CRM
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.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule (morning sweep)
- ActionQuery open opps owned by inactive usersSalesforce
- LogicDedupe and group orphaned opps by manager
- ActionFormat per-manager deal digest
- OutputPost orphaned-deal digest to each manager in SlackSlack
What it does
Runs a scheduled sweep that catches any open opportunity still pointing at a deactivated owner — even ones missed by real-time triggers — and routes a clear list to each manager so nothing rots silently in the pipeline.
When to use it
Use this as a safety net alongside event-based reassignment, or on its own if your org disables users in bulk. It surfaces stale ownership every morning before standup so managers can act.
How it works
- 1A daily schedule trigger kicks off the sweep.
- 2An action queries Salesforce for open opportunities where the owner's IsActive is false.
- 3A logic step filters out anything already flagged for reassignment and groups the remainder by reporting manager.
- 4For each manager the flow formats a digest with deal name, amount, stage, and close date.
- 5An output step posts the digest to each manager's Slack channel or DM, tagging them and linking each deal.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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.
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.
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.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
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.