SALES
Daily deal-desk digest of discount approvals and exceptions
Compiles the prior day's discount requests from Salesforce into a single digest — approved, rejected, still pending, and any that breached policy.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily 8am schedule fires
- ActionQuery Salesforce for prior-day discount activitySalesforce
- LogicGroup by outcome and flag policy exceptions
- OutputPost discount digest to deal-desk SlackSlack
What it does
Each morning this workflow rolls up the last 24 hours of discount activity into one clear digest. It groups requests by outcome — approved, rejected, pending past SLA — and flags any deal where the granted discount exceeded the approved amount or skipped a required tier. The result is a single Slack post that gives the deal desk and sales leaders a daily pulse on discounting health.
When to use it
Use it when leadership wants visibility into discounting trends and policy exceptions without digging through Salesforce. It surfaces backlog and out-of-policy deals early, so issues get caught the next morning instead of at quarter close.
How it works
- 1A daily schedule (e.g. 8am) triggers the run.
- 2The workflow queries Salesforce for all discount requests and decisions in the prior 24 hours.
- 3It groups them by status and recomputes each against policy to flag exceptions.
- 4It formats a digest with counts, the pending-too-long list, and the exception list.
- 5It posts the digest to the deal-desk Slack channel.
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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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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