Weekly Pipedrive multi-threading with Findymail and Slack

Every Monday at 8am, multi-thread my open Pipedrive deals using Findymail and post the weekly add-list to Slack. The point is to expand contact coverage on pipeline that is already active, not to source net-new accounts.

Trigger: cron, every Monday at 8am in my local timezone.

Steps the agent should take:

1. Pull open deals from Pipedrive using List Deals, filtered to my late-stage pipelines (or above a value threshold I configure). Skip won, lost, and deleted deals.

2. For each open deal, get the linked organization and the list of people already linked to the deal.

3. Call Findymail Find Employees at Company against the organization's website, filtered to peer decision-maker titles: VP, Director, Head of, and Chief. Ask for two or three contacts per deal.

4. De-duplicate against everyone already linked to the deal so only genuinely new contacts move forward.

5. For each genuinely new contact, create them as a Person in Pipedrive linked to the same organization, including title and verified email. If Findymail returned an unverified email, run Findymail Verify Email first and skip the contact if it comes back undeliverable.

6. Append a Pipedrive Note to the deal summarizing the additions (name, title, email) so the deal record itself shows the new coverage.

7. Group every addition by the deal owner. Post one Slack digest per owner (DM or a per-AE channel) so each rep sees only their own deals and the new contacts to fold into outreach. Include the deal name, the company, and each new contact with title and email. Skip any owner whose deals produced zero new contacts so nobody gets an empty message.

Make the value threshold, the target pipelines and stages, the peer title list, the number of contacts requested per deal, and the Slack destination (per-AE DM vs a shared channel) into configurable settings I can change without editing the workflow.

Additional information

What does this prompt do?

Pulls your open, late-stage Pipedrive deals every Monday morning.
Finds two or three peer decision-makers at each deal's company, filtered to VP, Director, Head of, and Chief titles.
Skips anyone already linked to the deal so reps only see genuinely new contacts.
Creates each new person in Pipedrive under the deal's organization and notes the additions on the deal itself.
Posts a Slack digest grouped by deal owner, so each AE only sees their own deals and the new contacts to fold into outreach.

What do I need to use this?

A Pipedrive workspace with open deals and at least one pipeline you want to multi-thread.
A Findymail account with credits available (about one credit per contact returned).
A Slack workspace where the bot can post the weekly digest.
A list of peer titles to target (defaults to VP, Director, Head of, and Chief).

How can I customize it?

Change the day or time the digest runs (the default is Monday at 8am).
Narrow the deals to a specific pipeline, a deal value threshold, or a set of late-stage stages.
Adjust the peer title list or the number of contacts surfaced per deal.
Pick one shared channel for the whole team, or have each AE get their own slice as a DM.

Frequently asked questions

Will this re-add contacts who are already on the deal?

No. The workflow checks every deal's existing people first and only surfaces names that are genuinely new, so you never see duplicates and you never waste credits on someone you already know.

How much does this cost in Findymail credits?

Roughly one credit per new contact returned. If you target three contacts per deal across fifty open deals, that is about one hundred and fifty credits per Monday run.

Can I limit it to only my biggest deals?

Yes. You can filter by pipeline, by stage, or by a minimum deal value so the agent ignores small or early-stage deals and focuses on the pipeline you actually want to defend.

What if Findymail returns an email that is not verified?

Most results come back already verified. For the rare unverified row, the agent runs a quick verification step before adding the person to Pipedrive and skips anyone whose email comes back undeliverable.

Why a digest grouped by deal owner instead of one big channel post?

So each AE only sees their own deals. The digest stays short, relevant, and easy to act on the same morning rather than turning into a wall of names everyone scrolls past.