SALES
No Next-Meeting Escalation for At-Risk MAPs
Checks whether each active deal has a future buyer meeting on the calendar and escalates to the rep, then their manager, when an open MAP has no scheduled next touch.
How it runs
The automated pipeline, trigger to output.
- TriggerMonday morning schedule
- ActionPull active opportunities from SalesforceSalesforce
- ActionSearch calendar for future buyer meetingsGoogle Calendar
- LogicFlag open MAPs with no next meeting
- OutputEscalate to rep then manager in SlackSlack
What it does
Verifies that every open mutual action plan has a forward-dated meeting with the buyer on Google Calendar. When none exists, it flags the deal as drifting and escalates so a next step gets booked.
When to use it
Use it when an empty calendar is your clearest slippage signal: a MAP that is open but has no scheduled buyer interaction is usually stalling. Good for managers who want a standing check rather than ad-hoc pipeline reviews.
How it works
- 1A schedule runs every Monday morning.
- 2Pull active opportunities and their MAP status from Salesforce.
- 3For each deal, search Google Calendar for any future event with the buyer's domain attendees.
- 4Logic flags deals with an open MAP but zero upcoming buyer meetings, sorted by deal value.
- 5Notify the rep in Slack first; for high-value deals with no booked meeting, also escalate to their manager's channel.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect Google CalendarEvents, attendees, availability.
- 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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