CRM
Quarterly Dormant-Pipeline Revival Briefing
Each quarter, an agent works through every closed-lost account, researches what has changed, ranks the best revival candidates.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule fires
- ActionPull all closed-lost deals + loss reasonsSalesforce
- ActionResearch current account signalsExa
- LogicScore and rank revival candidates
- ActionWrite per-account revival briefingNotion
- OutputPost ranked summary to SlackSlack
What it does
Runs a structured quarterly sweep of your entire closed-lost backlog. Instead of one trigger, an agent researches each account's current state, weighs it against the original loss reason, and produces a ranked revival list so the team knows exactly which dead deals to chase this quarter.
When to use it
Use it for quarterly pipeline planning when you want a disciplined, evidence-based pass over dormant accounts rather than reactive one-off alerts. Best for sales leaders running territory reviews.
How it works
- 1A quarterly schedule kicks off the agent run.
- 2The agent pulls all closed-lost opportunities and loss reasons from Salesforce.
- 3For each account it researches current signals with Exa and Perplexity, comparing them to why the deal died.
- 4A scoring step ranks accounts by revival likelihood and expected value.
- 5The agent writes a per-account briefing with recommended reopen actions into a Notion page.
- 6A Slack summary links the briefing and tags owners of the top-tier candidates.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 3Connect PerplexitySearch-grounded answers with citations.
- 4Connect NotionPages, databases, comments.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More CRM workflows
Spin up a Monday handoff board for a departing rep's deals
When a rep is deactivated in Salesforce, this creates a Monday.com board with one item per open opportunity so the manager can manually triage and assign each handoff.
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.
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.
Reassign a departed rep's open pipeline by territory
When a Salesforce user is deactivated, this finds all of their open opportunities and reassigns each one to the active rep who owns its territory, then logs the moves.
Escalate opportunities still owned by an inactive rep after grace period
Checks daily for open opportunities that have stayed with an inactive owner past a grace window and escalates each to the regional director by email and Slack with deal context.
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.
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.