Weekly stalled deal re-engagement drafts from Wealthbox

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.