CRM
Nightly Stale-Deal Rot Sweep with Owner Nudges
Each night, scans Salesforce open opportunities for deals with no activity past their stage's freshness threshold and posts a per-owner Slack digest of what's rotting and what…
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires the sweep
- ActionQuery open Salesforce opportunities with activity datesSalesforce
- LogicFlag deals past their stage freshness threshold
- LogicGroup stale deals by owner
- OutputDM each owner a Slack digest with next actionsSlack
What it does
Runs every night and flags open Salesforce opportunities that have gone quiet — no logged calls, emails, or stage changes within the freshness window defined for their current stage. Instead of one giant report, it groups rotting deals by owner and sends each rep a personal Slack DM listing their at-risk deals, days since last touch, and amount.
When to use it
Use this when reps let mid-funnel deals drift and your pipeline review is full of surprises. It turns silent decay into a daily, owner-specific nudge so deals get worked or honestly closed.
How it works
- 1A nightly schedule fires the sweep.
- 2Query Salesforce for all open opportunities with last-activity date, stage, owner, and amount.
- 3A logic step compares each deal's days-since-activity against its stage's threshold (e.g. 7 days in Discovery, 21 in Negotiation) and keeps only the stale ones.
- 4Group the survivors by owner.
- 5Post each owner a Slack DM digest with their stale deals, age, and a suggested next action.
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.
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.