When
Ask me to choose 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 template
Track deal stage changes and follow-ups
Announces every pipeline stage change and creates the follow-up task that goes with it.
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
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.
Apps it connects
Related templates
Run your lead tracker emails and remindersSends the stage-appropriate email queued on each Airtable lead and nudges the owner when a lead goes stale.
Build this workflowRun a lightweight CRM without the overheadKeeps companies, contacts, and deals in Airtable, emails from a deal row, and reminds owners about follow-ups.Build this workflowTurn submitted content ideas into anglesTakes each content idea from a form and saves five suggested angles with headlines and formats to a content base.
Build this workflowAnnounce closed-won deals in SlackCelebrates each won deal in Slack with the numbers and a short recap of how it was won.
Build this workflow
All templatesBuild this workflowRun a lightweight CRM without the overheadKeeps companies, contacts, and deals in Airtable, emails from a deal row, and reminds owners about follow-ups.Build this workflowTurn submitted content ideas into anglesTakes each content idea from a form and saves five suggested angles with headlines and formats to a content base.Build this workflowAnnounce closed-won deals in SlackCelebrates each won deal in Slack with the numbers and a short recap of how it was won.Build this workflowAgents should build your automations, not be them
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