SALES
Autonomous Pipeline Reanimation Agent Across CRM, Email, and Tasks
An agent continuously reviews the stalled pipeline, decides per deal whether to draft outreach, schedule a task, or recommend close-lost.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule wakes the reanimation agent
- ActionRead each stalled deal's context from HubSpotHubSpot
- LogicAgent decides next move per dealOpenAI
- ActionCreate follow-up task for owner in AsanaAsana
- OutputEscalate judgment calls and summary to rep in SlackSlack
What it does
Runs a reasoning agent over your stalled pipeline that behaves like a diligent SDR working the dead zone. For each quiet deal it weighs the history, engagement, and deal size, then chooses a path: draft and queue a re-engagement touch, create a follow-up task for the owner, or flag the deal for close-lost. Low-risk steps it executes itself; anything needing human judgment it escalates with its reasoning attached.
When to use it
Use it when you want continuous pipeline hygiene without a rep babysitting filters and rules. The agent adapts its decision per deal instead of forcing every stalled opportunity down the same scripted sequence.
How it works
- 1A schedule wakes the agent to sweep stalled deals.
- 2The agent reads each deal's full context from HubSpot.
- 3It reasons about the best next move per deal and branches accordingly.
- 4It drafts outreach via the LLM and creates a follow-up task in Asana for owner action.
- 5Judgment calls and a run summary are posted to the rep in Slack with the agent's rationale.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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