CRM
Stage-Change Multi-Thread Gate
When a Salesforce opportunity advances to a late stage, checks whether more than one contact is engaged and, if not, blocks-by-warning the rep and their manager in Slack…
How it runs
The automated pipeline, trigger to output.
- TriggerOpportunity stage changedSalesforce
- LogicOnly proceed if stage is late-stage
- ActionRead contact roles and engagementSalesforce
- LogicPass if two or more contacts engaged
- ActionDraft coverage-gap coaching noteOpenAI
- OutputWarn rep and manager in SlackSlack
What it does
Advancing a deal to Proposal or Negotiation while only one buyer is engaged is a quiet red flag. This workflow catches the moment a deal moves to a late stage and verifies coverage right then, so the gap gets addressed while the deal is hot rather than weeks later.
When to use it
Use it as a stage-gate guardrail when your team has a habit of pushing deals forward on the strength of a single champion. It runs per-deal at the exact transition, not on a batch schedule.
How it works
- 1An event trigger fires when an opportunity's stage changes in Salesforce.
- 2A logic step checks whether the new stage is one of the configured late stages; non-late transitions exit quietly.
- 3The workflow reads the opportunity's contact roles and recent engagement from Salesforce.
- 4A second logic step counts engaged contacts; deals with two or more pass and stop.
- 5For single-threaded late-stage deals, an OpenAI step writes a short coaching message naming who is engaged and what role is missing (economic buyer, technical, etc.).
- 6The message posts to Slack, mentioning both the rep and their manager.
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.
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