SALES
MAP Slip Detector: Weekly Close-Plan Health Rollup for the Team
Aggregates every active deal's mutual-action-plan completion and slip count into a weekly per-rep health table, summarizes the trend with OpenAI.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule before review
- ActionFetch all open deals + MAP stepsHubSpot
- LogicRoll up health metrics per rep
- ActionOpenAI summarizes trend + calloutsOpenAI
- OutputPost health table to team SlackSlack
What it does
Once a week this workflow tallies, across all open opportunities, how many mutual-action-plan steps are complete, on track, and overdue, rolled up by rep. It hands the numbers to OpenAI for a short plain-English read on where plans are slipping, then posts a clean per-rep health table plus the narrative to the sales team's Slack channel for the pipeline review.
When to use it
Use it to anchor your weekly forecast call in close-plan reality instead of opinion. Managers see at a glance which reps' plans are healthy and which are accumulating overdue steps, before the deals quietly slide.
How it works
- 1A weekly schedule fires before the pipeline review.
- 2Pull all open opportunities and their mutual-action-plan steps from HubSpot.
- 3Compute per-rep completion rate, on-track count, and overdue count.
- 4Send the rollup to OpenAI for a brief trend summary and callouts.
- 5Post the health table and summary to the sales team Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect OpenAIModels, embeddings, files.
- 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
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.