SALES
MAP Step Completion Tracker with Drift Recalculation
Listens for mutual action plan step updates from your shared deal-room tool and recalculates plan health in real time.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook fires on a MAP step changeHTTP webhook
- LogicClassify deal as on-track, slipping, or stalled
- ActionUpdate the Notion close-plan page statusNotion
- ActionWrite health value to the Salesforce opportunitySalesforce
- OutputAppend a regression note to Notion if newly stalledNotion
What it does
Reacts the instant a mutual action plan step changes in your buyer-facing deal room. It recomputes whether the champion is on track, behind, or stalled, then writes the refreshed status to the deal's Notion close-plan page and stamps a health value back onto the Salesforce opportunity so forecasting reflects real execution.
When to use it
Use it when your MAP lives in a shared deal room and you want plan health to stay current the moment a step is checked off or missed — no nightly batch lag. Ideal for keeping Salesforce stages honest against what the buyer is actually doing.
How it works
- 1A webhook fires whenever a MAP step is created, completed, or its due date passes.
- 2A logic step classifies the deal as on-track, slipping, or stalled from the step states.
- 3The Notion close-plan page is updated with the new status and the list of outstanding buyer steps.
- 4The matching health field on the Salesforce opportunity is updated to mirror the classification.
- 5If the deal flipped to stalled, a final note is appended to Notion flagging the regression.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect NotionPages, databases, comments.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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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