SALES
Weekly MAP Drift Digest: Rank At-Risk Deals and Send a Manager Summary
Weekly, scores every open deal's mutual action plan for overdue and at-risk buyer steps, ranks the portfolio by drift severity, and emails the sales manager a prioritized digest.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionPull all open deals + MAP tasksSalesforce
- LogicScore and rank deals by drift
- ActionSummarize top risks and rep coachingOpenAI
- OutputEmail ranked digest to managerGmail
What it does
Once a week it reviews every open opportunity's mutual action plan, counts overdue and soon-due buyer commitments, computes a drift score per deal, and emails the sales manager a ranked digest of where the pipeline is slipping and which reps to coach.
When to use it
Use it for a manager-level Monday read rather than per-deal alerts. It answers 'which of my deals are quietly stalling' in one email, so 1:1s and forecast calls start from evidence instead of gut feel.
How it works
- 1A weekly scheduled trigger starts the run.
- 2Salesforce returns all open opportunities with their MAP tasks and due dates.
- 3A logic step scores each deal by overdue-buyer-task count, days slipped, and proximity to close date.
- 4OpenAI writes a one-line rationale per top-ranked deal and a short coaching summary by rep.
- 5Gmail sends the manager a ranked digest, highest-drift deals first.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.