Monday morning stalled ActiveCampaign deal digest to Slack

Every Monday at 8am in my local timezone, I want an agent that wakes up my sales team with a prioritized list of stalled deals from ActiveCampaign, posted as a single digest in our sales Slack channel.

Trigger: cron, weekly, Mondays at 8am.

Step 1 — pull stalled deals from ActiveCampaign. Use List Deals to fetch every open deal (filter so status is 0, meaning not won and not lost). Order by mdate ascending and paginate gently because the account is capped at about 5 requests per second. Keep only deals whose last modified date (mdate) is older than 14 days. Then drop any deal that has been touched in the last 3 days, so we never double-ping a rep who is already working it.

Step 2 — rank the survivors by dollar value at risk and take the top 10. Remember ActiveCampaign stores deal value in cents, so divide by 100 before showing or comparing dollars in copy.

Step 3 — for each of the top 10 deals, generate a short, concrete re-engagement suggestion (one or two sentences) based on the deal title, the current pipeline stage, the value, and how many days it has been stuck. Then call Create Deal Note on that deal so the suggestion is also written back into ActiveCampaign as a fresh note the owner can see in the CRM.

Step 4 — post one Slack digest using Send a Message to the channel I designate (let me pick the channel ID at setup). Format the digest grouped by deal owner, so each rep sees their own slice in their own section. For each deal show: deal name, owner, value in dollars, days stuck (today minus mdate), current stage, and the proposed nudge. Put the highest-value deal at the top of each owner's group, and sort the groups so the owner with the most value at risk appears first. Use Slack mrkdwn formatting (single asterisks for bold, not double).

If there are zero qualifying deals, post a short, upbeat message saying the pipeline is clean this week instead of skipping the post entirely.

Integrations needed: ActiveCampaign (List Deals, Create Deal Note) and Slack (Send a Message).

Additional information

What does this prompt do?

Pulls every open deal from ActiveCampaign that has not been touched in the last 14 days and is not already being worked this week
Ranks the stalled deals by dollar value at risk and keeps the top 10 worth fighting for
Writes a fresh re-engagement note onto each deal in ActiveCampaign so the owner sees a concrete next step in the CRM
Posts one Monday morning digest in your sales Slack channel, grouped by rep, so every owner sees their own slice at a glance

What do I need to use this?

An ActiveCampaign account with deals in your pipeline (any plan that includes the deals CRM)
A Slack workspace and a channel where your sales team already hangs out
Permission to post to that Slack channel as yourself

How can I customize it?

Change the schedule (run it Tuesday and Thursday, or every weekday at 8am, instead of just Mondays)
Adjust the staleness window (start nudging after 7 days instead of 14, or skip anything touched in the last 5 days)
Swap which Slack channel receives the digest, or send each rep their own slice as a direct message instead
Change the top 10 cap, or scope the sweep to a single pipeline or sales group
Tweak the tone and length of the suggested next-step note

Frequently asked questions

Will this work on the free or starter ActiveCampaign plan?

You need a plan that includes the deals CRM. ActiveCampaign's Plus, Professional, and Enterprise plans all include deals. The marketing-only Lite plan does not have a deals pipeline, so there would be nothing to sweep.

Will the agent spam reps about deals they already touched this morning?

No. The sweep drops any deal whose last modified date is within the last 3 days, so deals you are actively working on this week are skipped. Only deals that have genuinely gone cold show up in the digest.

How are deals ranked?

By dollar value at risk, highest first. ActiveCampaign stores deal values in cents under the hood, so the digest converts them back to dollars for display. The top 10 by value land in the Slack post.

Can I send each rep their own digest instead of one team post?

Yes. Tell the agent to send a direct message per owner instead of one team channel post, and it will split the digest by rep and message each one individually.

What happens if nothing is stalled that week?

You still get a short Monday post in Slack confirming the pipeline is clean. Silence would feel like the workflow broke, so it always shows up.

Does the agent change anything inside ActiveCampaign?

It adds a fresh deal note with the suggested next step on each of the top 10 stalled deals, so the owner sees the same nudge inside the CRM. It does not move deals between stages or change owners.