SALES
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.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly recap schedule
- ActionRead all MAP board cardsTrello
- LogicBucket steps into done, on track, overdue
- ActionEmail recap to buyer champion, CC AEGmail
- OutputPost summary to internal deal Slack channelSlack
What it does
Turns the shared Trello MAP into a weekly buyer-facing recap. It tallies steps that are done, on track, and overdue, then sends the buyer champion a clear email showing overall progress, what closed this week, and the steps due in the next seven days.
When to use it
Use it when you want buyers to stay accountable and feel the momentum without an awkward chase email written from scratch each Friday. Great for AEs running several active MAPs at once.
How it works
- 1A weekly schedule fires (for example, Friday afternoon).
- 2The flow reads every card on the MAP board with status, owner, and due date.
- 3A logic step buckets cards into done, on track, and overdue and counts each.
- 4It drafts a recap with a progress percentage, this week's wins, and next week's due steps.
- 5It emails the recap to the buyer champion and CCs the AE.
- 6It posts the same summary to the deal's internal Slack channel for the team.
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.
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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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