SALES
Generate next-step recommendations for stalled MAP deals
An agent reviews each mutual action plan board with overdue steps, reasons about why the deal stalled using its Trello and Salesforce history.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily stalled-deal review schedule
- ActionGather MAP boards with overdue stepsTrello
- ActionPull linked Salesforce opportunity contextSalesforce
- LogicAgent diagnoses stall and drafts unblock actionsOpenAI
- OutputPost next-step recommendations to AE SlackSlack
What it does
Goes beyond reminders to actual coaching. For every MAP board carrying overdue steps, an agent reads the board's full step history and the linked Salesforce opportunity, reasons about the likely cause of the stall, and writes two or three concrete next actions the AE could take to unblock the deal, delivered straight to Slack.
When to use it
Use it when reminders alone are not moving deals and reps need a thinking partner on what to actually do next. Suited to teams comfortable with agent-generated guidance reviewed by a human before acting.
How it works
- 1A daily schedule kicks off the review.
- 2The flow gathers MAP boards that have one or more overdue steps.
- 3For each, it reads the card history, owners, and due dates from Trello.
- 4It pulls the linked Salesforce opportunity for stage, amount, and recent activity.
- 5The agent reasons over that context to diagnose the stall and draft specific unblock actions.
- 6It posts a per-deal recommendation card to the AE's Slack channel for review.
Set it up
What you configure once, before turning it on.
- 1Connect TrelloKanban boards for everything.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect OpenAIModels, embeddings, files.
- 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 this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.