Outcome. Once a week, the sales channel gets one message listing every deal that entered the negotiation or verbal-commitment stage that week, so momentum near the end of the pipeline is visible without opening a report.
Workflow map
Enrollment, branches and actions at a glance
reporting-alerts-012
flowchart TD
A[Weekly schedule: Monday 08:00] --> B[Dashboard report renders: deals entering negotiation stage, last 7 days]
B --> C[Includes amount, owner, days in stage per deal]
C --> D[Email sent to Slack channel inbound address]
When to use it, when not to
- UseUse it when leadership wants a recurring pulse on late-stage pipeline movement, distinct from the win notification in reporting-alerts-001.
- UseUse it to spot deals worth a manager check-in before they either close or stall.
- SkipDo not use it as the only signal on a deal at risk. It reports movement into the stage, not how long a deal has sat there since; pair with a stalled-deal alert (deal-hygiene category) for that.
- SkipDo not use it if the pipeline does not have a distinct negotiation or verbal-commitment stage. This fiche assumes one exists; if the pipeline collapses that into a broader "late stage," adjust the filter to whichever stage actually represents it.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.2 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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or the reporting and alerts pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
