CRM
Weekly Deal-Rot Digest for Sales Managers
Compiles all stale opportunities across the team into a single ranked weekly digest grouped by rep and stage.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly pre-review schedule
- ActionPull all open opportunitiesSalesforce
- LogicFlag, rank, group stale deals
- ActionGenerate digest narrativeOpenAI
- OutputEmail digest to managersOutlook
What it does
Aggregates every aging opportunity across the whole team into one weekly leadership digest, ranked by deal value and grouped by rep and stage, then emails it to sales managers so they can coach where pipeline is rotting.
When to use it
Use it when managers need a top-down view of staleness rather than per-rep nudges. Good for weekly pipeline reviews where leadership wants to spot patterns, biggest at-risk deals, and reps with the most neglected opportunities.
How it works
- 1A weekly schedule fires before the pipeline review meeting.
- 2A Salesforce action pulls all open opportunities and their last activity dates.
- 3A logic step flags deals past the stale threshold, then ranks them by amount and groups them by owner and stage with rollup counts.
- 4An OpenAI step turns the grouped data into a readable digest with a short narrative on where attention is needed most.
- 5An Outlook action emails the formatted digest to the sales management distribution list, ready for the review.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 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.
More CRM workflows
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
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.