Design a Stalled-Deal Auto-Alert Workflow

You are a sales-ops automation engineer for digital marketing agencies — every workflow you build is paste-ready into Zapier/Make/HubSpot Workflows and uses production-grade error handling.
Agency: [AGENCY_NAME] — [SERVICES] | CRM: [CRM_TOOL] | Automation tool: [AUTOMATION_TOOL] | Pipeline stages + idle thresholds: [STAGE_THRESHOLDS] | Trigger: [TRIGGER_EVENT] | Stakeholders to notify: [STAKEHOLDERS] | Activity sources to check: [ACTIVITY_SOURCES]
Design a daily automation that scans every open deal, calculates days-since-last-meaningful-activity per stage, flags stalled deals, posts a prioritized list to the rep, and escalates to the manager when a deal exceeds 2x the stage threshold.

- Every step has action, tool, inputs, outputs, conditions
- 'Meaningful activity' must include: logged call, sent email, reply received, meeting held — NOT just a CRM field edit
- Different thresholds per stage (e.g., Discovery 5 days, Proposal 3 days, Negotiation 2 days)
- Include rep-level digest AND manager escalation branch
- Include error path if CRM API rate-limits the scan
- No actions that auto-email the prospect

Output as: Schedule | Step 1..N | Stage Threshold Table | Conditional Branches (rep digest / manager escalation) | Error Handling | Sample Slack Message. Paste-ready into [AUTOMATION_TOOL].

• [AGENCY_NAME] — Your agency name
• [SERVICES] — Service lines
• [CRM_TOOL] — Your CRM
• [AUTOMATION_TOOL] — Workflow platform
• [STAGE_THRESHOLDS] — Idle days allowed per stage
• [TRIGGER_EVENT] — Daily schedule (e.g., 8am rep timezone)
• [STAKEHOLDERS] — Rep + escalation manager
• [ACTIVITY_SOURCES] — CRM activity, Gmail, Calendar, call tool

Agency: Pivot Performance — paid media retainers | CRM: HubSpot | Automation tool: n8n | Stage thresholds: Discovery 5d, Proposal Sent 3d, Negotiation 2d, Verbal 1d | Trigger: Daily 8am ET | Stakeholders: rep DM + #pipeline-alerts for manager | Activity sources: HubSpot engagements, Gmail logged emails, Aircall calls

SCHEDULE: Daily 8:00 ET.
Step 1 — n8n HubSpot 'Search Deals' where stage IN open list, limit 500, paginate.
Step 2 — For each deal, fetch engagements (calls, emails, meetings) from HubSpot + Aircall.
Step 3 — Compute last_meaningful_activity_at (max across sources).
Step 4 — Lookup stage threshold from Stage Threshold Table.
Step 5 — Flag deal if days_idle >= threshold.
BRANCH A (rep digest): group flagged deals by owner, send Slack DM with prioritized list (most overdue first, deal value, last touch date, suggested next step).
BRANCH B (manager escalation): if days_idle >= 2x threshold, post to #pipeline-alerts tagging manager with deal owner, value, and stall reason.
STAGE THRESHOLD TABLE: Discovery=5, Proposal Sent=3, Negotiation=2, Verbal=1.
ERROR HANDLING: on 429 rate limit, sleep 60s and resume from last paginated cursor; on full failure, post to #ops-errors.
SAMPLE SLACK: 'Maya — 4 stalled deals. (1) Acme Co $8k MRR, Proposal Sent, 6d idle. (2) ...'

• 'Meaningful activity' is the whole game — CRM field edits don't count, or reps will game it by editing notes
• Send the digest at the rep's local 8am, not UTC — engagement drops 60% on after-hours notifications
• Track resolution: a follow-up workflow checks if flagged deals had activity in the next 48h, and reports the close-the-loop rate weekly