SALES
Send a buyer kickoff email with the mutual action plan link the moment a Monday MAP is created
When a new mutual action plan item appears on a Monday board, this drafts and sends a personalized kickoff email to the buyer via Gmail.
How it runs
The automated pipeline, trigger to output.
- TriggerNew mutual action plan item created on Monday boardmonday.com
- LogicVerify buyer email and at least one dated milestone exist
- ActionRead account, contact, and earliest upcoming milestonemonday.com
- ActionSend personalized kickoff email to the buyerGmail
- OutputLog the sent kickoff as a note on the Monday itemmonday.com
What it does
As soon as a mutual action plan item is created on your Monday board, this workflow emails the buyer a polished kickoff note that links to the shared plan and names the next step and its date, so momentum starts the same day negotiation opens.
When to use it
Use it when your MAP gets built but the buyer never sees it for days. Ideal for reps who want the close plan to feel collaborative from minute one and prefer email over a meeting to share it.
How it works
- 1A new item on the Monday mutual action plan board triggers the flow.
- 2A check confirms the item has a buyer email and at least one dated milestone before anything sends.
- 3The flow reads the account name, primary contact, and the earliest upcoming milestone from the Monday item.
- 4It composes a personalized kickoff email referencing the contact, the deal, and the next agreed step.
- 5Gmail sends the email to the buyer with the rep CC'd and a link back to the Monday plan.
- 6A note is logged on the Monday item recording that the kickoff email was sent and when.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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