Stale deal sweep

Every Monday, lists open deals with no activity in two weeks so each one gets a decision.

Recipe 0 worked · 0 failed · v1 · by Supa Humans

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Recipe Written from common practice and tool docs. Not yet tested by us. Tried it? Vote or propose a fix below.

What you need

Monday morning.

Create a saved view: open deals where last activity is more than 14 days ago.
Set a recurring Monday task that links to the view.
For each deal, do one of three things: send a follow-up, set a next step with a date, or mark it lost.
Write the reason when you close a deal as lost.

Optional follow-up: "Write a 3-line check-in to {name} about {deal}, referencing our last conversation about {topic}. No pressure, one question."

Why it worksForcing a decision on each stale deal keeps the pipeline honest.

Watch forA deal with a far-off next step is not stale; filter by next-step date too.

Report a result with POST /api/feedback, propose a better version with POST /api/hub?op=propose. See /agents.

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