SALES
Deal-Desk Discount Approval Router via Monday Board Stages
Catches non-standard discount quotes from Salesforce, classifies the approval tier by discount depth.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce quote submitted above discount capSalesforce
- LogicClassify approval tier by discount depth
- ActionCreate Monday item in matching board stagemonday.com
- ActionNotify approver in Slack with deal contextSlack
- OutputWrite approver and Monday ID back to SalesforceSalesforce
What it does
When a sales rep submits a quote in Salesforce with a discount above the standard threshold, this workflow routes it to the correct approval tier and tracks it as a card moving through your Monday deal-desk board. Approvers get a Slack ping with the deal context so nothing stalls in an inbox.
When to use it
Run this when your deal desk reviews every off-list discount by hand and quotes get lost between Salesforce and chat. It enforces who-approves-what by discount size and gives leadership a live board of pending approvals.
How it works
- 1A new or updated Opportunity quote in Salesforce fires the trigger when its discount field exceeds the standard cap.
- 2A logic step classifies the tier: under 15% routes to manager, 15-30% to director, above 30% to VP/Finance.
- 3The workflow creates a Monday item in the matching board stage column with deal name, ARR, and discount.
- 4It posts to the approver's Slack channel with quote details and the Monday link.
- 5The output writes the assigned approver and Monday item ID back onto the Salesforce Opportunity.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect monday.comVisual work management for teams.
- 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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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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