SALES
No-Activity Deal Detector from CRM and Inbox to Slack MAP
Cross-references Salesforce open deals against recent Gmail thread activity, flags deals with no buyer contact in N days.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionFetch open opportunities and buyer contactsSalesforce
- ActionLook up last email activity per buyer threadGmail
- LogicFlag deals silent past the engagement window
- ActionDraft re-engagement mutual action planOpenAI
- OutputPost MAP card with draft email to SlackSlack
What it does
A deal can hold its stage on paper while going completely silent in reality. This workflow joins Salesforce opportunity data with actual Gmail conversation activity to find deals where no email has been exchanged with the buyer for a configurable window. For each silent deal it drafts a re-engagement-focused mutual action plan and sends it to the AE as a Slack card.
When to use it
Use this when stage age alone lies — reps update CRM stages but real buyer engagement has died. It is best for teams whose primary buyer channel is email and who want activity-based, not field-based, stagnation detection.
How it works
- 1A daily schedule starts the run.
- 2Salesforce returns open opportunities with the buyer contact emails.
- 3Gmail is queried for the most recent message date per buyer thread.
- 4A logic step flags deals with no inbound or outbound mail within the silence window.
- 5An AI step drafts a re-engagement mutual action plan.
- 6A Slack card delivers the MAP to the AE with a quick-send draft email option.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect GmailRead, draft, send, label.
- 3Connect OpenAIModels, embeddings, files.
- 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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