# Daily Keap pipeline triage that spots deals going cold

> Every weekday morning your team gets a ranked list of stalled deals, each with a specific next step already booked as a task for its owner.

- Workflow type: agent
- Services: Keap, Slack Bot
- Categories: Sales
- Published: 2026-08-04

## What it does

- Checks every open deal in your Keap pipeline each weekday morning and works out how long each one has been sitting in its current stage.
- Separates genuinely neglected deals from the ones that already have follow-up booked, so your team only chases what nobody is working.
- Ranks the stalled deals by value and days stuck, then creates a Keap follow-up task for the top five, assigned to the deal owner with a specific suggested next step instead of a generic reminder.
- Posts a Slack digest that opens with your total open pipeline value by stage, then lists each stalled deal with its owner, value, days stuck, and the recommended action.

## What you'll need

- A Keap account with opportunities and stages set up in your sales pipeline.
- A Slack workspace and a channel where the morning digest should land.
- Owners assigned to your Keap opportunities, so the follow-up tasks reach the right person.
- Your won and lost stage names, so those deals get skipped.

## Prompt

Every weekday at 8am, triage my Keap sales pipeline and tell my team which deals are going cold. Use a cron trigger on a weekday morning schedule, since Keap does not offer a poll trigger for opportunity changes; everything is gathered with list operations inside the workflow.

Start by pulling my open deals with List Opportunities in Keap, and resolve the stage names with List of Opportunity Stages so the digest reads in human stage names rather than ids. Skip any opportunity already sitting in a won or lost stage.

To work out how long each deal has been sitting where it is, use List Opportunity Stage Moves. That returns the historical stage-move records, which is the reliable way to compute days in the current stage. Do not assume the opportunity record itself carries a days-in-stage field, because it does not.

Then cross-reference List Tasks so you can tell a genuinely neglected deal from one that already has follow-up booked. A deal with an open upcoming task or a recently completed task is being worked, even if it has not changed stage, and should not be flagged.

Only count a deal as stalled if it has had no stage move and no completed task in the last 14 days. Treat the 14 day threshold as a knob I may want to change later, so keep it easy to find and adjust.

Rank the stalled deals by a combination of value and days stuck, so a large deal quiet for three weeks outranks a small one quiet for a month. For the top five, create a Keap follow-up task with Create a Task, assigned to the deal owner. Resolve owner names with List Users if you need to turn an owner id into a person. Each task must carry a specific suggested next step grounded in that deal's stage, value and silence, for example proposing a re-scoping call for a large deal stuck in negotiation, rather than a generic follow up reminder. The top five cut should also be an easily adjustable knob.

Post the digest to Slack using Send a Message on the Slack Bot integration. Open with one pipeline at a glance line showing total open value by stage. Then list the stalled deals, each with owner, value, days stuck, and the recommended action, so the channel can act straight from the message.

One detail on the numbers: Keap monetary amounts are decimal whole units in the account currency, not minor units, so total the pipeline value as-is and do not divide by 100.

## How to customize

- Change the timing. It runs every weekday at 8am by default, but a Monday-only or twice-weekly rhythm works just as well.
- Adjust how quiet a deal has to go before it counts as stalled. Fourteen days is the default.
- Change how many deals get a follow-up task. The top five is a starting point, not a limit.
- Point the digest at whichever channel your team actually reads, such as a sales or pipeline channel.

## FAQ

### What counts as a stalled deal?

A deal that has not moved to a different stage and has had no completed follow-up task in the last 14 days. Anything already sitting in a won or lost stage is skipped. The 14 day window is yours to change.

### Will it create a task for every stalled deal?

No. Only the top five, ranked by deal value and how long they have been stuck, so your team gets a short list they can actually act on rather than a wall of reminders. You can raise or lower that number.

### Do I need to set anything up in Keap first?

No. It reads your existing pipeline stages, opportunities and tasks exactly as they are. The only thing it writes is the handful of follow-up tasks it creates each morning.

### Will the follow-up tasks just say follow up?

No. Each task suggests a specific next step based on the deal's value, the stage it is stuck in, and how long it has been sitting there, so the owner knows what to actually do next.

### How does it know a deal is neglected and not just slow?

It cross-references your Keap tasks. A deal with follow-up already booked or recently completed is treated as being worked, even if it has not changed stage. Only deals with genuine silence on both counts get flagged.

Use this prompt in General Input: https://www.generalinput.com/prompts/daily-keap-pipeline-triage-that-spots-deals-going-cold