SALES
Buyer Doc Engagement Cooldown Alert
Tracks how recently the buyer last opened the shared close-plan documents in Google Drive and raises a Slack alert when champion engagement goes quiet for too long.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday afternoon schedule
- ActionRead shared doc view timestamps in DriveGoogle Drive
- LogicFlag deals cold past threshold
- ActionLook up opportunity owner in SalesforceSalesforce
- OutputSend cooldown alert to SlackSlack
What it does
Measures buyer-side engagement by checking the last-viewed timestamps on the proposal, MAP, and pricing docs you share in Google Drive, then alerts the deal team when the buyer stops opening them.
When to use it
Use it on deals where the strongest leading indicator of risk is the buyer going silent on artifacts you sent. Ideal when your close plan lives as shared Drive files and your champion's clicks are an early read on momentum.
How it works
- 1A schedule runs every weekday afternoon.
- 2List the shared deal-folder files in Google Drive and read each file's last-viewed-by-buyer timestamp.
- 3Logic computes days-since-last-view per deal and flags any deal cold for more than five business days.
- 4Pull the Salesforce opportunity owner and next step for each cold deal.
- 5Send the rep a Slack alert naming which artifact went stale and suggesting a re-engagement touch.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect SalesforceAccounts, opportunities, cases.
- 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.
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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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