SALES
Nudge Buyers and Reps on Overdue Mutual Action Plan Milestones
Runs daily to scan mutual action plan Trello boards for milestones past their due date.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires the overdue scan
- ActionList open cards across all MAP boardsTrello
- LogicFilter to milestones past due and incomplete
- ActionEmail buyer-owned overdue milestones a nudgeGmail
- ActionPing reps on internally-owned slipped stepsSlack
- OutputPost stalled-milestone digest to sales-opsSlack
What it does
Catches mutual action plans that are slipping before they quietly die. Each day it checks every active MAP board for overdue milestone cards and routes a gentle reminder to the right person, keeping the deal moving without the rep having to babysit dates.
When to use it
Use it when you run several live deals on shared trackers and want a safety net against silence. Especially useful late in the quarter when one missed procurement or security step can push a close date by weeks.
How it works
- 1A daily schedule triggers the scan.
- 2The workflow lists open cards across all mutual action plan boards and compares due dates to today.
- 3A filter keeps only cards that are overdue and not yet complete.
- 4For each overdue milestone owned by the buyer, a polite reminder email goes out with the board link.
- 5For each milestone owned internally, the assigned rep is pinged in Slack with the card and how many days it has slipped.
- 6A short daily digest of all stalled milestones is posted to the sales-ops Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect TrelloKanban boards for everything.
- 2Connect GmailRead, draft, send, label.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
More Sales workflows
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.