Sales bot · value generator
Unstick Mondays: stuck deals and next steps.
Finds stalled deals and suggests the next step that moves them.
Example flow
- Trigger
- Every Monday 08:00
- Context
- Open deals in the CRM · calendar · call notes
- Steps
- Read every open deal · Flag no next step or 14+ days quiet · Suggest one next step per deal
- Approval
- You, before any CRM change
- Output
- This chat · a CRM task per deal
- Goal
- Q4 enterprise logos
- Hard limit
- never email anyone
Example flow. Every part is editable.
What needs a person
You, before any CRM change.
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.
Works in the Marketing → Sales handoff group.