📋 Copy Blueprint Command { } Inspect JSON API Ground-Truth Source ↗

⚡ 1-Click Agent & Developer Install

Zero Auth · Ready for Grok Bot, Claude Code & Cursor

### 1. The Workflow Bottleneck & Problem Statement Warm six-figure pipeline opportunities silently slip through the cracks when account executives get busy and forget to follow up after sending a proposal. ### 2. Synthesized Agent Architecture & Connected Stack **Deal-Desk Pipeline Velocity & Stalled Opportunity Slack Digest** (`daily-sales-followup-slack`) is a verified production blueprint curated from **@ericosiu**'s real-world implementation. - **Primary Capability:** Cross-references CRM deal stages against recent email and calendar activity every morning—flagging enterprise deals with zero touchpoints in 5+ days. - **Connected Tool Stack:** Attio MCP, Gmail, Google Calendar, Slack - **Execution Governance:** `Read-Only Discovery` → `Deterministic Policy Check` → `Ask-First Human Approval` - **Certified Builder Source:** [@ericosiu](https://x.com/ericosiu/status/2044956795639304530) ### 3. Step-by-Step Implementation Blueprint 1. **Trigger & Data Ingestion:** Configure your agent routine to watch **Attio MCP** on a scheduled cadence or event webhook. Treat all external text as untrusted data inside XML fences. 2. **Cross-System Enrichment & Verification:** Query **Gmail** to validate live capacity, account status, or code state before generating recommendations. 3. **Human-in-the-Loop Action Staging:** Post a structured summary card to **Slack** with 1-click approve/edit controls so your team retains full oversight. ### 4. Copy-Paste System Prompt & Routine Configuration ```text Implement the 'Deal-Desk Pipeline Velocity & Stalled Opportunity Slack Digest' workflow curated with @ericosiu. 1. OBJECTIVE: Cross-references CRM deal stages against recent email and calendar activity every morning—flagging enterprise deals with zero touchpoints in 5+ days. 2. CONNECTED TOOL STACK: Attio MCP, Gmail, Google Calendar, Slack 3. STEP-BY-STEP EXECUTION LOOP: - Step A (Ingest & Ground): Query live inputs from Attio MCP and cross-reference state in Gmail. - Step B (Analyze & Validate): Apply strict filtering rules, verify schema/policy constraints, and flag any anomalies or missing fields. - Step C (Stage & Report): Prepare the structured output, draft replies/tickets in Slack, and request human confirmation before executing any external send or production write. ``` ### 5. Measured ROI & Production Impact - **Verified Outcome:** Increases proposal-to-close velocity by ensuring zero active opportunities go dark for more than 5 business days. - **Builder Portfolio:** [Explore all capabilities by @ericosiu →](/u/ericosiu)

Tags: #daily-sales-followup-slack#use-case#sales-gtm#ericosiu#attio-mcp#gmail

View All 13 Items by @ericosiu →

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Query and enrich Attio CRM records: search companies and people, advance deal pipeline stages, append call notes, and trigger RevOps workflows.