Sales Pipeline Risk Slack Standup7 nodes
Sales Pipeline Risk Slack Standup
Scan a pipeline sheet every morning, flag stalled or high-risk deals, and send a standup brief to Slack.
Workflow at a glance
The full canvas, before you import it
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#Sales#CRM#Google Sheets#Slack#Pipeline
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7 nodes · Free & source-available
Sales Pipeline Risk Slack Standup
Give sales leaders a compact daily view of pipeline risk without opening a CRM export. This template reads deal rows from Google Sheets, asks AI to spot stalled opportunities and next-step gaps, then routes the brief to Slack.
What this workflow does
- dailyPipelineSchedule runs every weekday morning
- readPipelineRows reads the active pipeline sheet
- findPipelineRisks creates a Slack-ready standup summary
- pipelineRiskCheck branches when the summary includes high-risk deals
- postPipelineRiskAlert sends high-risk standups to Slack
Setup
Use columns such as account, owner, stage, amount, lastActivityDate, closeDate, and nextStep. Instruct the LLM to include HIGH_RISK only when a deal needs immediate attention.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
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