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FeaturesSaaS FactoryUpdated February 19, 2026

Deal Pipeline Staleness Escalation

Deal Pipeline Staleness Escalation

The Deal Pipeline Staleness Escalation workflow automatically surfaces deals that have gone quiet, generates AI-powered next-action recommendations, and routes alerts to the appropriate notification channels — every morning at 08:00 UTC.

Overview

Deals that sit idle in a pipeline stage are a leading indicator of lost revenue. This workflow runs on a daily schedule and evaluates every open deal against a stage-specific staleness threshold. When a deal exceeds its threshold, the platform treats it as stale and kicks off an escalation sequence.

Staleness Thresholds

Thresholds are calibrated to the urgency of each pipeline stage:

StageStale After
prospecting14 days
qualification7 days
proposal5 days
negotiation3 days

Note: Deals in closed_won or closed_lost are never evaluated — the sweep is limited to active, in-progress deals.

How It Works

1. Daily Sweep

At 08:00 UTC every day, the workflow queries for deals matching:

WHERE stage NOT IN ('closed_won', 'closed_lost')
  AND updatedAt < NOW() - INTERVAL '<N> days'

where N is the threshold for the deal's current stage.

2. AI Insight Generation

For each stale deal, the platform generates a contextual next-action suggestion and:

  • Creates a dealActivity record with type='ai_insight' capturing the recommendation and timestamp.
  • Updates aiNextAction on the deal record with the latest suggestion so it surfaces in the deal detail view.

3. Notifications

If the deal or account has a notification channel configured, an alert is fired containing:

  • The deal name and current stage
  • How many days it has been idle
  • The AI-recommended next action

Data Model

dealActivity (created on escalation)

FieldValue
type'ai_insight'
bodyAI-generated next-action suggestion
dealIdID of the stale deal
createdAtTimestamp of the sweep run

deal (fields updated)

FieldDescription
aiNextActionLatest AI-recommended next action

Trigger

  • Schedule: 0 8 * * * (every day at 08:00 UTC)
  • Type: Scheduled workflow (no manual trigger required)

Notification Channels

Notifications are only fired when a channel is configured. Supported channels are defined at the account or deal level. If no channel is configured, the AI insight is still written to dealActivity and aiNextAction — only the push notification is skipped.

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