SALES
Turn buyer email replies into mutual action plan progress updates
Monitors a deals inbox for buyer replies, uses an AI agent to detect which mutual action plan milestone the message confirms or blocks.
How it runs
The automated pipeline, trigger to output.
- TriggerNew buyer email in deals labelGmail
- ActionAgent matches deal and classifies reply intentOpenAI
- LogicRoute confirmation, blocker, or no-op
- ActionUpdate matching Asana MAP taskAsana
- ActionLog interpreted summary on Salesforce opportunitySalesforce
- OutputNotify rep of changes for reviewGmail
What it does
Reads inbound buyer email and keeps the mutual action plan current without manual data entry. An agent interprets the reply, decides which MAP milestone it relates to and whether it confirms completion or raises a blocker, then updates Asana and logs context on the Salesforce opportunity.
When to use it
Use this when most deal progress lives in email threads and reps forget to reflect it in the plan or CRM. Best for teams running structured MAPs who want the inbox to feed the plan automatically.
How it works
- 1A Gmail trigger fires on a new message in the deals label.
- 2An agent step matches the sender and thread to a deal and its MAP, then classifies the reply as milestone confirmation, blocker, or no-op.
- 3A logic step routes: confirmations complete the Asana task, blockers reopen it and add a comment, no-ops exit.
- 4An action applies the Asana update.
- 5An action appends an interpreted summary to the Salesforce opportunity activity log.
- 6A final output notifies the rep of what changed for review.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 4Connect SalesforceAccounts, opportunities, cases.
- 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 this workflow in your colony.
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