CRM
Detect Missing Buying-Committee Roles and Alert the Rep in Slack
Compares the roles inferred from a deal's email threads against an ideal committee template, finds which decision-making roles are absent or unengaged.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule across qualified deals
- ActionPull engaged participants and activity datesGmail
- ActionMap participants to committee rolesOpenAI
- LogicCompare against ideal-committee template
- OutputPost coverage-gap alert to deal ownerSlack
What it does
Flags blind spots in a deal's buying committee before they cost you the deal. It maps who is currently engaged on the email threads, checks that against the roles a healthy committee should contain, and tells the rep exactly which influencer is missing or has gone quiet.
When to use it
Use it on deals where single-threading is a risk and you want an early warning when the economic buyer or a key blocker has never actually been on a thread.
How it works
- 1A schedule runs across deals past the qualification stage.
- 2Gmail pulls the engaged participants and their last-active dates from deal threads.
- 3OpenAI maps each participant to a committee role and notes who has gone silent.
- 4A comparison against the ideal-committee template identifies missing or dormant roles.
- 5If gaps exist, a Slack message goes to the deal owner listing the missing roles and a suggested person or title to pull in next.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.