SALES
On-Demand Deal Rescue Plan from Slack Command
An AE invokes a Slack slash command with a deal name, and the workflow pulls that Salesforce deal's full context and returns a tailored mutual action plan card on demand.
How it runs
The automated pipeline, trigger to output.
- TriggerAE runs deal-rescue Slack commandSlack
- LogicParse command and resolve target deal
- ActionFetch full opportunity contextSalesforce
- ActionDraft tailored mutual action planOpenAI
- OutputReturn editable MAP card in SlackSlack
What it does
Sometimes a rep knows a deal is stuck and just wants a plan now. This workflow exposes a Slack slash command that takes a deal name or ID, fetches that opportunity's full context from Salesforce — stage, age, activities, contacts, and notes — and returns a freshly drafted mutual action plan as an interactive Slack card the rep can edit and act on immediately.
When to use it
Use this for self-serve, in-the-moment deal rescue rather than scheduled sweeps. It is perfect for reps prepping for a call or a manager doing a one-off deal review who wants a structured plan in seconds without leaving Slack.
How it works
- 1An AE runs the Slack slash command with a deal identifier.
- 2A logic step parses the command and resolves the target deal.
- 3Salesforce returns the full opportunity context including recent activity.
- 4An AI step drafts a mutual action plan tailored to where the deal is stuck.
- 5A Slack card is posted back to the AE with editable next-step fields.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect OpenAIModels, embeddings, files.
- 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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