SALES
Stalled Salesforce Deal Detector with Mutual Action Plan Slack Card
Scans open Salesforce opportunities every morning, flags any that have sat in the same stage past its healthy threshold.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule (every weekday 7am)
- ActionFetch open opportunities with stage historySalesforce
- LogicFlag deals past their per-stage staleness threshold
- ActionDraft a mutual action plan per flagged dealOpenAI
- OutputPost MAP card to the owning AE in SlackSlack
What it does
This workflow watches your open pipeline for deals that have gone quiet inside a single sales stage. Each morning it pulls open opportunities from Salesforce, measures how long each has been parked in its current stage, and compares that against a per-stage staleness threshold. For anything over the line, it drafts a mutual action plan (MAP) — next steps, owners, and target dates — and delivers it as an actionable Slack card to the owning AE.
When to use it
Use this when reps lose track of deals that silently age in a stage and forecast slips as a result. It is ideal for teams running a defined stage methodology (MEDDIC, value-selling) who want proactive nudges instead of manager pipeline reviews catching rot late.
How it works
- 1A daily schedule fires the run.
- 2Salesforce returns all open opportunities with stage, stage-entry date, amount, and owner.
- 3A logic step computes days-in-stage and keeps only deals exceeding that stage's threshold.
- 4An AI step drafts a tailored mutual action plan per flagged deal using the deal context.
- 5A Slack card is posted to the AE with the draft MAP and confirm/edit buttons.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 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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