Alert owners about stale deals

Deals that sit untouched go cold and make the forecast unreliable. This workflow checks every morning and tells the team which deals need attention.

1. Create the workflowCopy Anchor Link

Go to Workflows, click + New workflow and name it Stale deal alert.

2. Set the triggerCopy Anchor Link

Choose On a schedule and set it to run every day at 8:00.

3. Find the stale dealsCopy Anchor Link

Add a Search records step:

4. Stop when there is nothing to reportCopy Anchor Link

Add a Branch step: continue only if the search returned at least one record.

5. Write the summaryCopy Anchor Link

Add a Code step that groups the deals by owner:

export const main = async ({ opportunities }) => {
  const byOwner = {};
  for (const deal of opportunities) {
    const owner = deal.owner?.email ?? 'unassigned';
    (byOwner[owner] ??= []).push(`- ${deal.name} (${deal.stage})`);
  }
  const lines = Object.entries(byOwner).map(([owner, deals]) => `${owner}\n${deals.join('\n')}`);
  return { summary: `Deals with no update in 7 days:\n\n${lines.join('\n\n')}` };
};

6. Send itCopy Anchor Link

Add a Send email step to the sales manager, with the summary from the previous step as the body. Turn the workflow on.