SALES
Nudge the deal team in Slack when a mutual action plan milestone goes overdue
Runs daily across Monday mutual action plans, finds milestones past their due date with no completion.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule runs the overdue-milestone scan
- ActionQuery Monday for active MAP items and milestone subitemsmonday.com
- LogicKeep milestones past due date and not yet Done
- ActionResolve owner, account, and days slipped per milestone
- ActionPost a tagged nudge to the deal channel in SlackSlack
- OutputFlag the milestone At risk on the Monday boardmonday.com
What it does
This workflow scans your active mutual action plans every morning and surfaces any milestone whose due date has passed without being marked done, then pings the deal team in Slack so a slipping plan gets attention before the deal cools.
When to use it
Use it when MAPs are created but no one chases the dates. Best for sales teams running close plans in Monday and coordinating in Slack who want overdue steps escalated automatically rather than discovered in the next pipeline review.
How it works
- 1A daily schedule kicks off the scan each morning.
- 2The flow queries Monday for all active mutual action plan items and their milestone subitems.
- 3A filter keeps only milestones whose due date is in the past and whose status is not Done.
- 4For each overdue milestone it resolves the owner, the account, and how many days it has slipped.
- 5A Slack message is posted to the deal channel tagging the owner with the account, the step, and the slip count.
- 6The Monday milestone is flagged "At risk" so the slip is visible on the board itself.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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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