SALES
Real-Time MAP Milestone Risk Flag on Save
Whenever a mutual action plan milestone is edited in Salesforce, it evaluates the new due date and owner against deal stage and instantly flags at-risk milestones to the deal…
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce milestone created/updated eventSalesforce
- ActionRead milestone + parent opportunity contextSalesforce
- LogicScore milestone risk against close date and owner
- LogicContinue only when at risk
- ActionAlert deal owner in SlackSlack
- OutputStamp risk flag back on the milestoneSalesforce
What it does
Fires the moment a MAP milestone record is created or updated in Salesforce. It scores the milestone for risk by comparing its due date, owner side, and the parent opportunity's close date, then warns the deal owner in Slack when a newly set commitment is already tight or unowned on the buyer side.
When to use it
Use it when reps frequently edit plans live during calls and you want guardrails at write time, not the next morning. It catches buyer milestones pushed dangerously close to close date or left without an assigned owner.
How it works
- 1A Salesforce record-change event on MAP milestones triggers the flow.
- 2Read the changed milestone plus its parent opportunity stage and close date.
- 3Evaluate risk: due date inside the close-date buffer, no buyer owner, or status regressed.
- 4Branch: only continue when the milestone is judged at risk.
- 5Post a Slack alert to the deal owner explaining which rule tripped.
- 6Stamp the milestone with a risk flag field for reporting.
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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