RevOps bot · researcher
Compass Accounts drifting from the ICP, deals with no next step.
Watches the pipeline against the goal and nudges when it drifts.
Example flow
- Trigger
- Daily 07:00
- Context
- Pipeline · ICP
- Steps
- Check ICP fit · Flag off-ICP accounts · Flag deals with no next step
- Approval
- Internal only
- Output
- A report in chat
- Goal
- Q4 enterprise logos
- Hard limit
- don't change any records
Example flow. Every part is editable.
What needs a person
Internal only.
Approval by action. Anything customer-facing (emails, posts, sequencer pushes, published content) needs a person. Internal output (a brief in chat, a Slack summary) can run without approval if your team chooses.