RPA Automation · Pipeline Health

No deal goes cold
on your watch.

Deals that haven't moved in days surface automatically to the right rep — with context and a clear next step — before they slip away.

Auto-detectionRight rep, right timeNext-step prompts
How it works

See it work, step by step

Click through each stage to see exactly how this automation runs — start to finish.

01
Monitor
02
Detect
03
Notify
04
Recover
Monitoring 142 open deals
No activity · 7 days
Flagged at-risk
"Acme deal stalled — send recap"
31%
fewer deals lost to inactivity
Caught before going cold
Step 01 of 04

Every deal is watched

The bot continuously checks each open opportunity for activity — emails, calls, stage changes — so nothing sits forgotten.

Tracks last activity on every open deal
Runs quietly in the background, 24/7
Step 02 of 04

A stall is detected

When a deal has no movement for a set window — say 7 days — the bot flags it instantly as at-risk, before it quietly dies in the pipeline.

Configurable stall window per stage
Catches deals before the forecast slips
Step 03 of 04

The right rep gets a nudge

The deal owner gets an alert with full context — what the deal is, why it's flagged, and a suggested next move — so acting on it takes seconds.

Alert routed to the deal owner
Includes deal history & recommended action
Step 04 of 04

The deal gets back on track

Reps re-engage while there's still time, and managers see stall patterns across the team — so coaching gets sharper over time.

Fewer deals lost to neglect
Stall trends visible to sales leadership
Why it matters

What you get out of it

Catch deals early
Surface at-risk deals while there's still time to act, not after they're lost.
Reps stay focused
No more manually combing the pipeline — the system tells them exactly where to look.
Better forecasts
A pipeline that reflects reality means a forecast leadership can actually trust.

Keep every deal moving forward.

See how stall detection could protect your pipeline. Book a free walkthrough.

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