SALES
Draft a Tailored Mutual Action Plan from Discovery Call Notes
On request, an agent reads the deal's Salesforce discovery notes, drafts a milestone plan tailored to the buyer's stakeholders and timeline, builds the Trello board.
How it runs
The automated pipeline, trigger to output.
- TriggerRep requests a plan for an opportunity
- ActionPull discovery notes and stakeholders from SalesforceSalesforce
- ActionAgent drafts tailored milestones and ownersOpenAI
- ActionCreate Trello board from the proposed planTrello
- OutputPost draft and reasoning to Slack for approvalSlack
What it does
Replaces the generic milestone template with a plan shaped by what the buyer actually said. An agent reviews the discovery notes on the opportunity, infers the real approval path (who signs, what reviews are required, target go-live), and proposes a customized mutual action plan for the rep to approve before it reaches the buyer.
When to use it
Use it for complex or enterprise deals where every buyer's procurement and security path is different and a one-size template would miss steps. Best when reps capture solid discovery notes in Salesforce and want a strong first draft instead of a blank board.
How it works
- 1A rep triggers the workflow on a chosen opportunity.
- 2The agent pulls the discovery notes, close date, and stakeholder list from Salesforce.
- 3It reasons over the notes to produce a tailored set of milestones, owners, and target dates.
- 4A Trello board is created with the proposed cards.
- 5The agent posts a summary of its reasoning and the draft plan to Slack for rep approval.
- 6The board link is recorded so the rep can adjust and share it once approved.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect TrelloKanban boards for everything.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect OpenAIModels, embeddings, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.