SALES
Onboarding Milestone Overdue Nudge and Escalation
Each morning this scans the Monday onboarding board for milestones past due, nudges the owner in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily weekday morning schedule
- ActionPull in-progress milestones from Monday boardmonday.com
- LogicClassify overdue: mild (1-3d) vs at-risk (3+d)
- ActionSend owner a Slack nudge for mild slipsSlack
- OutputEscalate at-risk plans to account team channelSlack
What it does
Keeps mutual action plans on schedule by catching slipping milestones before the customer notices. It checks every active onboarding plan daily, gently reminds the owner of anything overdue, and raises a louder escalation when a plan falls meaningfully behind.
When to use it
Use it when onboarding plans exist but no one watches them between weekly syncs, and go-lives quietly slip. Ideal for teams running several onboardings at once who need a daily safety net rather than a manual board review.
How it works
- 1A daily schedule kicks off each weekday morning.
- 2The flow pulls all in-progress items from the Monday onboarding board and computes days overdue per milestone.
- 3A branch splits items into mildly late (1-3 days) versus seriously slipping (3+ days).
- 4For mildly late items it sends the owner a direct Slack nudge with the item link.
- 5For seriously slipping plans it posts an at-risk escalation to the account team channel naming the deal, owner, and blocked milestone.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 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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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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