SALES
MAP Overdue Webhook: Build an Escalation Brief for the AE and Manager
When a MAP tool fires an overdue webhook, it pulls deal context from Salesforce, drafts a re-engagement note plus a one-paragraph manager escalation brief.
How it runs
The automated pipeline, trigger to output.
- TriggerOverdue-step webhook receivedHTTP webhook
- ActionEnrich with Salesforce deal dataSalesforce
- LogicRoute by deal amount threshold
- ActionDraft buyer note + manager briefOpenAI
- OutputEmail AE, CC manager on big dealsGmail
What it does
Receives a webhook from your mutual-action-plan tool the moment a buyer commitment goes overdue. It enriches the event with live deal data from Salesforce, then produces two things: a re-engagement note the AE can send the buyer, and a short escalation brief their manager can read in ten seconds.
When to use it
Use it when your MAP system can fire webhooks and you want real-time escalation rather than a daily batch. Good for high-value deals where a slipped step needs same-day attention from both the rep and their manager.
How it works
- 1An HTTP webhook trigger receives the overdue-step payload.
- 2Salesforce is queried for the opportunity's amount, stage, close date, and owner.
- 3A logic step routes deals above an amount threshold to the full escalation path; smaller deals get the note only.
- 4OpenAI drafts the buyer re-engagement note and the manager escalation paragraph.
- 5An email goes to the AE with both drafts and the manager CC'd on qualifying deals.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 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.
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