SALES
Stalled MAP Auto-Schedule Checkpoint Call
When a deal accumulates multiple overdue mutual action plan milestones, it books a checkpoint call on the deal owner's calendar and invites the buyer-side owner to get the plan…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionCount overdue milestones per opportunitySalesforce
- LogicKeep deals over the stall threshold
- ActionFind open slot on deal owner calendarGoogle Calendar
- ActionCreate checkpoint event with buyer inviteGoogle Calendar
- OutputNotify deal owner in SlackSlack
What it does
Watches for opportunities that cross a stall threshold (for example, two or more MAP milestones past their committed date) and responds by proposing a recovery checkpoint. It finds open time on the deal owner's calendar and creates a Google Calendar event inviting the silent buyer-side owner, with the slipped items listed in the agenda.
When to use it
Use it when a single nudge isn't enough and a deal needs a live realignment conversation. It turns detection into an actual scheduled action so stalled plans get a human checkpoint instead of more reminders.
How it works
- 1A daily schedule starts the evaluation.
- 2Query Salesforce for opportunities and count overdue MAP milestones per deal.
- 3Branch: keep only deals at or above the stall threshold.
- 4Find the next open slot on the deal owner's Google Calendar.
- 5Create a calendar event inviting the buyer-side owner with the overdue items in the description.
- 6Notify the deal owner in Slack that a recovery checkpoint was scheduled.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect Google CalendarEvents, attendees, availability.
- 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 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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