SALES
Rep Commitment-Keeping Scorecard for Pipeline Reviews
Weekly, an agent cross-references promised call next-steps against what each rep actually delivered and produces a per-rep follow-through scorecard in Notion for coaching…
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionPull rep commitments and Salesforce activitySalesforce
- LogicReason over kept vs. slipped commitments
- LogicCompute per-rep follow-through rate and patterns
- ActionPublish scorecards to NotionNotion
- OutputPost review summary to managers' SlackSlack
What it does
Each week, this agent-driven workflow compares the commitments reps made on calls against completed activity in Salesforce, calculates a follow-through rate per rep, and writes a coaching scorecard to Notion highlighting kept promises and slipped ones.
When to use it
Use it for weekly pipeline reviews and 1:1 coaching, when managers want an objective measure of who reliably executes on what they promise prospects, rather than relying on anecdote.
How it works
- 1A weekly schedule starts the run.
- 2The agent reads the week's captured call commitments and pulls each rep's completed Salesforce activities and task closures.
- 3It reasons over the two datasets to decide which promises were genuinely fulfilled, partially met, or missed, accounting for rescheduled dates.
- 4It computes a per-rep follow-through rate and identifies recurring slip patterns (e.g., proposals consistently late).
- 5It drafts a scorecard for each rep with kept, slipped, and at-risk commitments.
- 6The scorecard is published to a Notion database and a summary is posted to the managers' Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect NotionPages, databases, comments.
- 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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