SALES
Route discount requests to the right approver in Slack
Watches Salesforce opportunities for discount requests and routes each one to the correct approver in Slack based on the discount percentage — rep manager, RevOps, or VP.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce opportunity discount field updatedSalesforce
- LogicMatch discount % to approval tier
- ActionPost interactive approval card to tier approver in SlackSlack
- LogicCapture Approve/Reject button response
- OutputWrite decision and approver back to opportunitySalesforce
What it does
When a sales rep submits a discount on a Salesforce opportunity, this workflow reads the requested discount percentage and routes the approval to the right person based on tiered thresholds. Small discounts go to the rep's manager, mid-size to RevOps, and deep cuts to the VP of Sales — each as an actionable Slack message with Approve/Reject buttons. The decision and approver are stamped back onto the opportunity.
When to use it
Use it when discount approvals are bottlenecked in email or DMs and you want a consistent, auditable gate that scales with deal size. Ideal for teams with a published discount matrix who want approvals to land with the correct authority every time.
How it works
- 1A Salesforce opportunity update fires when the Discount Requested field is set.
- 2The workflow compares the discount percent against tier thresholds (e.g. <=10%, <=20%, >20%).
- 3It selects the matching approver and posts an interactive approval card to that person's Slack channel.
- 4The approver's button click is captured and the outcome (approved/rejected, by whom, timestamp) is written back to the Salesforce opportunity.
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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