CRM
Champion-Silence Coverage Alert
Watches inbound Gmail replies on active deals and, when the only engaged contact goes silent past a threshold, emails the deal owner an outreach plan to widen the relationship…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionPull active deals and engaged contactsSalesforce
- ActionFind last inbound reply per single-thread contactGmail
- LogicKeep deals where contact is silent past threshold
- ActionDraft re-engagement and multi-thread planOpenAI
- OutputEmail outreach plan to deal ownerGmail
What it does
The real danger of a single-threaded deal is timing: you don't feel it until your one contact stops replying. This workflow tracks reply recency per deal and raises an alert the moment a single-threaded deal's only contact crosses a silence threshold, while there's still time to multi-thread.
When to use it
Use it when reps work deals primarily over email and you want an early-warning system for champions going quiet. Ideal for inside-sales motions where Gmail is the primary contact log.
How it works
- 1A scheduled trigger runs daily.
- 2The workflow queries Salesforce for active opportunities and their engaged contacts.
- 3For deals with exactly one engaged contact, it checks Gmail for the most recent inbound reply from that contact.
- 4A logic step keeps only deals where that contact has been silent longer than the configured threshold.
- 5An OpenAI step drafts a concrete re-engagement and multi-threading plan — who else at the account to reach and a suggested opener.
- 6The plan is emailed to the deal owner via Gmail as an actionable task list.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect GmailRead, draft, send, label.
- 3Connect OpenAIModels, embeddings, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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.
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