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Hi all - I’m a fairly new Zapier user so embarassed to ask this but I am completely stuck after having tried lots of ChatGPT support and tinkering

 

Every time a new Closed Won opportunity happens in Salesforce, I want to slack an executive summary to Slack saying

  • Our cumulative ARR is now $55K
  • We now have 7 paid customers

I’m struggling with these two components -- how do you get it to point to a summary metric (i.e. the sum of all ARR in a particular report) vs. just one individual closed won opportunity? I have been following ChatGPTs instructions and can’t get it to work. ANy help appreciated!

Hi and welcome to the Community, ​@thurston819! 😁

Can you share some screenshots of the current Zap setup with us so we can see exactly what fields and settings have been selected in the Zap, as well as the instructions/prompt that the ChatGPT action is using? We don’t have access to your Zap so that will help us to get a bit a bit more clarity on why it’s not producing the executive summary as expected. Make sure to blur or remove all personal information (names, emails, addresses etc.) from screenshots before sharing here.

Thanks, we look forward to your reply! 

​Hey ​@thurston819, just checking in—were you able to get the Zap sorted?

If you’ve stepped away from it, I’d love to help get things up and running. Just send over some screenshots of where you’re currently at and we’ll go from there! 🙂

​@thurston819 I might be able to help. For this you posted below, do you want a step to do a summarization first to get this this since it is a cumulative reporting and not about the individual closed won. 

  • Our cumulative ARR is now $55K
  • We now have 7 paid customers
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