CRM
Stale Salesforce Deal Slack Nudge to Owners
Each morning, finds open Salesforce opportunities with no activity past a staleness threshold and DMs each deal owner a Slack nudge listing their aging deals and a suggested next…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily 8am schedule
- ActionQuery stale open opportunitiesSalesforce
- LogicGroup by owner, skip empty
- ActionDraft per-owner nudgeOpenAI
- OutputDM owner their aging dealsSlack
What it does
Scans your Salesforce pipeline every morning for open opportunities that have gone quiet, then pings the responsible rep directly in Slack with a tidy list of their aging deals and a concrete nudge to act.
When to use it
Use it when deals slip through the cracks because reps lose track of which opportunities haven't been touched. Best for teams that live in Slack and want gentle, owner-specific accountability instead of a noisy shared channel.
How it works
- 1A daily schedule fires at 8am in the team's timezone.
- 2The flow queries Salesforce for open opportunities whose LastActivityDate is older than the configured stale window (e.g. 14 days).
- 3A logic step groups the results by deal owner and drops anyone with zero stale deals.
- 4For each owner, an OpenAI step drafts a short, friendly nudge summarizing the deals and a suggested next action per deal stage.
- 5A Slack action looks up the owner's user ID by email and sends the summary as a direct message, so each rep sees only their own pipeline.
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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Daily orphaned-opportunity sweep with manager Slack digest
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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.