SALES
Weekly MAP Slip-Risk Rollup for Sales Leadership
Aggregates slippage signals across every active mutual action plan into a single scored leadership digest.
How it runs
The automated pipeline, trigger to output.
- TriggerFriday afternoon schedule
- ActionRead MAP status from NotionNotion
- ActionPull forecast data from SalesforceSalesforce
- LogicScore and rank deals by slip risk
- ActionWrite ranked report to NotionNotion
- OutputPost leadership digest to SlackSlack
What it does
Rolls up the early-warning signals from across your active deals (overdue steps, stale buyer engagement, missing next meetings) into one ranked risk report for sales leadership instead of scattered per-deal pings.
When to use it
Use it when leaders need a portfolio view of which deals are quietly slipping ahead of the forecast call, not just individual alerts to reps. Best once you already capture MAP steps in Notion and forecast data in Salesforce.
How it works
- 1A Friday afternoon schedule kicks off the rollup.
- 2Read MAP step status and buyer-engagement notes from Notion across all active plans.
- 3Pull each deal's stage, amount, and close date from Salesforce.
- 4Logic computes a slip-risk score per deal from overdue steps, idle engagement, and proximity to close date, then ranks them.
- 5Compile the ranked at-risk list with reasons into a Notion page for the record.
- 6Post the top-risk summary and a link to the full page in the leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect NotionPages, databases, comments.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.