CRM
Alert the Deal Team When a Champion Leaves a Key Account
Detects when a mapped champion or economic buyer disappears from an account's org chart and immediately alerts the deal team in Slack with deal context and a recommended…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily pull of open opps and contact rolesSalesforce
- ActionCheck current employment/title of mapped championsApify
- LogicFire only when a champion has departed
- ActionDraft re-engagement recommendation with deal contextOpenAI
- OutputAlert deal channel with at-risk opportunitySlack
What it does
Keeps a close watch on the specific people your open deals depend on. The moment a champion, economic buyer, or executive sponsor leaves the company or moves to an unrelated role, it raises an alert tied to the open opportunity, so the team can react before the deal goes dark.
When to use it
Use this on accounts with open opportunities where a named individual is the linchpin. It is the early-warning system for revenue teams that have been burned by silent champion churn mid-cycle.
How it works
- 1A daily schedule pulls open opportunities and their primary contact roles from Salesforce.
- 2Apify checks the current employment status and title of each mapped champion.
- 3A logic step fires only when a champion has departed or moved off the buying team.
- 4OpenAI drafts a short re-engagement recommendation using the opportunity stage, amount, and last activity.
- 5A Slack alert lands in the deal channel with the at-risk opportunity, the lost contact, and the suggested next play.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ApifyActors, scrapers, datasets.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
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