SALES
Overdue Commitment Sweep with Linear Escalation
Runs a nightly sweep over logged call commitments, finds the next-steps that passed their promised date without completion.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule
- ActionQuery overdue open commitments from PostgresPostgres
- LogicFilter out resolved or rescheduled items
- ActionOpen a Linear issue per slipped commitmentLinear
- ActionAlert the rep's manager in SlackSlack
- OutputMark commitments escalated in PostgresPostgres
What it does
This scheduled workflow scans previously captured call commitments stored in Postgres, detects any whose promised due date has passed and that aren't marked done, and escalates each one as a Linear issue with a Slack ping to the rep's manager.
When to use it
Use it when capturing commitments isn't enough and you need enforcement. It's for sales operations teams that want a reliable nightly check ensuring slipped promises get owned and resolved rather than silently aging.
How it works
- 1A nightly schedule triggers the sweep.
- 2The workflow queries the Postgres commitments table for open items past their due date.
- 3A logic step filters out items already resolved or recently rescheduled.
- 4For each genuine slip, a Linear issue is created with the original promise, deal context, and days overdue.
- 5A Slack message is sent to the owning rep's manager summarizing the escalations.
- 6The commitment record is updated in Postgres to mark it escalated, preventing duplicate issues on the next run.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect LinearIssues, projects, cycles, triage.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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