SALES
MAP Stalled-Step Detector and Owner Nudge
Scans every active mutual action plan each morning for steps that are overdue or untouched past their due date.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily 7am schedule
- ActionRead active MAP steps from NotionNotion
- LogicFlag overdue or idle steps
- ActionEnrich with Salesforce opportunity dataSalesforce
- OutputPost at-risk step digest to SlackSlack
What it does
Watches the mutual action plans (MAPs) you track in Notion and surfaces any step that is past due or sitting idle, then pings the right people so a single slipped task doesn't quietly drag the whole close date.
When to use it
Run it when you manage multi-step enterprise closes where buyer and seller share a plan and a stale step is the first sign a deal is going cold. Best for teams that already keep MAPs in Notion and run their deal updates in Salesforce.
How it works
- 1A daily 7am schedule fires the check.
- 2Pull all MAP databases tagged active from Notion and read each step's due date, owner, and completion state.
- 3Logic compares due dates to today and flags any step overdue or untouched within 48 hours of its due date.
- 4Look up the matching Salesforce opportunity to attach deal value and stage to each flagged step.
- 5Post a per-deal Slack message to the owning rep's channel listing the at-risk steps, owner, and days slipped.
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.