section below. This produces a single number representing total open pipeline value in dollars.

1. 1Click '+ New step' and add a 'Compose' action
2. 2Click inside the Inputs field
3. 3Click the 'Expression' tab in the dynamic content panel
4. 4Enter: sum(body('Parse_JSON')['monetary_value'])
5. 5Click 'OK'

Flow canvas > + New step > Data Operations > Select

Build the top 5 deals list with Select and Filter

Add a 'Select' action to extract just the fields you need for the Slack message. Click '+ New step', search 'Select', and choose the Data Operations 'Select' action. Set 'From' to the Parse JSON output array. Map the key-value pairs: 'Deal' to the name field, 'Value' to monetary_value, 'Close' to close_date, and 'Stage' to stage_id. Then add a second 'Compose' action that uses the first(skip(sort(body('Select')), 0)) pattern — or simply use the expression in the pro tip — to pull the top 5 by close date.

1. 1Click '+ New step' and search 'Select'
2. 2Choose 'Select' under Data Operations
3. 3Set 'From' to the Parse JSON body output
4. 4Add Map row: key 'Deal', value = name dynamic field
5. 5Add Map row: key 'Value', value = monetary_value dynamic field
6. 6Add Map row: key 'Close', value = close_date dynamic field
7. 7Add Map row: key 'Stage', value = stage_id dynamic field

Flow canvas > + New step > search 'Compose' > Compose action

Format the Slack message body

Add a final 'Compose' action to build the full Slack message string. This is where you combine the pipeline total from step 5 and the deal list from step 6 into a readable block. Use Slack's mrkdwn formatting: bold with *asterisks*, bullet points with a dash. Write the expression in the Inputs field mixing static text with dynamic content tokens. A sample structure: '*Daily Pipeline Report — [date]*\nTotal Open Pipeline: $[total]\n\n*Top Deals by Close Date:*\n[deal list]'.

1. 1Add another 'Compose' action
2. 2Click Inputs and switch between 'Dynamic content' and 'Expression' tabs to mix text and values
3. 3Start with static text: '*Daily Pipeline Report — '
4. 4Insert expression: formatDateTime(utcNow(), 'MMM dd yyyy')
5. 5Add pipeline total from the earlier Compose output
6. 6Add the formatted deal list from the Select output

Flow canvas > + New step > search 'Slack' > Post message (V2)

Connect your Slack account

Add the Slack action to post the message. Click '+ New step', search 'Slack', and select 'Post message (V2)' — not the older 'Post message' action, which is deprecated. Power Automate will prompt you to sign in to Slack. Click 'Sign in' and authenticate with the Slack workspace account that has permission to post to your #sales-daily channel. After authentication, the connection appears in the left sidebar under 'Connections'.

1. 1Click '+ New step'
2. 2Search 'Slack' in the connector search bar
3. 3Select 'Post message (V2)'
4. 4Click 'Sign in' in the authentication prompt
5. 5Log in with your Slack workspace credentials
6. 6Authorize the Power Automate app in Slack's permissions screen

Flow canvas > Slack - Post message (V2)

Configure the Slack post action

With the Slack connection active, fill in the action fields. Set 'Channel' to the Slack channel where you want the digest posted — type the channel name directly (e.g. #sales-daily) or pick from the dropdown. Set 'Message Text' to the output of the final Compose action from step 7. Leave 'Bot Name' blank to post as the authenticated user, or enter a display name like 'Pipeline Bot' if you used a bot token. Do not use the 'Blocks' field here unless you want to build a Block Kit payload separately.

1. 1Click inside the 'Channel' field and type or select '#sales-daily'
2. 2Click inside 'Message Text' and select the Compose output from step 7 via dynamic content
3. 3Optionally enter 'Pipeline Bot' in the 'Bot Name' field
4. 4Leave all other fields blank

Flow canvas > HTTP action > ... > Configure run after

Add error handling with a Parallel Branch

If the Copper HTTP call fails, you want Slack to notify you rather than silently drop the report. Click the three dots on the HTTP action block and select 'Configure run after'. Add a second branch that runs only on failure or timeout. In that branch, add a Slack 'Post message (V2)' action pointing to the same channel with message: '*Pipeline report failed* — Copper API call returned an error. Check Power Automate run history.' This prevents the team from assuming no news means no deals.

1. 1Click the '...' menu on the HTTP action block
2. 2Select 'Configure run after'
3. 3Check 'has failed' and 'has timed out' boxes, uncheck 'is successful'
4. 4Click 'Done'
5. 5Add a Slack 'Post message (V2)' action in this failure branch with an error message

My flows > Copper Daily Pipeline Digest > Turn on

Test end-to-end and activate

Click 'Save', then 'Test > Manually > Run flow' one final time. Watch the flow run live in the canvas — each block turns green as it succeeds. Check your #sales-daily Slack channel within 30 seconds to confirm the formatted message arrived. If everything looks correct, click 'Turn on' (the flow is already on if you saved it as a scheduled flow, but verify the toggle in My flows shows Active). The flow will now run automatically every weekday morning at 8:00 AM.

1. 1Click 'Save' in the top right
2. 2Click 'Test', select 'Manually', click 'Run flow'
3. 3Watch each block turn green on the canvas
4. 4Open Slack and confirm the message appears in #sales-daily
5. 5Navigate to 'My flows' and confirm the flow status shows 'On'

Paste this into two separate 'Compose' actions on the Power Automate canvas: one to calculate the weighted forecast (place it after your Parse JSON and Select steps), and one to build the formatted deal list string. In each Compose, click the Inputs field, switch to the 'Expression' tab, and enter the expression shown. The deal list expression assumes your Select action is named 'Select_Deals' — rename it to match whatever you called yours.

// Compose 1 — Weighted Forecast Total
// Expression tab in Power Automate Compose action:
div(

// Compose 1 — Weighted Forecast Total
// Expression tab in Power Automate Compose action:
div(
  sum(
    body('Select_Deals')?['WeightedValue']
  ),
  1
)

// Add 'WeightedValue' to your Select action Map with this expression:
mul(
  item()?['monetary_value'],
  div(float(item()?['win_probability']), 100)
)

// Compose 2 — Format deal list as Slack mrkdwn string
// Expression tab:
join(
  take(
    sort(
      body('Select_Deals'),
      'Close'
    ),
    5
  ),
  '\n'
)

// Then wrap each item in a Compose with:
concat(
  '- ',
  item()?['Deal'],
  ' — $',
  string(item()?['Value']),
  ' | Closes: ',
  formatDateTime(item()?['Close'], 'MMM dd')
)