CRM
No-Activity Deal Follow-Up Task Generator
Detects Salesforce opportunities with no logged activity in the configured window and automatically creates a dated follow-up task in Asana for the deal owner so nothing falls…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionPull no-activity opportunitiesSalesforce
- LogicDedupe against open tasks
- OutputCreate assigned Asana taskAsana
What it does
Turns pipeline silence into action by spotting Salesforce opportunities with no recent logged activity and creating a structured follow-up task in Asana, assigned to the deal owner with a due date and deal details.
When to use it
Pick this when your team manages work in Asana rather than the CRM and you want stale deals to surface as accountable, trackable tasks instead of email reminders that get ignored.
How it works
- 1A daily schedule triggers the run.
- 2A Salesforce action retrieves open opportunities where LastActivityDate exceeds the stale threshold.
- 3A logic step deduplicates against deals that already have an open follow-up task so it never double-creates.
- 4For each qualifying deal, an Asana action creates a task in the team's reactivation project, assigns it to the matching owner by email, sets a due date, and embeds the deal name, amount, and CRM link in the description.
- 5The task list becomes the single queue reps work through to revive aging deals.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect AsanaTasks, projects, milestones — everywhere.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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