Nudge Sales When Notion CRM Deals Go Stale
Keep your pipeline moving — automatically detect deals in your Notion CRM with no activity for a week and nudge the owner to follow up.
- 1
Schedule a Daily Scan
Add a
Schedule Triggerrunning each morning. - 2
Find Stale Deals
Add a
Notionnode searching for open deals whoseLast Activityis more than seven days ago. - 3
Resolve the Owner
Add a step mapping each deal's owner to their Slack handle.
- 4
Send the Nudge
Add a
SlackDM listing the owner's stale deals with links and a prompt to update or follow up. - 5
Activate and Test
Activate the workflow and set a test deal's activity date to last week. Confirm the owner is nudged.
Frequently asked questions
What counts as activity?
Update the Last Activity field whenever a note, email or call is logged so the freshness check stays accurate.
Can I escalate very old deals?
Yes — add a tier that alerts the sales manager for deals stalled beyond 30 days.
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