Salesv30 installs
Stale deal sweeper
Find deals that haven't moved in two weeks and tell you what to do about each one.
About
Every Monday morning, Ada combs your pipeline for deals with no activity in 14+ days. For each, it reads the history and recommends one of: re-engage with a specific draft, mark as lost with reason, or wait (with a why).
Trigger
Runs on schedule
FREQ=WEEKLY;BYDAY=MO;BYHOUR=9;BYMINUTE=0;BYSECOND=0~$0.150 per run
Required skills
crm
What Ada is asked, each run
List every open CRM deal where last_contacted_at is more than 14 days ago. For each, read prior activity and decide:
- re-engage (draft a 2-line outreach)
- mark lost (with reason)
- hold (with why — e.g. waiting on their procurement)
Show as a table. Today is {date}.First run is held for your approval — review what Ada would do before any real action lands.