AI AGENTS
Track Questionnaire Progress on the Salesforce Deal
When a draft questionnaire is approved, this agent syncs completion status, blocking questions, and the final document link onto the related Salesforce opportunity.
How it runs
The automated pipeline, trigger to output.
- TriggerReviewer approves draft questionnaire
- ActionMatch draft to Salesforce opportunitySalesforce
- LogicCheck for remaining blocking questions
- ActionUpdate opportunity status and attach final linkSalesforce
- OutputPost security-gate update to deal Slack channelSlack
What it does
Keeps revenue teams informed about where a security questionnaire stands without them asking. When a reviewer approves a draft, the agent matches it to the right Salesforce opportunity, updates a security-review status field, attaches the final document link, and logs any remaining blockers. It then posts a concise status to the deal's Slack channel.
When to use it
Use when security questionnaires are a gate on closing deals and sales lacks visibility into their status. This ties questionnaire completion directly to the opportunity record and the deal channel.
How it works
- 1A reviewer approving a draft questionnaire triggers the run.
- 2The agent identifies the matching Salesforce opportunity from the account name.
- 3A branch checks whether any blocking questions remain unanswered.
- 4It updates the opportunity's security-review status and attaches the final link.
- 5Remaining blockers are logged as a note on the record.
- 6A status update is posted to the deal's Slack channel for sales.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More AI Agents workflows
Custom Metrics Cardinality Spike Pager
A webhook from a Datadog monitor fires when custom-metric cardinality jumps; an agent pinpoints the offending metric and tag, estimates the added cost.
Sentry-to-Confluence Runbook Updater
When a Sentry issue is resolved, the agent finds the matching Confluence runbook page and proposes an inline update with the verified fix.
Stale Doc-PR Chaser for Runbook Gaps
On a daily schedule the agent finds runbook doc PRs that were opened from resolved incidents but never reviewed, summarizes what each one fixes.
Resolved Incident to Public Troubleshooting Doc
For customer-facing errors resolved in Sentry, the agent drafts a sanitized troubleshooting entry and opens a PR to your ReadMe documentation.
On-Call Runbook Gap Closer: Resolved Sentry Issues to Doc PRs
An agent reads each newly resolved Sentry issue, compares the actual fix against your existing runbook, and opens a GitHub PR adding the missing remediation steps.
Weekly On-Call Doc-Gap Digest
Each week the agent reviews every Sentry issue resolved in the last 7 days, ranks the ones whose runbook coverage is missing or thin.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.