Task creation when a deal enters a pipeline stage

Outcome. Every time a deal moves into a defined stage, the right next-action task is created automatically, so reps stop guessing what to do next.

flowchart TD
    A[Deal stage changes] --> B{Which stage?}
    B -->|Demo Scheduled| C[Create task: confirm demo logistics]
    B -->|Proposal Sent| D[Create task: follow up on proposal]
    B -->|Negotiation| E[Create task: send contract for signature]
    B -->|other tracked stage| F[Create matching task]

When to use it / when not to

• Use it for pipelines with a clear standard playbook per stage (demo scheduled, proposal sent, negotiation).
• Use it to replace a manual checklist a manager currently repeats verbally in pipeline review.
• Do not use it for pipelines with fewer than 3 stages or with highly variable deal types where a single task per stage does not fit most deals.
• Do not use it as a substitute for a full sales playbook tool (sales-ops category) if you need multi-step guided selling with content attachments.