SALES
Build a Buyer-Facing Mutual Action Plan When a Deal Reaches Proposal
When a Salesforce opportunity advances to the Proposal stage, this workflow generates a shared Trello board of milestone cards mirroring the deal plan and emails the buyer a link…
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce opportunity enters Proposal stageSalesforce
- ActionRead close date, amount, and primary contactSalesforce
- ActionCreate a buyer-facing Trello board for the accountTrello
- ActionAdd milestone cards with due dates from close dateTrello
- ActionEmail the buyer the board linkGmail
- OutputWrite board URL back to the opportunitySalesforce
What it does
Turns a Salesforce opportunity into a clean, buyer-facing mutual action plan (MAP) the moment a deal gets serious. It reads the deal's close date and amount, lays out the standard path-to-close milestones as Trello cards, and sends the buyer a single link so both sides work off the same plan.
When to use it
Use it when you want every Proposal-stage deal to start with a shared timeline instead of a scattered email thread. Ideal for AEs who run consistent sales motions and want buyers to see exactly what happens next and who owns each step.
How it works
- 1A Salesforce opportunity moves into the Proposal stage and fires the trigger.
- 2The workflow pulls the opportunity's close date, amount, and primary contact email.
- 3A new Trello board is created and named for the account.
- 4Milestone cards (technical review, security, legal, procurement, signature) are added with due dates back-calculated from the close date.
- 5The buyer receives a Gmail message with the board link and a short explanation of how to use it.
- 6The Trello board URL is written back to the opportunity record for internal reference.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect TrelloKanban boards for everything.
- 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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Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
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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