Daily stalled Salesforce deals nudge in Slack

By General Input

Every morning, find Salesforce opportunities that have gone quiet, research the account's latest news, and DM each rep a Slack nudge with a suggested next step.

Integrations

  • Salesforce
  • Slack
  • Internet Search

Type

Agentic Task

Categories

  • Sales

Build me an agent workflow that runs every weekday at 8:00am in my local timezone. Its job is to find stalled deals in Salesforce, do quick research on each account, and send the deal owner a personalized Slack nudge.

Step 1. Pull stalled opportunities from Salesforce. Use a SOQL query against Opportunity for records where IsClosed = false, LastActivityDate is older than 14 days ago (or LastActivityDate is null and CreatedDate is older than 14 days ago), and CloseDate is within the current quarter. For each opportunity, return Id, Name, StageName, Amount, CloseDate, LastActivityDate, OwnerId, and AccountId. Skip opportunities that were already nudged by this workflow in the last 3 days (track this in workflow memory keyed by opportunity Id).

Step 2. For each unique AccountId, look up the Account in Salesforce to get the account Name, Website, and Industry. Then run a web search for recent news about that company. Use queries like "<Account Name> funding", "<Account Name> product launch", "<Account Name> hiring OR layoffs", and "<Account Name> news". Only keep results from the last 60 days. If nothing relevant turns up, note that explicitly instead of stretching weak signals.

Step 3. Group stalled opportunities by OwnerId. For each owner, look up the Salesforce User to get their email, then resolve that email to a Slack user. If no Slack user matches, skip that rep and add them to a run summary.

Step 4. For each rep, compose one Slack DM that lists their stalled deals, one short paragraph per deal. Each paragraph should include the deal name, amount, stage, days since last activity, close date, the most relevant fresh signal from the web search (with a source link), and a suggested next step grounded in that signal. Keep the tone direct and useful, not pushy. If there was no recent news for the account, just suggest a clean check-in based on stage and time elapsed. Open a DM to that Slack user and send the message.

Step 5. After all DMs are sent, post a short run summary to the #revops or #pipeline-hygiene channel (let me pick when I configure it): how many opportunities were flagged, how many reps were nudged, and any reps that were skipped because no Slack match was found.

Constraints: do not write anything back to Salesforce. Do not invent news. Always cite source URLs for any signal you reference. If the SOQL query returns more than 200 stalled opportunities, cap per-rep deal count at 5 (the most overdue) and mention the cap in the DM.

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