SALES
MAP Slip Detector: Auto-Draft a Buyer Nudge for Overdue Champion Tasks
When a buyer-owned close-plan step goes overdue, an OpenAI model drafts a tactful nudge email referencing the specific task and saves it to the AE's Gmail drafts for one-click…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionFetch overdue buyer-owned MAP stepsHubSpot
- ActionOpenAI drafts tailored champion nudgeOpenAI
- ActionSave email to AE Gmail draftsGmail
- OutputTell AE a draft is ready in SlackSlack
What it does
Mutual action plans assign steps to both sides. This workflow watches for buyer-owned steps that go overdue in HubSpot, then uses OpenAI to draft a short, non-pushy follow-up email to the champion that names the exact stalled task and proposes a path forward. The draft lands in the AE's Gmail drafts so they review, tweak, and send in seconds.
When to use it
Use it when reps know the buyer dropped the ball but freeze on how to chase without nagging. It removes the blank-page friction and keeps champion-side commitments from quietly rotting the close plan.
How it works
- 1A daily schedule fires the run.
- 2Pull mutual-action-plan steps assigned to the buyer that are now past due in HubSpot.
- 3For each, send the step context and prior thread to OpenAI to draft a tailored nudge.
- 4Create the email as a draft in the AE's Gmail addressed to the champion.
- 5Post a Slack note to the AE that a ready-to-send draft is waiting.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.