CRM
Stalled High-Value Deal Reactivation Agent
An agent reviews aging high-value Salesforce deals, researches each account for a fresh reason to reconnect, drafts a personalized outreach.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionFetch stalled high-value dealsSalesforce
- ActionResearch each accountExa
- LogicReason on reactivation angle
- OutputPost reactivation brief to SlackSlack
What it does
Runs an agent over your stalled high-value opportunities, gathers fresh context on each account from the web, reasons about the best reactivation angle, and assembles a reactivation brief with a drafted message for the rep to approve.
When to use it
Use this for your most important quiet deals, where a generic nudge isn't enough and a thoughtful, researched re-approach is worth the effort. Best when you want judgment, not just a templated reminder.
How it works
- 1A weekly schedule kicks off the agent.
- 2The agent queries Salesforce for open opportunities above an amount threshold with no activity past the stale window.
- 3For each deal it uses Exa to research recent company news, funding, or hiring signals worth referencing.
- 4The agent reasons about why the deal stalled and the strongest angle to reopen the conversation, then drafts a tailored outreach message.
- 5It posts a per-deal reactivation brief, context, angle, and draft, into a Slack channel where the owner can approve, edit, or discard.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 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
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.
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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.