SALES
Roll up mutual action plan progress from Monday back into the Salesforce opportunity
On a schedule, reads each Monday mutual action plan's milestone completion and writes a progress percentage plus next-step summary onto the matching Salesforce opportunity…
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule runs the progress rollup
- ActionList Monday MAP items with a linked opportunity IDmonday.com
- LogicCount completed vs total milestones and find the next open step
- LogicSkip plans with no milestones or no valid opportunity link
- ActionUpdate Salesforce opportunity with progress and next-step summarySalesforce
- OutputFlag opportunities whose plan is fully completeSalesforce
What it does
This workflow keeps Salesforce honest about how a deal is actually progressing by reading milestone completion from each Monday mutual action plan and writing a live progress percentage and next-step summary onto the linked opportunity.
When to use it
Use it when sales leaders look at Salesforce stage but have no signal on whether the close plan is on track. Best for teams that run MAPs in Monday but report and forecast out of Salesforce and want the two in sync without manual updates.
How it works
- 1A schedule runs the rollup a few times a day.
- 2The flow lists Monday mutual action plan items that carry a linked Salesforce opportunity ID.
- 3For each plan it counts completed versus total milestones and identifies the next open step and its date.
- 4A check skips plans with no milestones or no valid opportunity link.
- 5The matching Salesforce opportunity is updated with a MAP progress percentage and a short next-step summary field.
- 6Opportunities whose plan is fully complete get a flag set so leaders can spot deals ready to push to close.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect SalesforceAccounts, opportunities, cases.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.