SALES
Route Buyer Comments on the Action Plan to the Rep in Real Time
When a buyer comments on a mutual action plan Trello card, this workflow forwards the comment to the deal owner by Slack and email so questions get answered fast and the plan…
How it runs
The automated pipeline, trigger to output.
- TriggerBuyer comments on a MAP Trello cardTrello
- ActionRead comment, card, and deal ownerTrello
- LogicDrop internal comments, keep buyer comments
- ActionSlack DM the deal owner the commentSlack
- ActionForward the comment to the owner by emailGmail
- OutputLabel card 'awaiting rep reply'Trello
What it does
Makes the shared tracker feel responsive. Whenever a buyer leaves a comment on a milestone card, the deal owner hears about it immediately through Slack and email, with the card, the question, and a direct link, so no buyer signal sits unread.
When to use it
Use it when buyers actively collaborate inside the Trello board and you can't afford a slow reply that stalls momentum. Good for high-velocity deals where the buyer expects same-day answers on blockers.
How it works
- 1A new comment is added to a card on a mutual action plan board, firing the trigger.
- 2The workflow reads the comment text, the card, and the board's linked deal owner.
- 3A branch ignores comments authored by internal team members so only buyer comments route out.
- 4The deal owner gets a Slack direct message with the comment and a link to reply on the card.
- 5The same comment is forwarded to the owner by email as a backstop in case Slack is missed.
- 6The card is labeled "awaiting rep reply" so open buyer questions stay visible on the board.
Set it up
What you configure once, before turning it on.
- 1Connect TrelloKanban boards for everything.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect GmailRead, draft, send, label.
- 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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