Deal risk alerts

Flag a deal the moment it goes quiet, loses a stakeholder, or slips its date, while a rep can still act on it.

macOS — coming soonSee the 5 automations
Sales / AUTOMATE.md

Every weekday at 8am, list the open deals with no activity for ten days or more, and email me one suggested next step for each.

Ready-made: No-activity alert

The job, and what good looks like.

A deal sits at the same stage for five weeks because one stakeholder stopped replying, and nobody raises it until the forecast call. By then the close date has already moved and the rep has no story for why. This workflow watches the pipeline for the things that precede a stall. It checks the days since the last real conversation, how many people in the buying group have engaged against how many there are, the age of the close date, and how many times the stage has moved backwards. A deal crossing any of those thresholds gets a short note naming the specific reason and one action the rep could take this week, rather than a generic warning. Stage changes with no recorded reason are flagged too, because a rep who cannot say why a deal slipped will slip the same way again. A deal that is quiet for a reason the owner already knows is marked as watched rather than alerted, which keeps the alert list short enough to read. A human still decides whether the deal is genuinely lost, and whether to reforecast it or work it.

When it is handled

  • No deal silent for two weeks unflagged
  • Every risk names one next action
  • Slips recorded with a reason
  • Forecast calls start with real reasons

Works with tools like

  • Clari
  • Salesforce
  • Gong
  • Factors.ai

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Close-date slip alert

When a deal's close date moves out, draft a short risk note with what changed and two suggested actions, and post it to the deal owner.

When a close date is moved

HubSpot risk ping

Every Friday at 9am, find the deals in HubSpot with no activity for ten days or more, and post each owner a short risk note with one suggested next step.

Every Friday at 9am

Missing stakeholder ping

When a deal moves to the Pipeline stage with no technical contact on it, post the owner a short note naming the gap and who could make the introduction.

When a deal moves to the Pipeline stage

No-activity alert

Every weekday at 8am, list the open deals with no activity for ten days or more, and email me one suggested next step for each.

Every weekday at 8am

Stage regression watch

When an opportunity slides backwards, post the rep the previous stage, the date it moved, and a suggested reason to record.

When an opportunity moves back a stage in Salesforce

You stay in charge.
At every step.

It does the legwork. You decide what reaches a customer.

  • Nothing reaches a customer unasked

    Replies and follow-ups wait in your drafts until you send them, or until you pre-approve them.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the CRM and inbox you allow

    Each automation reaches only the apps and folders you connect for it.

No-activity alert

Approve before it sends the email?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your CRM's workflow rules

Updating fields and assigning records the same way every time.

They can't read a call, research a company or write a follow-up that sounds like you.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Drafting a reply when you ask for one.

Nothing happens until you come back and ask again, and the routine lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Related workflows.

Pipeline follow-up tracker

Notice when a deal's next step has stalled and hand the rep one specific action, not another report on how the quarter is going.

1 automation

Opportunity recap notes

Write the deal record back from the call itself: the pain, the people, the decisions, and the next step with an owner and a date.

5 automations

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon