SALES
Weekly MAP buyer progress recap with next-step asks
Each week it pulls a deal's mutual action plan from Salesforce, summarizes what is done, on track, and overdue, and sends the buyer champion a recap email naming the specific…
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionRead MAP milestones and close date from SalesforceSalesforce
- LogicBucket milestones and isolate buyer-owned next steps
- ActionDraft progress recap with next-step asksOpenAI
- OutputSend recap email to champion via GmailGmail
What it does
Sends the buyer a clean weekly heartbeat on the shared plan. It rolls up every milestone into done, on-track, and overdue buckets, then writes a friendly recap that explicitly lists the items the buyer side owes and how each connects to hitting the agreed close date.
When to use it
Use it on later-stage deals where you want to maintain steady momentum and keep the buyer accountable without a manual status email every Friday. It is the proactive cousin of the slip detector: it nudges on cadence, not just on failure.
How it works
- 1A weekly schedule triggers the recap.
- 2It reads the opportunity's MAP milestones, owners, statuses, and close date from Salesforce.
- 3A logic step sorts milestones into completed, on track, and overdue, and isolates the buyer-owned next steps.
- 4An OpenAI step drafts a warm, specific recap email leading with progress and ending with the buyer's concrete asks.
- 5The recap is sent to the champion via Gmail, with the rep copied for visibility.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 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.