SALES
Daily Single-Threaded Deal Scan for High-Value Pipeline
Runs every morning to find open Salesforce opportunities above a dollar threshold that have only one engaged contact.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule fires
- ActionQuery open Salesforce opps above value threshold with contact rolesSalesforce
- LogicKeep deals with exactly one engaged contact
- ActionFetch other account contacts to find uncovered buying rolesSalesforce
- LogicRank gaps by deal value and stage
- OutputPost ranked coverage-gap alert to sales Slack channelSlack
What it does
Each morning it inspects your open Salesforce pipeline, isolates deals worth more than a configurable amount that are tied to a single engaged contact, and warns the team before those deals stall on one relationship. It also names concrete people at the account who should be brought into the conversation.
When to use it
Use this when champion risk is your biggest source of slipped deals and you want a standing morning ritual rather than ad-hoc audits. Ideal for AEs and sales managers running six-figure cycles where one contact going dark can kill a quarter.
How it works
- 1A scheduled trigger fires every weekday morning.
- 2The flow queries Salesforce for open opportunities above the value threshold and pulls their associated contact roles.
- 3A filter keeps only deals with exactly one contact who has logged activity.
- 4For each flagged deal it queries Salesforce contacts at the same account to surface uncovered roles (economic buyer, technical evaluator).
- 5It ranks the gaps by deal value and stage proximity to close.
- 6A formatted Slack message lists each at-risk deal, the lone contact, and 2-3 suggested people to engage.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.