SALES
Have the CEO agent draft a deal-specific mutual action plan and load it into Monday
When a deal enters negotiation, the CEO agent researches the account and deal context, drafts a tailored milestone plan.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce opportunity enters Negotiation stageSalesforce
- ActionGather opportunity record, account profile, and activity notesSalesforce
- LogicCEO agent reasons over context to draft tailored milestones
- LogicGuard that the agent returned a valid dated milestone set
- ActionCreate Monday item with the agent's milestones as subitemsmonday.com
- OutputEmail the rep that a draft plan is ready to reviewGmail
What it does
Instead of a fixed milestone template, this workflow hands the deal to the CEO agent, which reasons over the account's industry, deal size, and notes to draft a mutual action plan that fits this specific buyer, then loads the result into Monday for the rep to refine.
When to use it
Use it when one-size-fits-all MAP templates miss the mark for complex or enterprise deals. Best for teams that want the plan's milestones, sequencing, and owners reasoned from the actual deal context rather than copied from a checklist.
How it works
- 1A Salesforce opportunity entering Negotiation triggers the flow.
- 2The flow gathers the opportunity record, account profile, and recent activity notes.
- 3The CEO agent reviews the context and decides which milestones, owners, and sequencing this deal actually needs.
- 4A guard checks the agent returned a valid, dated milestone set before writing anything.
- 5A Monday board item is created with the agent's tailored milestones as subitems.
- 6The rep is notified by email that a draft plan is ready for review and adjustment.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect monday.comVisual work management for teams.
- 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.
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