SALES
Quarter-Close Aging Pipeline Sweep to Notion Action Plan Pages
Weekly during the closing quarter, ranks aging open deals from Salesforce by close-date risk and value, then drafts mutual action plan pages in Notion for the top at-risk deals.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule during close window
- ActionFetch open opportunities with close datesSalesforce
- LogicScore and rank top at-risk aging deals
- ActionDraft mutual action plan narrative per dealOpenAI
- OutputCreate close-plan page per deal in NotionNotion
What it does
In the back half of a quarter, the deals that matter are the ones aging past their expected velocity while a close date looms. This workflow runs a weekly sweep of the open pipeline, scores each deal on how far its time-in-stage exceeds the norm relative to its close date and value, and produces detailed mutual action plan pages in Notion for the highest-risk deals so reps and managers can rally on them.
When to use it
Use this during an active closing quarter when you need a prioritized, written recovery plan for the deals most likely to slip the number. It fits revenue teams that run their close-plan workspace in Notion.
How it works
- 1A weekly schedule fires during the quarter-close window.
- 2Salesforce returns open opportunities with stage age, close date, and amount.
- 3A logic step computes a risk score and selects the top at-risk deals.
- 4An AI step drafts a full mutual action plan narrative per selected deal.
- 5A Notion page is created per deal in the close-plan database with structured fields.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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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