Weekly stale pipeline report that tells reps what to say

Every Monday at 8am, run a stale pipeline review for my sales team and post one digest in Slack. The goal is not just to list which deals are rotting, it is to tell each rep exactly what to say to revive them.

Start in LeadConnector. Use Search Opportunities to pull every open opportunity across the account, paging through all results. Use Get Pipelines to load the pipelines and their stages so you can resolve pipeline and stage IDs into readable names. Then keep only the opportunities with no update in the last 14 days, and record how many days each one has been quiet.

For each stale opportunity, use Get Contact to load the associated contact, including their name, contact details, tags, and custom fields. Combine that with the opportunity record itself: the stage name, the monetary value, the assigned owner, and the date of the last update.

Now draft a short re-engagement message for each deal, two to four sentences, written so the rep can send it directly. Every message must be specific to that deal. Reference the stage the deal is sitting in, the deal value, and how long it has been quiet, and use anything in the contact record that gives a natural reason to reach out. No generic check-in copy, and no two messages that read the same. Vary the angle by stage: a deal that never got past the first conversation needs a different opener than one that stalled after a proposal was sent.

Create a follow-up task on each contact with Create Contact Task. Assign it to the owner of the opportunity, set a due date within the next few days, and put the drafted message and the deal context in the task body so the rep can act on it without leaving LeadConnector. If an opportunity has no owner assigned, still create the task and flag that deal as unassigned in the digest.

Finally, post a single message into my sales channel using the Slack Bot Send a Message action. Rank the deals by value, highest first. For each deal include the contact name, the deal value, the pipeline and stage name, how many days it has been quiet, the owner, and the full drafted message inline as a quote or code block so reps can copy it, tweak it, and send it. Open with a one line headline giving the number of stale deals and the total value at risk. If there are more than 15 stale deals, include the full drafted copy for the top 15 by value and list the remainder compactly at the bottom with name, value, and days quiet. If nothing is stale, post a short all clear so the team knows the check ran.

One critical rule: never message, email, or text any contact automatically. This workflow drafts and assigns only. Reviving a cold deal is a judgement call that belongs to the rep, so every message must wait for a human to review, edit, and send it.