Gamut
Sales & Pipeline

Stale Deal Alert Agent

Catches open deals going dark before they die quietly, and tells you exactly how to revive each one.

Updated

Connects with

SalesforceSalesforceHubSpotHubSpotPipedrivePipedriveSlackSlack
Download template

The problem it solves

Deals rarely die with a clear 'no' — they go quiet and slip away while reps focus on the loudest opportunities. By the time anyone notices a six-figure deal has gone dark for three weeks, the close date has already passed. This agent watches your whole pipeline daily, surfaces every stalling deal before it's lost, and hands you a specific re-engagement move so nothing falls through the cracks.

Who it's for

  • Account executives managing 20+ open deals at once
  • Sales managers who want pipeline coverage without chasing reps for updates
  • VPs of Sales and RevOps leaders enforcing pipeline hygiene
  • Founders running their own sales process at an early-stage startup
  • SDR and full-cycle teams working a high-volume pipeline

What it does

  1. 1

    Query your CRM

    Each weekday morning it pulls all open deals in your monitored pipeline stages, filtered by owner and minimum deal value.

  2. 2

    Measure staleness

    It checks each deal's last activity date against your staleness threshold, falling back to the deal creation date and flagging deals with no activity ever logged.

  3. 3

    Filter to stale deals

    Only deals that have gone quiet past your threshold stay on the list; if the pipeline looks active, it posts an all-clear and stops.

  4. 4

    Tier by urgency

    Each stale deal lands in exactly one tier — Watch, Needs Attention, or Critical — based on how many days it has been dark.

  5. 5

    Draft a re-engagement move

    For each deal it writes one specific next step that references the last activity, stage, or deal context in your own outreach style.

  6. 6

    Flag at-risk specifics

    It marks any deal that is both Critical and past its close date so slipping revenue is impossible to miss.

  7. 7

    Post to Slack

    It publishes a clean, tiered alert to the channel you choose, optionally @mentioning each deal owner.

Key benefits

  • Stop losing deals to silence — every stalling opportunity surfaces before its close date passes
  • Start each day with a prioritized list instead of guessing which deals need attention
  • Get a concrete, deal-specific next move, not a generic 'follow up' reminder
  • Give managers full pipeline visibility without status meetings or manual report-pulling
  • Catch data-quality gaps like deals with no activity ever logged
  • Keep the whole team accountable with owner @mentions right in Slack

Sample use cases

A $145K negotiation-stage deal has had no contact in 28 days and its close date is approaching.

The agent flags it Critical, notes the looming close date, and suggests following up with the customer's GC directly since legal review was the known bottleneck.

A rep is juggling 30 open deals and can't tell which are quietly slipping.

Each morning the agent posts a tiered list so the rep works the most at-risk deals first instead of the most recent emails.

A sales manager wants pipeline coverage across the team without daily check-ins.

With owner_filter set to the team, the agent posts every stale deal with the owner @mentioned, turning a status meeting into a 30-second Slack scan.

A deal shows up Critical even though it was created recently with no logged touches.

The agent treats the creation date as last activity and labels it 'No activity ever logged,' surfacing a CRM hygiene issue to fix.

Key integrations

  • Salesforce

    Pulls open deals, stages, values, close dates, owners, and last-activity history from your CRM.

  • HubSpot

    Alternative CRM source for deal and activity data when you run your pipeline in HubSpot.

  • Pipedrive

    Alternative CRM source for querying open deals and last-activity dates.

  • Slack

    Receives the daily tiered stale-deal alert and @mentions deal owners in the channel you choose.

Most pipeline leaks aren't dramatic losses — they're deals that quietly stop moving while attention shifts elsewhere. Stale Deal Alert closes that gap by making silence visible: it reads your CRM the same way a diligent manager would, but every single morning and across every open deal.

Because suggestions reference real CRM context — the last call, the stage, the logged bottleneck — the agent's next-move prompts read like notes from someone who knows the deal, not boilerplate reminders. That keeps re-engagement specific and credible to the customer.

Getting started

  1. Import the workspace — Drag the template zip into Gamut's agent import dialog, or install it directly from the marketplace.
  2. Run the onboarding skill — A setup session starts automatically to capture your CRM, pipeline stages, deal filters, urgency tiers, delivery channel, re-engagement style, and schedule.
  3. Give it a first task — Try the smoke test it offers, like running the stale-deal check at a 1-day threshold and showing the raw list in chat before posting to Slack.

Frequently asked questions

Does the Stale Deal Alert agent act on deals without my approval?

No. It only reads your CRM and posts a Slack alert with suggested next moves — it never emails prospects, edits deals, or takes action on your pipeline. You decide what to do with each flagged deal.

Which CRM and tools does it work with?

It connects to common sales pipeline management software including Salesforce, HubSpot, and Pipedrive, and posts alerts to Slack. Accounts connect via OAuth during onboarding, so no API keys are needed by default.

How is this different from doing pipeline management manually or with a generic CRM report?

A standard CRM report shows you a list; this agent runs every weekday, tiers deals by how long they've gone dark, and drafts a specific re-engagement move grounded in each deal's history. It's proactive sales pipeline management rather than a static dashboard you have to remember to check.

How does it decide a deal is stale?

A deal is stale when its last logged activity is older than the threshold you set during onboarding, typically seven days. Deals with no activity ever logged fall back to their creation date and are flagged separately as a data-quality issue.

Can my whole team use it for shared pipeline management?

Yes. Set the owner filter to your team and the agent watches every rep's deals, posting alerts with each deal owner @mentioned in Slack so managers get full coverage without status meetings.

Is the Stale Deal Alert agent free to use?

The template itself is free to import from the Gamut marketplace. You run it inside your Gamut workspace and connect your existing CRM and Slack accounts, so there's no separate sales pipeline management tool to buy.