SALES
Weekly MAP Drift Scorecard to Notion
Every Monday it compiles a per-deal mutual action plan drift scorecard, ranking opportunities by how far their milestones have slipped.
How it runs
The automated pipeline, trigger to output.
- TriggerMonday weekly schedule
- ActionQuery opportunities + MAP milestonesSalesforce
- LogicCompute drift score and rank deals
- ActionUpsert ranked scorecard to NotionNotion
- OutputPost scorecard link to SlackSlack
What it does
Aggregates MAP milestone data across all open opportunities and computes a drift score per deal based on count and severity of overdue milestones and which side owns them. It builds a ranked scorecard and writes it to a Notion page so managers walk into pipeline review with the riskiest plans at the top.
When to use it
Use it when you run a weekly pipeline or deal-review cadence and want one living document that quantifies which mutual action plans are drifting, instead of opening each opportunity by hand.
How it works
- 1A weekly schedule fires Monday morning.
- 2Query Salesforce for open opportunities and their MAP milestones.
- 3Compute a drift score per deal from overdue count, days late, and buyer-vs-seller ownership.
- 4Sort deals descending by drift score.
- 5Render a structured scorecard and upsert it to a Notion review page.
- 6Drop a Slack link to the refreshed scorecard in the sales channel.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect NotionPages, databases, comments.
- 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
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
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.
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…
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.