SALES
Hand off a completed mutual action plan to onboarding when the deal closes
When a Salesforce opportunity is marked Closed Won, archives the buyer mutual action plan in Asana, spins up an onboarding project from the captured milestone history.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce opportunity Closed WonSalesforce
- ActionRead completed Asana MAP and stakeholdersAsana
- LogicVerify MAP exists and prevent duplicate handoff
- ActionArchive MAP and create seeded onboarding projectAsana
- OutputPost handoff summary to CS Slack channelSlack
What it does
Turns a won deal's mutual action plan into a clean kickoff for delivery. On Closed Won it captures the final MAP state, creates a customer onboarding project seeded with relevant context and owners, and alerts the CS team so nothing is lost in the sales-to-success handoff.
When to use it
Use this when context from the deal's mutual action plan should carry into onboarding instead of being recreated from scratch. Ideal for teams where the same buyer stakeholders continue into implementation.
How it works
- 1A Salesforce trigger fires when an opportunity becomes Closed Won.
- 2An action reads the deal's completed Asana MAP project and extracts milestone history and stakeholders.
- 3A logic step verifies a MAP exists and avoids creating a duplicate onboarding project.
- 4An action archives the MAP project and creates a new Asana onboarding project preloaded with handoff notes, stakeholders, and starter tasks.
- 5An output posts a handoff summary with the new project link to the customer success Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect AsanaTasks, projects, milestones — everywhere.
- 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.
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