SALES
Nudge the owner when a close-plan task goes overdue
Each morning, scan the Monday mutual-action-plan board for tasks past their due date and DM the assigned owner in Slack with the deal, the task, and how many days it has slipped.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionQuery Monday for overdue, not-Done itemsmonday.com
- LogicGroup by owner, compute days overdue
- ActionDM each owner their slipped tasksSlack
- OutputPost overdue rollup to deal-team channelSlack
What it does
Stops mutual action plans from quietly rotting. Every morning it finds overdue plan items on Monday and pings the responsible owner in Slack so nothing on the shared close plan silently slips.
When to use it
Use it when your team's biggest risk is a stalled buyer-side task nobody chases. Best for pods running several active deals where due dates blur together.
How it works
- 1A daily schedule trigger fires each weekday morning.
- 2An action queries the Monday board(s) for items whose due date is past and status is not Done.
- 3A logic step groups overdue items by owner and computes days overdue per item.
- 4For each owner, an action sends a Slack DM listing their slipped tasks, the deal name, and the slip count.
- 5The output posts a daily rollup of all overdue plan items to the deal-team Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 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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