CRM
Single-Thread Deal Risk Scanner
Each morning, scans open Salesforce opportunities above a value threshold and flags any deal where only one contact has been engaged, posting a prioritized at-risk list to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionFetch open opportunities + contact roles + activitiesSalesforce
- LogicKeep deals with only one engaged contact
- ActionRank by risk and draft note per dealOpenAI
- OutputPost prioritized at-risk digest to SlackSlack
What it does
A deal that lives or dies on one person's goodwill is fragile — if that champion leaves or goes quiet, the deal stalls with no warning. This workflow finds those single-threaded opportunities every morning and surfaces them to your team before they slip.
When to use it
Run it daily on any pipeline where enterprise deals carry real value and you want sales managers to push reps toward multi-threading. Best for teams that log activities against contacts in Salesforce.
How it works
- 1A scheduled trigger fires each weekday morning.
- 2The workflow pulls all open opportunities in Salesforce above a configurable amount, with their associated contact roles and recent activities.
- 3A logic step counts distinct contacts with logged engagement in the last 30 days per deal; it keeps only deals with exactly one engaged contact.
- 4An OpenAI step ranks the flagged deals by value and stage and writes a one-line risk note for each.
- 5The ranked list posts to a Slack channel as a single digest, tagging the owning rep so they can add a second thread that day.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 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.
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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.