SALES
Daily MAP Drift Scan: Flag Overdue Buyer Tasks and Draft an AE Nudge
Each morning, scans Salesforce mutual-action-plan tasks for buyer-side commitments past their due date, then drafts a re-engagement email for the AE to review and send.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionQuery Salesforce for overdue buyer MAP tasksSalesforce
- LogicKeep tasks overdue 2+ business days
- ActionDraft re-engagement note per taskOpenAI
- OutputCreate Gmail draft for the AEGmail
What it does
Runs every morning, finds open deals whose mutual action plan (MAP) contains buyer-owned tasks that are now past due, and for each one drafts a short, specific re-engagement note addressed to the buyer. The draft lands in the AE's Gmail as a ready-to-edit draft so nothing auto-sends.
When to use it
Use it when your team tracks mutual action plans in Salesforce and deals slip because a buyer-side step (security review, legal redline, exec sign-off) quietly goes overdue. This turns silent drift into a daily prompt with a written-for-you opener.
How it works
- 1A scheduled trigger fires each weekday morning.
- 2Salesforce returns open opportunities with MAP tasks owned by the buyer that are past due.
- 3A filter keeps only tasks overdue by at least two business days, dropping freshly-missed ones.
- 4OpenAI drafts a concise nudge per task, referencing the specific commitment and original date.
- 5Gmail creates a draft addressed to the buyer contact, assigned to the deal's AE.
- 6The AE gets a draft per slipped deal, ready to personalize and send.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.