SALES
Turn buyer email replies into mutual-action-plan tasks
When a buyer replies to a deal thread in Gmail, an agent extracts any commitments or next steps and adds them as owned, due-dated items on the Monday mutual-action-plan board.
How it runs
The automated pipeline, trigger to output.
- TriggerBuyer replies in tracked Gmail threadGmail
- LogicMatch thread to opp + Monday board
- ActionAgent extracts action items, owner, due dateOpenAI
- ActionCreate/update items on Monday boardmonday.com
- OutputPost captured-tasks summary to SlackSlack
What it does
Mines buyer emails for the next steps that would otherwise live only in someone's inbox. An agent reads the reply, pulls out concrete commitments and asks, and writes them onto the shared Monday plan with an owner and a due date.
When to use it
Use it when buyer-side commitments get made over email and never make it onto the formal close plan. Best for complex deals where threads move faster than anyone updates the board.
How it works
- 1A Gmail trigger fires when a reply lands in a tracked deal thread.
- 2A logic step matches the thread to a Salesforce opportunity and its linked Monday board.
- 3The agent reads the email and extracts discrete action items, inferring owner and a reasonable due date for each.
- 4An action creates or updates the corresponding items on the Monday plan board.
- 5The output posts a short summary of what was captured to the deal channel in Slack for the rep to confirm.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect monday.comVisual work management for teams.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Connect OpenAIModels, embeddings, files.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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