Steps
The daily deal alert workflow analyzes your entire pipeline every morning and surfaces which deals need immediate attention. It identifies opportunities that haven't been updated recently, are stuck in specific stages, or are approaching close dates without activity. Then it calculates how long deals have been stalling, prioritizes by deal value, and delivers a structured alert showing exactly which deals need action and why.
Deals slip through the cracks when reps manage dozens of opportunities across different stages. By the time someone notices a hot prospect hasn't responded in two weeks, the deal's already cold. High-value opportunities stall in pipeline stages while reps focus on easier wins, and managers lack visibility into which deals actually need intervention.
This workflow catches problems before they kill deals. It flags stalled conversations, overdue follow-ups, and momentum shifts automatically, so reps start every day knowing exactly where to focus instead of scrambling to remember who they haven't heard from lately.
Every morning, Super queries your CRM to identify at-risk deals based on inactivity, stage duration, and approaching close dates. It calculates how long each deal has been in its current stage and flags those exceeding normal timeframes for your sales cycle.
It then checks for missing touchpoints: deals that should have recent calls, emails, or meetings but don't. It prioritizes high-value opportunities showing signs of stagnation, ensuring your biggest deals get attention before they die. Finally, it generates a structured alert with the most critical deals, context on why each is flagged, and actionable next steps for getting them moving again.
Set it up to run every morning and deliver the alert to Slack before your team starts their day. Reps review the prioritized list, tackle the highest-urgency deals first, and work through recommended actions. Managers get visibility into pipeline health without manual CRM digging.
Customize the criteria based on your sales cycle—flag deals after 3 days of inactivity for transactional sales, or 7+ days for enterprise deals. Adjust the deal value threshold to focus on opportunities that matter most. Stop letting deals go dark—catch them automatically every morning.