SALES
Archive the Action Plan and Report Milestone Cycle Times on Closed-Won
When a Salesforce opportunity is marked Closed Won, this workflow snapshots the mutual action plan, archives the Trello board.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce opportunity marked Closed WonSalesforce
- ActionRead milestone completion timestamps from the boardTrello
- LogicCompute per-milestone and total cycle times
- ActionSave plan snapshot to Google DriveGoogle Drive
- ActionArchive the Trello boardTrello
- OutputPost win and cycle-time summary to SlackSlack
What it does
Closes the loop on a won deal and captures what the plan can teach. It records when each mutual action plan milestone actually completed, archives the buyer board so the workspace stays clean, and reports how long each stage took, turning a finished tracker into reusable sales intelligence.
When to use it
Use it when you want post-mortem data on what drove deals to close and where buyers tend to stall. Ideal for sales-ops teams building benchmarks for milestone duration and improving the standard plan over time.
How it works
- 1A Salesforce opportunity flips to Closed Won, firing the trigger.
- 2The workflow finds the linked mutual action plan board and reads each card's completion timestamp.
- 3It computes cycle time per milestone and total time from plan start to close.
- 4The full plan snapshot is saved to a Google Drive folder for the record.
- 5The Trello board is archived to keep active boards limited to live deals.
- 6A win summary with per-milestone cycle times is posted to the revenue Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect TrelloKanban boards for everything.
- 3Connect Google DriveDocs, sheets, slides, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
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