Stalled Pipedrive Deals to Gmail Drafts and Slack Digest

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.

Additional information

What does this prompt do?

Scans your Pipedrive pipeline every weekday morning for open deals with no activity in the last seven days.
Drafts a personalized follow-up email in Gmail for each stalled deal, referencing the contact, the deal stage, and the most recent touchpoint.
Posts one Slack digest to your sales channel listing every stalled deal, the total at-risk pipeline value, and a one-line summary of each draft.
Leaves every email as a draft so the deal owner reviews and clicks send. Nothing goes out automatically.

What do I need to use this?

A Pipedrive account where your deals, contacts, activities, and notes live.
A Gmail account that the drafts will be saved into.
A Slack workspace with a channel where the daily digest should be posted.
Roughly one minute to tell the workflow which Slack channel to post to and which pipelines to watch.

How can I customize it?

Change the schedule. 9am Eastern on weekdays is the default, but you can switch to a different time, a different time zone, or run it daily including weekends.
Tune what counts as stalled. Seven days with no activity is a sensible default, but you can stretch it to ten or fourteen days, or narrow it to a specific pipeline or stage.
Adjust the email tone. Tell the workflow how you want follow-ups to sound, what to mention, and what to avoid, and every draft will match.
Pick a different Slack channel, or have the digest go to a direct message instead of a public channel.

Frequently asked questions

Will this send emails on its own?

No. Every follow-up is saved as a Gmail draft. The deal owner opens the draft, reviews it, edits if needed, and clicks send. You stay in control of every outbound message.

How does it decide a deal is stalled?

By default, any open deal with no logged activity in the last seven days counts as stalled. You can change the window or scope it to specific pipelines and stages when you set the workflow up.

What goes into each follow-up email?

The workflow reads the deal, the linked contact, recent activities, and recent notes, then writes a tailored message that references the person by name, where the deal is in your pipeline, and the most recent touchpoint.

Can I change the time it runs?

Yes. The default is 9am Eastern on weekdays, but you can pick any schedule and time zone when you set up the workflow.

What does the Slack message look like?

One post that lists every stalled deal with its value, the total at-risk pipeline number across all of them, a one-line summary of the drafted follow-up, and a tag for the deal owner where possible.

Stalled Pipedrive deals to Gmail drafts every morning

Additional information

Frequently asked questions

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