The Workflow Library

Library / Sales ops / sales-ops-036

Notify the SDR manager when a rep has zero active sequence enrollments for a full week

Sales opsContactData Hub ProfessionalIntermediate~60 min to buildFull spec

Outcome. The SDR manager finds out a rep has had nobody in an active sequence for a full week without asking each rep or opening the sequence performance tab one by one.

Workflow map Enrollment, branches and actions at a glance sales-ops-036
flowchart TD
    A[Weekly schedule fires] --> B{Already run this week?}
    B -->|Yes| C[End, no action]
    B -->|No| D[Custom code: count active enrollments per SDR]
    D --> E{Any rep at zero?}
    E -->|Yes| F[Notify SDR manager with flagged reps]
    E -->|No| G[End, no action]
    F --> H[Set Zero enrollment alert run date]
    G --> H
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it as an early-warning check for pipeline generation activity dropping to zero, not as a full activity report; pair it with sales-ops-023 or sales-ops-046 if you need the fuller picture.
  • UseUse it when your SDR team's job is largely sequence-driven outbound, so zero active enrollments is a meaningful signal rather than normal variation.
  • SkipDo not use it for reps whose role is mostly inbound follow-up or account management; zero sequence enrollments is expected and not a problem for them.
  • SkipDo not use it on a large team without testing first; the custom code action queries enrollment counts per rep in a single run and can approach the workflow custom code action's execution time limit on larger teams. (check in your portal: exact execution time limit for custom coded actions, commonly around 20 seconds, may not be enough for a large team's worth of API calls in one run)
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.4 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.6 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, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
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
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