CRM
Stale-Deal Revival Outreach Drafting Agent
For each rotting opportunity, an agent reviews the deal history and drafts a tailored re-engagement email to the owner for approval.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled run gathers the stale-deal set
- ActionPull deal history and last activity from SalesforceSalesforce
- ActionAgent drafts tailored revival email per dealOpenAI
- LogicRoute drafts to owner for approve, edit, or skip
- OutputLog approved drafts as next step in SalesforceSalesforce
What it does
For every stale open opportunity, an agent reads the deal's recent notes, last touchpoint, and stage context, then drafts a specific, non-generic re-engagement email the rep can send to revive it. Drafts are delivered to the owner for one-click approval; approved drafts are logged on the opportunity in Salesforce as a scheduled next step rather than sent blindly.
When to use it
Use this when reps know which deals are stalling but never find time to write thoughtful revival outreach. It removes the blank-page tax while keeping a human in the loop.
How it works
- 1A schedule or manual run gathers the current stale-deal set.
- 2Pull each rotting opportunity's history and last activity from Salesforce.
- 3An agent step drafts a tailored revival email per deal grounded in that context.
- 4A logic step routes drafts to the owner for approve, edit, or skip.
- 5Log approved drafts as the next-step activity back on the Salesforce opportunity.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 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
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.
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.
Dormant Account Anniversary Re-engagement Email
Each day, finds Attio accounts whose last activity was exactly N months ago and sends each owner's contact a personalized re-engagement email from Gmail.
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.
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.