CRM
Auto-Reassign Stale Deals from Inactive Owners
Detects open opportunities owned by reps who are out, departed, or below an activity bar.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled run starts the reassignment job
- ActionQuery open opportunities and owner status from SalesforceSalesforce
- LogicSelect stale deals owned by inactive reps
- LogicResolve backup owner per territory or round-robin
- ActionReassign opportunity owner and log audit note in SalesforceSalesforce
- OutputNotify manager of reassignments in SlackSlack
What it does
Finds rotting open opportunities whose owner is effectively absent — deactivated user, on a leave list, or with zero logged activity for N days — and reassigns those deals to a designated backup owner or round-robin queue directly in Salesforce. It logs every reassignment and pings the sales manager with the before/after owner so nothing moves silently.
When to use it
Use this after a rep leaves, during PTO coverage, or when a territory is being rebalanced and you don't want valuable pipeline stranded on an inactive owner.
How it works
- 1A schedule (or manual run before a coverage gap) starts the job.
- 2Query Salesforce for open opportunities and their owners' status and recent activity.
- 3A logic step selects deals whose owner is inactive AND the deal is stale.
- 4Resolve the correct backup owner per territory or round-robin.
- 5Update the opportunity OwnerId in Salesforce and add an audit note.
- 6Post a Slack summary to the manager of every reassignment made.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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
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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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