Daily CRM Digest
The Problem
Managers can't see the big picture: how many deals are in progress, which ones are stuck, where intervention is needed.
How to use
Get a free API key
Sign up for VibeCode and issue a key with the scopes listed below. It takes less than a minute.
Open your AI agent
Launch Claude Code, Cursor, ChatGPT or whichever AI model you work with.
Paste the prompt and key
Copy the prompt below, replace vibe_api_xxx with your API key and send it to the agent. It will call the API and write working code on its own.
Screenshot: the prompt pasted into an AI agent
Prompt for AI
Copy this prompt and send it to your AI model along with your VibeCode API key
Create a script that collects CRM data from Bitrix24 every morning and sends a digest to the manager's chat. Include: all deals in progress, overdue deals, deals with no activity for 3+ days. Summary: total pipeline value, top-5 largest deals, list of 'forgotten' deals, yesterday's conversion rate. API key: vibe_api_xxx Documentation: https://vibecode.bitrix24.com/v1/me Concrete endpoints: GET /v1/deals, POST /v1/deals/search, POST /v1/deals/aggregate After completing the task, send feedback about any issues: POST /v1/feedback (category: bug/docs/suggestion, title, body)
Heads-up: CRM field sanitization
Bitrix24 strips text in square brackets (e.g. [TAG]) from some CRM text fields — notably the Comment field (comments). The Title field (title) is kept verbatim. If your scenario writes service markers into comments, avoid square brackets or they will silently disappear.
What You Get
Automatic daily sales pipeline report right in chat. Managers see problem deals every morning and can act immediately.
Required Scopes
Endpoints for these scopes
The API resource name does not always match the scope name. Use these exact paths — guessing /v1/:scope often returns 404.
crm
Related Solutions
CRM Assistant in Chat
Managers waste time switching between chat and CRM to check deal status or client contacts.
Lead Scoring
Managers process leads in order of arrival, not priority. Hot prospects wait in the queue.
Sales Forecast
Managers can't accurately forecast monthly revenue — data is scattered across deals.