SALES
MAP Slip Detector: Flag Stalled Close-Plan Steps to the AE
Scans each open opportunity's mutual action plan daily and DMs the owning AE in Slack the moment a close-plan step blows past its due date with no movement.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule (8am owner local)
- ActionFetch open opportunities + MAP stepsHubSpot
- LogicKeep steps past due and not complete
- LogicGroup slipped steps by deal owner
- OutputDM owning AE the slipped-step digestSlack
What it does
Every morning this workflow reads the mutual action plan attached to each open HubSpot opportunity, finds steps whose due date has passed while their status is still open, and pings the deal owner directly in Slack with the specific slipped step, how many days late it is, and a link back to the deal. No more dead steps quietly aging in a spreadsheet.
When to use it
Run it when your AEs co-build close plans with buyers but nobody is watching the calendar between calls. It catches the silent slip — the demo recap that never got sent, the security review that stalled — before it becomes a slipped quarter.
How it works
- 1A daily schedule fires the run.
- 2Pull all open opportunities and their mutual-action-plan steps from HubSpot.
- 3Filter to steps where the due date is in the past and status is not complete.
- 4For each owner, group their slipped steps into one digest.
- 5Send the owning AE a direct Slack message listing each stalled step, its days-overdue count, and the deal link.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.