SALES
Auto-Assign Recovery Tasks for Overdue Buyer Steps
When buyer-side mutual action plan steps go overdue, it creates a tracked recovery task per stalled step in Asana assigned to the deal owner and notifies them in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule scans deals with a MAP
- ActionFetch buyer steps, owners, and due dates from SalesforceSalesforce
- LogicFilter to overdue, incomplete buyer steps
- LogicDedupe against steps that already have an open task
- ActionCreate a recovery task per overdue step in AsanaAsana
- OutputNotify the deal owner in SlackSlack
What it does
Turns silent champion drift into owned, trackable work. When mutual action plan steps the buyer committed to slip past due, it opens a recovery task in Asana for each one — assigned to the deal owner with the step detail, original due date, and days overdue — then pings the owner in Slack so the follow-through is visible and accountable.
When to use it
Use it when reps juggle many deals and overdue buyer steps quietly pile up unaddressed. Instead of another dashboard to check, every drifting step becomes a concrete task in the tool the team already works from.
How it works
- 1A daily schedule scans opportunities with a mutual action plan.
- 2Salesforce returns each plan's buyer steps with owners and due dates.
- 3A filter isolates buyer steps that are overdue and incomplete.
- 4A branch deduplicates against steps that already have an open recovery task.
- 5A recovery task is created in Asana per new overdue step, assigned to the deal owner.
- 6The owner is notified in Slack with a link to the new tasks.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect AsanaTasks, projects, milestones — everywhere.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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 this workflow in your colony.
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