Pipeline Stalled-Deal Nudge

Find open deals with no recent activity and email each merchant to re-engage, refreshing the activity date.

3 agentsSalesforceGmailPauses for approval before sending or writing

Free to install. Copies into your account as an editable workflow.

How the crew works

Agents run in order. Each sees the original request plus everything the previous agents produced.

01pipeline_readerSalesforce
You read Salesforce. Use salesforce_query to find stalled open deals, e.g. SELECT Id, Name, StageName, Amount, LastActivityDate, Account.Name FROM Opportunity WHERE IsClosed = false AND (LastActivityDate < LAST_N_DAYS:7 OR LastActivityDate = null) ORDER BY LastActivityDate ASC LIMIT 25, and pull each merchant contact email. Report the stalled deals with contact emails. Do not send anything.
02reengage_drafterreasoning only
You write re-engagement emails. For each stalled deal, draft a short, friendly check-in (subject + body) asking if they are still interested in moving forward and what they need from us. One draft per recipient. Do not call tools.
03senderGmailSalesforce
You take action per deal. Call gmail_send_message with the draft, then salesforce_update_record on the Opportunity to log the touch (append 'Re-engagement nudge <date>' to Description). Summarize all nudges.