Alert on stalled deals in Salesforce

Stalled deals look fine in the pipeline until the quarter ends. An Orkeste agent watches activity, last touch, and stage age across every Salesforce opportunity, and flags the ones drifting before forecast call.

How the workflow runs

1. Scan opportunities: Runs a recurring sweep over your open pipeline.
2. Detect stall signals: Activity gap, stage age, missing next step, dropped contact frequency.
3. Diagnose likely cause: Reads the recent context and proposes a working hypothesis.
4. Manager confirms intervention: Manager approves the alert and any internal action before it goes out.
5. Notify rep in Slack: Posts a clear alert with the deal, the diagnosis, and a suggested next step.

Human-in-the-loop: Manager-level interventions and internal escalations always require explicit approval.

Works with your stack

• salesforce
• slack
• hubspot

Related workflows

• Draft follow-up sequences for Salesforce opportunities
• Generate meeting prep briefs from Salesforce data
• Qualify inbound leads in Salesforce automatically

Questions about this workflow

How do you avoid crying wolf on every deal?

Stall signals are combined and weighted, and managers get one daily digest instead of dozens of alerts.

Can we customize what counts as 'stalled'?

Yes. Stage-by-stage thresholds, segments and product lines can each have their own rules.

Does it work with our forecast categories?

Yes. The agent respects existing categories and adds alerts on top, it doesn't overwrite them.