Weekly Brevo stale deal sweep with AI re-engagement emails and Slack summary

Build me an agent workflow that runs every Monday at 9am and sweeps my Brevo CRM for stale deals, then drafts re-engagement emails, logs them, and posts a ranked summary in Slack. The whole thing should feel like a smart sales ops assistant doing the boring part of pipeline hygiene for me.

Trigger: cron, every Monday at 9am in my local timezone.

Step 1. Use Brevo's List All Pipelines to fetch my CRM pipelines and identify the active mid-funnel stages (anything between the first qualified stage and the closing stages). Skip top-of-funnel and closed stages.

Step 2. Use Brevo's List Deals filtered to those mid-funnel stages, and keep only deals where the last update was more than 14 days ago. Treat 14 days as the default staleness threshold but make it easy for me to change.

Step 3. For each stale deal, call Brevo's Get Deal to pull the full record (value, owner, stage, last activity, linked notes) and Brevo's Get Contact for the primary linked contact so the agent has owner, value, stage, contact identity, and last-touch context.

Step 4. Classify each stale deal into one of three buckets:

Bucket A, soft nudge: deals where a warm, specific re-engagement email makes sense. Draft an email per deal that references the actual stage, value, and any context from linked notes (never a generic template), then send it with Brevo's Send Transactional Email from my verified sender address. For every email sent, immediately call Brevo's Create Note on that deal so the rep sees exactly what went out.

Bucket B, human follow-up: high-value deals (over a configurable threshold), deals with complex context in their notes, or deals owned by leadership. Do not email these. List them in the Slack summary as priorities for the rep this week.

Bucket C, close-loss candidate: deals showing no signal for a long time (e.g. no activity for 60+ days and no recent notes). Do not email. Flag for the rep to consider closing as lost.

Step 5. Post a single Slack message using the Slack Bot Send a Message action to my sales channel (let me pick which one during setup). The message should include: counts per bucket; the deals that got nudged with a one-line reason and a link/identifier to the deal; the high-priority deals that need a human this week, ranked by deal value; and the close-loss candidates. Keep it scannable, use Slack mrkdwn formatting, and order sections so the highest-priority human work is at the top.

Tone rules for the drafted emails: warm, specific to the deal, short (3-5 sentences), no greeting clichés, no fake urgency. Reference what was last discussed using the deal's linked notes where available. Sign as the deal owner, not as a system.

Make the staleness threshold (default 14 days), the close-loss threshold (default 60 days), the high-value threshold, the Slack channel, and the sender email easy for me to change without editing the prompt.

Additional information

What does this prompt do?

Finds every deal in your Brevo CRM sitting in a mid-funnel stage that has not moved in more than 14 days.
Pulls the deal value, owner, stage, and primary contact so the agent has real context, not just a name.
Sorts each stale deal into three buckets: send a warm re-engagement email, flag for the rep to handle personally, or mark as a close-loss candidate.
Drafts and sends a specific re-engagement email per deal that references the stage and recent context, then logs the note on the deal record.
Posts one ranked Slack summary every Monday with counts per bucket, the deals it nudged, and the high-priority ones a human needs to touch this week.

What do I need to use this?

A Brevo account with deals, contacts, and at least one pipeline configured in the CRM.
A connected Slack workspace and a channel where the weekly summary should land.
A sender address verified in Brevo so the re-engagement emails go out cleanly.

How can I customize it?

Change the staleness window (default is 14 days) to match your sales cycle, or use a longer window for enterprise deals.
Limit the sweep to specific pipeline stages, deal owners, or a minimum deal value so the agent only touches the deals you care about.
Adjust the tone and length of the re-engagement emails, or have the agent ask for rep approval before sending instead of sending automatically.
Swap the day, time, or Slack channel of the weekly summary, or split the briefing into per-rep DMs.

Frequently asked questions

How does the agent decide what counts as a stale deal?

By default, any deal in a mid-funnel stage with no activity for more than 14 days is in scope. You can change the window and which stages count when you describe your pipeline to the agent.

Will it really send emails on its own, or can I review first?

Both. Out of the box it sends the soft-nudge emails automatically and logs each one as a note on the deal. If you prefer a human in the loop, ask the agent to draft the emails and post them in Slack for one-click approval before sending.

How does it avoid sounding like a generic template?

Before drafting, the agent loads the deal context: stage, value, owner, primary contact, and any linked notes. The email it writes references that context so each message reads like a thoughtful follow-up, not a mail merge.

What if a deal is too big or sensitive to email automatically?

High-value or complex deals get bucketed for human follow-up instead. They show up in the Slack summary under a separate priority list so reps know to handle them personally that week.

Can I use this if my team is on Brevo Free or a starter plan?

You need a Brevo plan that includes the CRM with deals and pipelines. Transactional email sending and the CRM API are available on most paid plans. Check your plan if you are unsure.