SALES
Autonomous Stagnation Agent Drafting and Routing MAPs Across Channels
An agent monitors the colony's open pipeline for stage stagnation, researches each stuck deal, drafts a mutual action plan.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled agent wake-up
- ActionRead open deals and stage historySalesforce
- LogicJudge true stagnation and research accountsExa
- ActionDraft MAP and pick channel by segment
- OutputRoute MAP to Slack or MondaySlack
What it does
This is an agent-driven version of stagnation handling rather than a fixed pipeline. The agent periodically reviews open deals, reasons about which are genuinely stuck versus naturally slow, enriches the stuck ones with light web research on the account, drafts a mutual action plan, and decides the best destination — a Slack card for SMB reps, a Monday recovery item for enterprise — based on deal segment and value.
When to use it
Use this when rule-based thresholds are too blunt and you want judgment about what counts as stalled, plus per-segment routing. It suits teams comfortable letting an agent own triage and delivery decisions across multiple downstream tools.
How it works
- 1A schedule wakes the agent.
- 2The agent reads open opportunities and stage history from Salesforce.
- 3It reasons about which deals are truly stagnant and researches those accounts on the web.
- 4It drafts a mutual action plan and chooses the delivery channel by segment.
- 5It posts an SMB MAP card to Slack or creates an enterprise recovery item in Monday.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect monday.comVisual work management for teams.
- 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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Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
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.