When
Choose a schedule: daily at 09:00 AM UTC or faster on Pro; then fetch deals whose stage changed since the last run from the setup Airtable table.
Workflow starter brief
Track deal stage changes and follow-ups
Announces every pipeline stage change and creates the follow-up task that goes with it.
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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Create a Google Tasks follow-up for the owner, due in three days, naming that stage’s next step.
- Write the handled stage to the deal so it is skipped next time.
- Post deal, stage, amount and owner to the setup Slack channel.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
AirtableRelated templates
Run your lead tracker emails and reminders
Sends the stage-appropriate email queued on each Airtable lead and nudges the owner when a lead goes stale.
Run a lightweight CRM without the overhead
Keeps companies, contacts, and deals in Airtable, emails from a deal row, and reminds owners about follow-ups.
Turn submitted content ideas into angles
Takes each content idea from a form and saves five suggested angles with headlines and formats to a content base.
Announce closed-won deals in Slack
Celebrates each won deal in Slack with the numbers and a short recap of how it was won.
Agents should build your automations, not be them
Describe your first workflow in plain words. One stays live for free, no credit card.
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