Monday and Slack: Stale Deal Follow-Up Reminder Template
A Spojit template that scans your Monday.com CRM board on a schedule and posts a stale-deal reminder list to Slack so reps re-engage before deals go cold.
What It Builds
A Schedule trigger runs the workflow each weekday morning. A Monday.com connector node reads your deals board and a Condition node keeps only items with no activity for a set number of days. A Slack connector node then posts the filtered list to a channel, tagging the owner of each stale deal.
The Prompt
Paste this into Miraxa and it builds the workflow, connecting the tools for you:
Build a workflow that runs every weekday at 8am, scans my Monday.com CRM board for deals with no activity in the last 7 days, and posts a reminder list to the #sales Slack channel showing each stale deal's name, owner, value, and days since last activity.
Connectors Used
- Schedule trigger - runs the scan on a daily cron in your timezone.
- Monday.com - reads deal items, owners, and last-activity dates from your CRM board.
- Slack - posts the formatted stale-deal reminder to a channel.
Customize It
Change 7 days to your own staleness threshold, swap #sales for your team's channel, and adjust the run time or days of the week. You can also tweak which fields appear in the message (stage, expected close date, or amount) without writing a second prompt.
Tips
- Give the Monday.com connection read access to the board, and make sure your deals board has a usable last-activity or last-updated column.
- Use the Slack node in Direct mode to post one exact message with no AI cost; switch to Agent mode only if you want it to summarize patterns across deals.
- If your reps live in different channels, add a Loop over owners to send each a targeted reminder.