Stalled Pipedrive deals to Gmail drafts every morning

By General Input

Every weekday at 9am, find Pipedrive deals going cold, draft a tailored follow-up email per deal in Gmail, and post a Slack digest of at-risk pipeline.

Integrations

  • Pipedrive
  • Gmail
  • Slack

Type

Agentic Task

Categories

  • Sales

I want an agent workflow that runs on a cron every weekday at 9am Eastern. Its job is to find my stalled Pipedrive deals, draft a personalized follow-up email in Gmail for each one, and post a single Slack digest summarizing what it found.

Step 1: Pull open deals from Pipedrive using List Deals (status = open). Sort the results by deal value descending. A deal counts as stalled if its most recent activity (any activity, completed or not) is older than 7 days, or if it has no activities at all. Skip won and lost deals.

Step 2: For each stalled deal, gather context. Use Pipedrive Get Deal to load the full deal record including the linked person, organization, stage, value, currency, and owner. Use Pipedrive List Activities filtered by that deal to find the most recent touchpoint (subject, type, date, and whether it was completed). Use Pipedrive List Notes filtered by that deal to read the latest note or two so the email can reference real context.

Step 3: For each stalled deal, write a tailored follow-up email. The email should be addressed to the linked person on the deal (use their primary email from the Pipedrive person record). Reference the contact by first name, name the deal or what the deal is about, acknowledge the current stage in plain language (not Pipedrive jargon), and tie back to the most recent touchpoint or note. Keep it short, friendly, and specific. Save it as a Gmail draft using Gmail Create a Draft. Do not send. If a deal has no linked person with an email address, skip the draft for that deal and note it in the Slack digest.

Step 4: After all drafts are saved, post one Slack message using Slack Send a Message to a sales channel I will configure. The message should include: the total count of stalled deals, the total at-risk pipeline value (sum of stalled deal values, formatted with currency), and a bulleted list with one line per deal showing the deal name, value, days since last activity, the Pipedrive deal owner (tagged with their Slack handle if I can map it, otherwise their name), and a one-sentence summary of what the drafted follow-up says. End the Slack message with a short reminder that the drafts are waiting in Gmail for review and send.

Constraints: Nothing should be sent automatically. Email follow-ups must remain as Gmail drafts so the deal owner reviews and sends. Respect Pipedrive's rate limits. If there are no stalled deals on a given run, still post a short Slack message confirming the check ran and pipeline is healthy.

Inputs to ask me for when setting up: the Slack channel to post in, the time zone if not Eastern, the stalled threshold in days if not 7, and any specific pipelines or stages to include or exclude.

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