SALES
Close-Plan Re-Sequencer on Missed Milestone
When a MAP milestone is marked missed in Salesforce, an agent recalculates the downstream dependent steps, rebuilds a realistic sequence against the target close date.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce milestone marked missedSalesforce
- ActionRead MAP steps and dependencies from NotionNotion
- LogicRe-sequence downstream steps and dates
- ActionWrite revised plan to NotionNotion
- OutputPost re-plan summary to SlackSlack
What it does
Reacts to a slipped milestone by re-planning the rest of the close. An agent reads the dependency chain, shifts every downstream step, and either protects or renegotiates the close date, then publishes the updated MAP.
When to use it
Use it when one missed step (security review, legal redline, budget sign-off) forces a real re-plan rather than a simple reminder, and you want the close plan to stay internally consistent without manual rework.
How it works
- 1A Salesforce event fires when a MAP milestone's status changes to missed.
- 2The agent reads the full step list and dependencies from Notion to understand what hangs off the missed milestone.
- 3It re-sequences downstream steps, computing new realistic dates and noting which steps now threaten the committed close date.
- 4It writes the revised plan and a change summary back into the Notion MAP.
- 5It posts a re-plan summary to the deal Slack channel flagging any close-date risk for the rep to confirm.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect NotionPages, databases, comments.
- 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
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.
MEDDIC Gap Sync to HubSpot Deal Properties
Transcribes a finished Zoom discovery call, extracts MEDDIC details, and writes structured values into custom HubSpot deal properties while logging the call as a timeline note.
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…
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
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.
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.