Automating Deal Risk Alerts
Mutiny can act as your risk radar. With an automation, the agent reviews your team’s pipeline for deals showing warning signs and alerts you before they slip.
Connecting your integrations
This automation reads from your CRM, so connect HubSpot, or Salesforce if you’re on Enterprise. If you would like the agent to send you the output of this automation via Slack, connect the Slack integration
Creating the automation
In the left sidebar, open the Assistant dropdown and select Automation, then click + New automation in the top right. This launches a thread where the agent asks a few questions to set up your automation.
The agent will ask a series of questions about what the automation should do, when it should run, and where the output should go. Expand each question below for an example answer you can use.
What should the automation do?
Review all open deals for my team in the CRM. Flag any deal where the close date has been pushed, there’s no logged next step, or there’s been no activity in the last 14 days. For each flagged deal, summarize the deal, the owner, and why it was flagged.
You can tune the criteria to your team’s process, like changing the inactivity window or flagging deals that are single-threaded on one contact.
When should it run?
Every day
A daily run keeps you ahead of slipping deals. If you’d rather review risks once a week before your pipeline review, choose every Monday morning.
Where should the output go?
Send me a Slack message with the flagged deals
If Slack isn’t connected, have the agent email you instead.
Enabling tool usage
For the automation to run without a hitch, you need to auto approve its tools. Click into the automation, then click the wrench icon on the automation card. This is titled Tool usage. Select Auto approve all tools.
This lets the Mutiny agent make requests to your connected tools, like HubSpot, Salesforce, and Slack, without pausing for approval each time.
Editing and monitoring your automation
Once created, your automation appears on the Automation page and in the thread, along with a summary of what it will do.
When you open the automation, you’ll see the instructions the agent drafted when you created it. Click into these to edit them at any time, whether you want to tighten the risk criteria or change how the alerts read.
You’ll also see a log of every run. These populate as the automation runs, so you can check what the agent did and confirm everything is working.