CRM
Post-Meeting Cadence Recalibrator
Triggers whenever an Outlook meeting with a customer ends, recomputes the account's living cadence baseline, updates the next-expected-touch date in Salesforce.
How it runs
The automated pipeline, trigger to output.
- TriggerCustomer meeting ends in OutlookOutlook
- ActionMatch attendees to Salesforce accountSalesforce
- LogicRecompute cadence baseline and next-touch date
- ActionUpdate next-touch and last-meeting fieldsSalesforce
- LogicCheck for already-booked follow-up
- OutputSlack reminder if no follow-up bookedSlack
What it does
It keeps each account's cadence baseline current in real time. Every time a customer meeting wraps, it folds that event into the account's rolling meeting rhythm, refreshes the next-expected-touch date in Salesforce, and immediately checks whether a follow-up was scheduled before the rep moved on — flagging the gap while it's still fixable.
When to use it
Use it when you want cadence tracking to be event-driven and self-correcting rather than a weekly batch. Ideal for teams who want the next-touch field in their CRM to always reflect reality.
How it works
- 1An Outlook calendar event-completed trigger fires when a customer meeting ends.
- 2It matches the meeting attendees to a Salesforce account.
- 3A logic step recomputes the account's rolling cadence baseline and derives the next-expected-touch date.
- 4It updates that date and last-meeting field on the Salesforce account.
- 5It checks Outlook for an already-booked follow-up with the same contacts.
- 6If none exists, it posts a Slack reminder to the owner to schedule the next touch.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect SalesforceAccounts, opportunities, cases.
- 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
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.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
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.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
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.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
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.