Weekly Nooks stalled sequence pruning list in Slack
Every Friday afternoon, an agent scores stalled Nooks enrollments against Salesforce activity and posts a per-rep cleanup list to Slack.
Integrations
Nooks
Salesforce
Slack Bot
Type
Categories
- Sales
- Operations
Every Friday at 3pm Eastern, run an agent that reviews stalled Nooks sequence enrollments and posts a per-rep pruning list to a configured Slack channel so the team can clean up dead outreach before Monday.
Steps the agent should take:
1. Use Nooks List Sequence States to pull every currently active enrollment that has been running for more than 21 days (configurable).
2. For each stalled enrollment, use Nooks List Calls filtered by that prospect and disposition to see if there have been any positive connects, and use Nooks List Emails to check engagement metadata (opens, clicks, replies). Classify each prospect as engaged (any connect or reply) or stalled (no connects and no replies). Use Nooks List Prospects or the prospect reference on the sequence state to get owner and account info.
3. For every stalled prospect, look up the linked contact and account in Salesforce with a SOQL Query. Check for recent AE activity on the account (Tasks or Events in the last 30 days, configurable), any recent notes, and any open Opportunities.
4. Based on the Nooks engagement signal and the Salesforce context, recommend exactly one of three actions per prospect: keep in sequence, escalate to the AE, or unenroll and mark for follow-up later. Include a one-line reason grounded in the CRM signals, for example "AE has an open opp on the account, escalate" or "no activity anywhere in 60 days, unenroll".
5. Group the recommendations by prospect owner, rank each rep's list by how stale the enrollment is, and post the whole thing to the configured Slack channel using Slack Bot Send a Message. Include a deep link back to each Nooks prospect record so the rep can act in one click.
Rules and guardrails:
- Do not take any destructive action. The agent only recommends. The rep confirms unenrollment in Nooks separately.
- If a rep has no stalled prospects that week, skip their section entirely instead of posting an empty header.
- Configurable inputs: the target Slack channel, the stalled-day threshold (default 21), and the Salesforce activity window (default 30 days).
What it does
- Finds every prospect who has been sitting in a Nooks sequence for more than three weeks with no engagement.
- Cross-checks each stalled prospect against Salesforce for recent account activity, notes, and open opportunities so the recommendation is grounded in what the AE already knows.
- Recommends a next step for every prospect: keep in sequence, escalate to the AE, or unenroll and revisit later, with a one-line reason.
- Posts the ranked list to Slack every Friday, grouped by rep, so the team can clean up dead outreach before Monday.
What you’ll need
- A Nooks workspace with an API key from your Developer Settings.
- A Salesforce login with read access to Accounts, Contacts, Opportunities, Tasks, and Events.
- A Slack workspace and a channel where your outbound team can review the weekly list.
How to customize it
- Change the day and time (defaults to Fridays at 3pm ET) to match your team's cadence.
- Adjust the stalled threshold (default is 21 days with no connect and no reply) and the Salesforce activity window (default 30 days).
- Point the digest at a different Slack channel, or split it into per-rep direct messages instead of one shared post.
Use cases
- Daily Digests
- AI Reports
