SALES
Weekly Stalled-Proposal Digest for Reps
Compiles all Salesforce proposals that expired unsigned in the past week into a ranked Slack digest per account owner.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule
- ActionQuery last week's expired quotesSalesforce
- LogicGroup by owner, rank by value
- ActionSummarize prioritized worklistOpenAI
- OutputDM digest to each repSlack
What it does
Every Monday it gathers proposals that crossed their expiry date over the prior week without a signature, ranks them by opportunity amount and days stalled, and delivers a per-owner digest to Slack. Each rep gets a tidy list of their own lapsed deals with amount, contact, and how long it has been sitting, turning scattered dead quotes into an actionable weekly worklist.
When to use it
Use this when proposals fall through the cracks because no single view surfaces what just expired. It gives sales managers and reps a recurring, prioritized starting point for re-engagement without anyone running manual CRM reports.
How it works
- 1A weekly Monday schedule triggers the run.
- 2Salesforce is queried for quotes that expired in the last 7 days and remain unsigned.
- 3Results are grouped by opportunity owner and sorted by deal value and stall duration.
- 4An AI step writes a short prioritized summary per rep with suggested next actions.
- 5A direct Slack message is delivered to each owner containing their personalized digest.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.