Daily Slack nudge for stalled Close deals

By General Input

Every weekday at 8am, find Close opportunities that have gone quiet, draft a re-engagement message per deal, and post one prioritized Slack thread per rep.

Integrations

  • Close
  • Slack Bot

Type

Agentic Task

Categories

  • Sales

Every weekday at 8am in my local timezone, sweep my Close pipeline for stalled deals and post a prioritized re-engagement digest to Slack, grouped by rep.

Build this as an agent workflow on a cron trigger.

What the agent should do on each run:

1. Use Close's List Opportunities to pull every opportunity in an active status (anything that is not a won or lost status). Paginate until you have them all. Treat the configured pipelines as a filter if I provide one, otherwise include every active pipeline.

2. For each opportunity, use Close's List All Activities to look at the most recent activity on its lead within the last 7 days. Count calls, emails, SMS, notes, and meetings. If anything touched the lead in that window, consider the deal fresh and skip it. To avoid double-nudging, also skip deals whose last activity was an outbound email sent in the last 48 hours.

3. The remaining opportunities are 'stalled'. For each stalled deal, capture: deal name, opportunity value, current pipeline status/stage, assigned rep (user_id), days since last touch, and a short snippet of the last meaningful activity (last email subject, last note, last call outcome) for context.

4. Group the stalled deals by assigned rep. Within each rep's list, rank deals by value multiplied by days_since_last_touch so the biggest at-risk opportunities are on top.

5. For each stalled deal, draft a short, specific re-engagement message the rep can copy, edit lightly, and send. Tailor the tone and suggested next step to the deal's current stage (early discovery vs. proposal sent vs. waiting on procurement, etc.) and the last known context. Keep each draft to a few sentences and end with one clear next step.

6. Post one Slack message per rep to a configurable Slack channel using Slack Bot's Send a Message. Each message should be a single post (so reps' lists stay grouped) that starts with the rep's name and a one-line summary ('You have N stalled deals today, $X total at risk'), then lists each deal as its own block with: deal name, value, days since last touch, current stage, the drafted re-engagement copy, and the suggested next step. Skip reps with zero stalled deals so the channel stays signal-heavy.

Configurable inputs I should be able to set when I install this:

- Stale threshold in days (default 7).

- Slack channel to post into (default #sales-pipeline).

- Optional pipeline filter (default: all active pipelines).

- Time of day and which weekdays to run (default Mon-Fri at 8am).

The point of this workflow is to give every rep a ranked 'deals that need you today' list with starter copy, not just an alert that something is stale. Optimize for the rep being able to act in under 5 minutes.

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