CRM
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.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule (escalation check)
- ActionQuery opps with inactive owner past grace periodSalesforce
- LogicFilter to high-value or late-stage deals
- LogicMap each deal to its regional director
- ActionEmail per-deal escalation to directors via GmailGmail
- OutputPost priority summary to leadership SlackSlack
What it does
Guards against handoffs that fall through the cracks. It finds open deals still owned by someone who was deactivated more than N days ago and escalates them up the chain, so a stalled reassignment becomes leadership's problem before the deal slips.
When to use it
Use this when reassignment isn't happening fast enough and at-risk revenue is sitting unowned. It's the second line of defense after a daily sweep — it pulls in directors only for deals that genuinely got stuck.
How it works
- 1A daily schedule trigger starts the check.
- 2An action queries Salesforce for open opportunities whose owner went inactive more than the configured grace period ago.
- 3A logic step filters to deals above a value threshold or in late stages, where delay costs the most.
- 4A logic step maps each remaining deal to its regional director.
- 5An action emails each director a per-deal escalation via Gmail with the days-stalled count.
- 6An output posts a high-priority summary to the sales-leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect GmailRead, draft, send, label.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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
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.
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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