CRM
Coverage-Gap Board Builder
On demand, an agent audits the full open pipeline for single-relationship dependence, builds a per-account map of who is and isn't engaged.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run by sales leader
- ActionPull pipeline, contact roles, engagementSalesforce
- LogicMap covered vs missing buying roles per account
- ActionDraft recommended next contact per accountOpenAI
- OutputPublish coverage board to NotionNotion
What it does
Instead of a one-line alert, this builds a living workspace: an agent walks every open deal, reasons about which buying roles are covered versus missing, and assembles an account-by-account coverage map your team can work down. It turns a vague worry into a concrete, assignable backlog.
When to use it
Run it before a quarterly pipeline review or whenever a sales leader wants a true coverage picture across all reps. Best when you want analysis and a durable artifact, not just a notification.
How it works
- 1A manual trigger starts the audit.
- 2The agent pulls open opportunities, contact roles, and engagement history from Salesforce.
- 3For each account, it reasons about which standard buying roles are engaged and which are gaps, scoring single-thread risk against deal value and close date.
- 4It uses OpenAI to draft, per high-risk account, a recommended next contact and outreach angle.
- 5The agent writes each account as a card on a Notion board with risk level, current contacts, missing roles, and the recommended action.
- 6A summary row posts so leadership sees total exposure at a glance.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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.