CRM
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.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce User deactivatedSalesforce
- ActionQuery departing rep's open opportunitiesSalesforce
- LogicSort deals by amount
- ActionCreate Monday handoff board for the repmonday.com
- ActionAdd one Monday item per opportunitymonday.com
- OutputEmail manager the board link via GmailGmail
What it does
Turns a departing rep's open pipeline into a working Monday.com handoff board. Every open opportunity becomes a board item with its details and a status column, giving the manager a visual queue to triage rather than a raw CRM list.
When to use it
Use this when reassignment needs a human decision per deal — relationship history, strategic accounts, or contested ownership — and you want a lightweight board to track each handoff to done instead of auto-routing.
How it works
- 1A Salesforce trigger fires when a User is deactivated.
- 2An action queries that user's open opportunities with amount, stage, account, and close date.
- 3A logic step sorts deals by amount so the biggest land at the top of the board.
- 4An action creates a new Monday board (or group) named for the departing rep.
- 5An action adds one item per opportunity with a Salesforce deep link and a 'New owner' status set to Needs assignment.
- 6An output notifies the manager by Gmail that the handoff board is ready, with the board link.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect monday.comVisual work management for teams.
- 3Connect GmailRead, draft, send, label.
- 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
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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.
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.
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