SALES
Mutual Action Plan Champion Drift Detector
Watches a deal's mutual action plan in Salesforce and alerts the account team in Slack when the buyer-side champion misses an agreed step's due date.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires the MAP check
- ActionFetch MAP steps and due dates from SalesforceSalesforce
- LogicFilter to buyer-owned steps that are overdue and incomplete
- LogicSkip deals with no overdue buyer steps
- ActionCompute days-slipped per overdue step
- OutputPost drift alert to the deal's Slack channelSlack
What it does
Monitors each open opportunity that has a mutual action plan (MAP) and detects when the buyer's champion stops completing the steps both sides agreed to. When an owner-side check finds steps past their due date with no completion, it posts a focused drift alert to the deal's Slack channel so the rep can re-engage before the deal goes dark.
When to use it
Run this on complex B2B deals where you track a shared close plan and a single champion drives buyer-side execution. It catches silent stalls early — the moment a champion goes quiet on committed steps — instead of discovering slippage at the next QBR.
How it works
- 1A daily schedule fires the check across active opportunities.
- 2The flow pulls each opportunity's MAP step records and due dates from Salesforce.
- 3A filter isolates buyer-owned steps that are past due and still incomplete.
- 4A branch suppresses deals with zero overdue buyer steps so reps only see real drift.
- 5For drifting deals it computes days-slipped per step and which champion owns them.
- 6It posts a concise alert to the deal's Slack channel listing the overdue steps, owner, and slip in days.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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