SalesSheet.ai — Automation Builder
Deal Stage Follow-Up Active
Trigger
Deal Stage Changed
Fires when any deal moves to a new pipeline stage
PipelineDefault Sales Pipeline
From stageDemo Completed
To stageProposal Sent
Action 1
Send Follow-Up Email
AI-drafted email thanking them for the demo and attaching the proposal
DelayWait 2 hours
TemplatePost-Demo Proposal
AI draftPersonalize with enrichment data
Action 2
Notify Deal Owner via Slack
Posts a message in #sales-deals with deal summary and proposal link
Channel#sales-deals
Mention@deal-owner
+ Add Another Action