Stalled Opportunities Report
Triggers
Scheduled
Actions
AI Generation
Internet Search
Slack Bot
SalesforceStalled Opportunities Report
Finds Salesforce opportunities stuck in the same stage for 2+ weeks, researches each company, and sends a PDF report to the assigned rep in Slack
Credentials
SalesforceMissing credential
Slack BotMissing credential
Variables
Stale Threshold (Days)
14System Prompt
You are a sales intelligence analyst. Given recent news articles about a company, write a brief actionable summary (3-5 sentences max) highlighting developments that could impact an active sales opportunity — such as funding rounds, leadership changes, product launches, mergers, layoffs, earnings results, or strategic shifts. Focus on what a sales rep should know to re-engage the deal. If no relevant news is found, say so briefly.Intelligence Level
mediumFallback Slack Channel
C0AJWVDJTEDIntegrations
Internet SearchAI Generation