Review my Salesforce pipeline and flag the deals going stale

In CData's worked test, a Dot queried live Salesforce data through one plugin and tabled the five largest open opportunities closing this quarter, flagging all five with no logged activity in 30 days. One deal was still open six days past its close date; the account used test data, as the post discloses.

How it works

Query the Salesforce connection read-only
Rank the five largest open opportunities closing this quarter
Check each for activity in the last 30 days
Flag all five as inactive, including one past its close date

Why it’s worth knowing

One question replaced a CRM export-and-review ritual, with staleness flagged automatically.

Where it’s from

Summarized from a public post on cdata.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be

2The prompt, with the steps

3The check when it’s done

Upgraded prompts are coming soon.

Try next

WorkThe AI audited my eBay store, found 28 listings going nowhere, and sold a bundle for me WorkFind me 48 school-district customers and draft each pitch — one replied, booked and paid WorkA text and voice agent worked a realtor's 60,000 old leads and turned up 34 closed deals WorkMatch 904 insurance documents overnight at my dental clinic

Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.