SALES
Send buyers a weekly mutual action plan progress recap
Each week compiles the buyer's mutual action plan status from Asana and the deal's Salesforce stage, formats a clean progress recap.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionRead Asana MAP status per active dealAsana
- ActionEnrich with Salesforce stage and close dateSalesforce
- LogicFilter inactive deals and order next steps
- OutputEmail recap to buyer and internal teamGmail
What it does
Automates the weekly nudge that keeps a mutual action plan moving. It assembles completed, in-progress, and upcoming milestones from Asana alongside the current Salesforce stage and target close date, then sends a polished recap to the buyer and the internal team.
When to use it
Use this when you want consistent, professional buyer touchpoints that reinforce accountability on shared next steps without a rep manually writing a status email for every active deal each week.
How it works
- 1A weekly schedule trigger starts the run.
- 2An action reads each active deal's MAP tasks and computes completed, in-progress, and overdue counts plus the next owed items.
- 3An action enriches with the Salesforce opportunity stage, owner, and close date.
- 4A logic step skips deals with no activity or already closed and orders remaining next steps.
- 5An output emails the buyer champion and internal team a formatted progress recap with the highlighted next milestone.
Set it up
What you configure once, before turning it on.
- 1Connect AsanaTasks, projects, milestones — everywhere.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect GmailRead, draft, send, label.
- 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.