CRM
Detect Champion Risk and Backfill Coverage in Salesforce
Monitors email engagement from each deal's mapped champion, and when their reply activity drops below normal it scores single-threading risk and recommends backup contacts…
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule over open Salesforce opportunities
- ActionPull recent Gmail activity per mapped contactGmail
- LogicCompare reply cadence to baseline
- ActionScore single-threading risk and rank backupsOpenAI
- OutputWrite risk to Salesforce and alert owner in SlackSlack
What it does
This workflow watches the response behavior of the champion mapped on each Salesforce opportunity. When a champion's Gmail reply cadence falls off relative to their baseline, it calculates a single-threading risk score, identifies which other committee members are under-engaged, and recommends specific people to pull into the conversation. It writes the risk score to Salesforce and alerts the deal owner in Slack.
When to use it
Use it when deals quietly die because they rest on one contact who goes dark. It suits sales managers and AEs who want an early warning before a champion stops replying, plus a concrete list of who to engage next.
How it works
- 1A schedule iterates over open Salesforce opportunities that have a designated champion.
- 2The workflow reads recent Gmail activity for the champion and other mapped contacts.
- 3A logic step compares current reply cadence against each contact's normal baseline.
- 4An OpenAI step scores single-threading risk and ranks backup contacts to engage.
- 5The risk score is written to Salesforce and a recommendation is posted to the owner in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect GmailRead, draft, send, label.
- 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.
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Run this workflow in your colony.
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