Catch stalled sales deals before they go cold

Scores every open deal in Zoho CRM weekly and alerts the owner by email when one is at risk.

How the work actually flows

It branches. Exactly one path is taken; runs once per each open deal.

Pattern: Multiple Instances without Synchronization (12) · Exclusive Choice (4)

flowchart TD trig(["weekly deal review"]):::trigtime s0[["pull open deals"]]:::mi s1["calculate deal inactivity"]:::task s2["score deal health"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× is deal at risk"}:::gate s2 --> gx p00["email deal owner"]:::task gx -->|"at risk"| p00 p01["create priority task"]:::task p00 --> p01 p10["no action needed"]:::task gx -->|"healthy deal"| p10 p01 --> out p10 --> out out[/"at-risk deals flagged for follow-up"/]:::out pay{{"prevents deals from going cold"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineEmail AutomationMessaging & Notifications
Connects
Zoho CRMGmailGoogle Gemini

The problem it solves

You lose deals that quietly go stale because nobody notices a lead has gone quiet until it's too late. Reviewing every open opportunity for signs of stalling takes time your sales team doesn't have.

Who it fits

Sales teams and revenue operations managers using Zoho CRM to run their pipeline.

How it works

  1. Every week, the system pulls all open deals from Zoho CRM
  2. It calculates how long each deal has been inactive or stuck at its current stage
  3. AI scores each stalled deal's health and suggests what to do next
  4. For at-risk deals, it emails the deal owner and creates a high-priority task in Zoho CRM
What you get

Stalled deals you catch before they go cold

You get a weekly alert and priority task the moment a deal in your pipeline goes quiet or stalls at a stage.

What you get

A health score for every stalled deal, an alert email to the deal owner, and a high-priority follow-up task in Zoho CRM.

What you need

A Zoho CRM account, a Gmail account, and a Google Gemini API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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