SALES
MAP slip escalation to manager with recommended save play
When two or more mutual action plan milestones on a deal slip past close-date buffers, it escalates to the rep's manager in MS Teams with a deal-risk summary and an agent-drafted…
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled at-risk scan
- ActionPull open deals and MAP milestones from HubSpotHubSpot
- LogicKeep deals with 2+ slipped milestones
- ActionAgent drafts risk summary and save play
- OutputEscalate to manager in MS TeamsMicrosoft Teams
- ActionLog risk event on HubSpot dealHubSpot
What it does
Distinguishes a single slipped step from a deal genuinely going sideways. When a MAP accumulates multiple slips against the close date, it treats the opportunity as at risk: it builds a manager-facing risk summary, has the agent recommend a concrete save play, and records the escalation on the deal record.
When to use it
Use it for forecast hygiene on commit-stage deals where one slip is normal but a pattern of slips should pull a manager in early. It routes attention to the deals that actually need coaching, not every minor date change.
How it works
- 1A scheduled scan triggers the workflow.
- 2It pulls open deals and their MAP milestones from HubSpot.
- 3A logic step counts how many incomplete milestones have slipped past their close-date buffers and keeps only deals at two or more.
- 4The Paperclip agent assembles the deal context and drafts a risk summary plus a specific recommended save play.
- 5It posts the escalation to the manager's MS Teams channel.
- 6It logs the risk event back onto the HubSpot deal for an auditable trail.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect Microsoft TeamsChannels, chats, files.
- 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.
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