SALES
Escalate stalled mutual action plan milestones to Slack and Salesforce
Runs daily to find mutual action plan milestones in Asana that are overdue against the deal's target close date.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionFetch incomplete Asana MAP tasksAsana
- LogicFlag overdue and close-date-risking milestones
- ActionPost at-risk alert to deal Slack channelSlack
- ActionFlag Salesforce opportunity and create follow-upSalesforce
- OutputWrite escalation digest for the sales leadSlack
What it does
Catches mutual action plans that are slipping before they kill the deal. Each day it scans MAP milestones against their due dates and the opportunity close date, and escalates anything overdue to the deal team in Slack while flagging the CRM record.
When to use it
Use this when you manage many concurrent deals and need a daily early-warning system for buyer-side stalls, rather than discovering a missed milestone during forecast review.
How it works
- 1A daily schedule trigger kicks off the sweep.
- 2An action pulls incomplete MAP tasks across active Asana plan projects.
- 3A logic step flags tasks whose due date has passed or that jeopardize the close date, grouped by deal.
- 4An action posts an at-risk summary to each deal's Slack channel tagging the owner.
- 5An action updates the linked Salesforce opportunity with an at-risk flag and a follow-up task.
- 6A final output writes a digest of all escalations for the sales lead.
Set it up
What you configure once, before turning it on.
- 1Connect AsanaTasks, projects, milestones — everywhere.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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
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.