Monday Wealthbox stalled deal follow-ups (Gmail drafts + Slack)

Every Monday at 8am, scan my Wealthbox opportunities and draft personalized re-engagement emails for the ones that have gone cold. Use a cron trigger; there is no poll provider for Wealthbox.

Step 1. Pull every open opportunity with Wealthbox List Opportunities, paginating until the list is exhausted. Skip any opportunity whose current stage is in my configured list of closed stages (default to common names like Closed Won, Closed Lost, Won, Lost, but let me override these at setup since Wealthbox stage names are customizable per workspace).

Step 2. For each remaining open opportunity, look at its updated_at timestamp and stage history. Then use Wealthbox List Notes filtered to that opportunity's linked contact and List Tasks filtered to the same contact to find the most recent note and most recent task activity. Treat the opportunity as stalled if there has been no new note, no new or completed task, and no stage movement on the opportunity in the last 14 days. The 14 day window should be a configurable parameter.

Step 3. Before drafting anything for a stalled opportunity, use Wealthbox List Tasks and List Events on the linked contact to check for any task or calendar event with a due date or start time in the future. If anything upcoming is already scheduled with that contact, skip the opportunity so we don't double-nudge.

Step 4. For each opportunity that survives both filters, use Wealthbox Get Contact to fetch the linked contact's name and primary email. If the contact has no email, skip them and note it in the Slack summary.

Step 5. Write a short, tailored follow-up email for each stalled opportunity. The body should reference the last conversation topic pulled from the most recent note, the opportunity name and amount, and suggest one low-friction next step (a quick call, a question, or a piece of relevant content). Keep it under 120 words, plain text, no marketing voice. Save it as a Gmail draft with Create a Draft, addressed to the contact's primary email, with a subject line that references the opportunity. I want to review and send each one myself.

Step 6. After all drafts are saved, post one summary message to my Slack channel called advisor-pipeline using Slack Send a Message. The summary should list each stalled opportunity with: contact name, opportunity name and amount, days since last activity, and a link to the matching Gmail draft so I can jump straight into review. If no opportunities are stalled this week, post a one-line all-clear message instead.

Configurable parameters at setup: the cron schedule (default Monday 8am in my timezone), the staleness threshold in days (default 14), the list of Wealthbox stage names that count as closed, the Slack channel name (default advisor-pipeline), and a short signature block to use in every draft.

Additional information

What does this prompt do?

Scans every open opportunity in your Wealthbox pipeline and flags the ones that have gone quiet, meaning no note, task, or stage change in the last two weeks.
Writes a short, personalized follow-up email for each stalled deal, referencing the last conversation and a low-friction next step, and saves it as a Gmail draft for you to review.
Posts one Slack summary listing each stalled deal, the contact, days since last activity, and a link to the matching Gmail draft.
Skips any deal where you already have an upcoming task or meeting on the books with that contact, so you never double-nudge.

What do I need to use this?

A Wealthbox account where your opportunities and notes live
A Gmail account to receive the drafted follow-ups
A Slack workspace and the channel you want the Monday summary posted to

How can I customize it?

Change the schedule. Run it daily, every other Monday, or only on the first of the month.
Tune the staleness threshold. Two weeks is the default, but you can raise or lower it to match your sales cycle.
Pick which pipeline stages count as closed. Wealthbox lets every workspace name its own stages, so tell the agent which stage names should be skipped.
Change the Slack channel, or have the summary go to a direct message instead.
Adjust the email tone, length, or signature so drafts sound like you.

Frequently asked questions

What counts as a stalled deal?

Any open opportunity that has had no new note, no new task, and no stage change in the last two weeks. You can change the window to whatever matches your sales cycle.

Will it send the emails for me?

No. Every follow-up lands in your Gmail drafts so you can read, edit, and send each one yourself. Nothing goes out without your review.

What if I already have a meeting or task scheduled with the contact?

Those deals are skipped automatically. The agent checks for upcoming tasks and calendar events on the linked contact before drafting anything, so you never double-nudge a client you're already booked with.

My Wealthbox pipeline uses custom stage names. Does that work?

Yes. Tell the agent which stage names count as closed-won or closed-lost when you set it up, and it will skip those and only look at the rest of your open pipeline.

Can I change the Slack channel or post to a DM instead?

Yes. Swap the channel name to any channel you have access to, or point the summary at a direct message to yourself.