Overview

Real-time automation that monitors deal stage changes and triggers appropriate actions: sends emails to prospects, alerts team via Slack, creates activity records, and handles both won and lost deals appropriately.

What It Does

• Watches Deals table for stage changes in real-time
• Sends stage-appropriate emails to prospects
• Posts Slack notifications to relevant channels
• Creates activity records for audit trail
• Celebrates closed-won deals with team
• Collects feedback on lost deals
• Updates deal timestamps automatically

Business Impact

• Response time: Instant notifications on deal movement
• Team alignment: Everyone sees pipeline changes immediately
• Win rate: Proper stage management improves close rates
• Learning: Feedback collection on lost deals
• Visibility: Complete audit trail of all deal progression
• Celebration: Team morale boost on wins

Technical Requirements

Required Accounts:

• Airtable (uses Deals, Contacts, Companies from Project 1)