SALES
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily escalation schedule
- ActionRead MAP board cards with owners and due datesTrello
- LogicIsolate buyer-owned steps overdue past threshold
- ActionPost urgent at-risk alert to AE in SlackSlack
- OutputEmail manager an at-risk account summaryGmail
What it does
Separates buyer inaction from seller inaction. On a schedule it inspects only the steps owned by the buyer on the MAP Trello board, and when those steps go stale past their due date it escalates: an urgent Slack ping to the AE and an email summary to the manager so leadership knows the deal is at risk.
When to use it
Run this when buyer-side stalls are your top reason deals slip and you want manager visibility before a deal goes dark. Suited to enterprise teams with manager review cadences.
How it works
- 1A daily schedule triggers the check.
- 2The flow reads MAP board cards and their owners and due dates.
- 3A filter isolates cards owned by the buyer that are past due and not done.
- 4A logic step checks how many days overdue; only cards beyond a threshold escalate.
- 5It posts an urgent Slack alert to the AE naming the stalled buyer steps.
- 6It emails the AE's manager a concise at-risk summary for the account.
Set it up
What you configure once, before turning it on.
- 1Connect TrelloKanban boards for everything.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect GmailRead, draft, send, label.
- 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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