SALES
MAP milestone slip detector with buyer accountability email
Scans Salesforce mutual action plan tasks each morning, flags any milestone whose due date has slipped past its buffer relative to the close date.
How it runs
The automated pipeline, trigger to output.
- TriggerEvery morning on a schedule
- ActionFetch open opps and their MAP milestones from SalesforceSalesforce
- LogicFlag milestones slipping vs close-date buffer
- ActionDraft tailored buyer accountability emailOpenAI
- OutputCreate Gmail draft to buyer championGmail
What it does
Keeps every active mutual action plan honest. It reads the MAP milestones tracked on each open opportunity, measures whether the remaining runway still fits before the committed close date, and when a step is slipping it writes a specific, named email back to the buyer champion asking for movement on exactly the right item.
When to use it
Run it when you manage complex deals with shared close plans and you keep discovering slipped steps only on the forecast call. It turns silent drift into a daily, polite, buyer-facing nudge so close dates stay credible.
How it works
- 1A morning schedule fires the workflow.
- 2It queries Salesforce for open opportunities with an attached MAP and pulls each milestone's owner, due date, and status.
- 3A logic step compares each incomplete milestone's due date against the close date minus its required lead time, flagging the ones now off track.
- 4For each flagged deal, an OpenAI step drafts an email naming the specific stalled step, its original date, and the close-date risk it creates.
- 5The draft lands in the rep's Gmail as a ready-to-send message addressed to the buyer champion.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 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.
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.