SALES
Nudge stalled mutual action plan steps from a Trello board
Scans a shared mutual action plan Trello board on a schedule and emails the owner of any step whose due date has passed without movement, then flags it in Slack for the AE.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionRead all cards on the MAP boardTrello
- LogicKeep cards past due and not in Done
- ActionEmail each stalled step owner a nudgeGmail
- OutputPost stalled-step digest to AE Slack channelSlack
What it does
Keeps a buyer-seller mutual action plan (MAP) honest. Every weekday it reads the deal's Trello board, finds steps that are past due and still not done, emails the responsible owner a polite nudge, and posts a digest to the AE's Slack channel so nothing quietly slips.
When to use it
Run this when you manage complex B2B deals as a shared Trello checklist and steps routinely stall because no one is watching due dates. Best for AEs and deal desks who run one MAP board per opportunity.
How it works
- 1A daily schedule fires on weekday mornings.
- 2The flow pulls every card on the MAP board, including its due date, owner, and list (status).
- 3A filter keeps only cards that are past due and not in a Done list.
- 4For each stalled card it sends the owner a Gmail nudge naming the step and original due date.
- 5It compiles all stalled steps into one Slack message to the AE's channel so they can escalate.
Set it up
What you configure once, before turning it on.
- 1Connect TrelloKanban boards for everything.
- 2Connect GmailRead, draft, send, label.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
More Sales workflows
Weekly MEDDIC Pipeline Audit from Zoom Calls
On a schedule, scans the week's Zoom discovery calls, scores each against MEDDIC.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Self-Serve Spike to CSM Handoff
When a self-serve account's usage crosses an enterprise-grade threshold in the product DB, it flags the account in Airtable, drafts a sales-assist outreach email.
Zoom Discovery-Call MEDDIC Gap Detector
After a Zoom discovery call ends, transcribes it, scores the conversation against the six MEDDIC fields.
MEDDIC Gap Sync to HubSpot Deal Properties
Transcribes a finished Zoom discovery call, extracts MEDDIC details, and writes structured values into custom HubSpot deal properties while logging the call as a timeline note.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
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.