SALES
Weekly Stalled-MAP Digest for Sales Leadership
Every Monday it ranks open deals by how badly their mutual action plans have drifted and delivers a leadership digest to Slack and Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule triggers the digest
- ActionFetch all open deals with MAP steps from SalesforceSalesforce
- LogicScore and rank deals by overdue steps and slip
- ActionWrite ranked summary of silent championsOpenAI
- OutputPost the digest to leadership SlackSlack
- ActionArchive a dated copy in NotionNotion
What it does
Aggregates mutual action plan health across the whole pipeline and produces a weekly leadership digest. It scores each deal by total overdue buyer steps and longest slip, ranks the worst offenders, and summarizes which champions have stopped executing — so managers spend their pipeline review on the deals quietly slipping.
When to use it
Use it for the Monday pipeline review when leadership wants one ranked view of execution risk rather than rep-by-rep status updates. It surfaces champion disengagement that individual reps may be reluctant to flag.
How it works
- 1A weekly schedule triggers the digest build.
- 2Salesforce returns all open opportunities with their MAP steps and due dates.
- 3A logic step scores each deal by overdue buyer steps and longest days-slipped.
- 4An LLM step writes a ranked summary calling out silent champions and recommended interventions.
- 5The digest is posted to the leadership Slack channel.
- 6A full copy is saved as a dated page in the leadership Notion space for the record.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect NotionPages, databases, comments.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.