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Fabric_Hub___Stage_SLAs__Importable_
Stage
Max Days in Stage
Primary Next Step
Lead Identified
3
Open conversation (DM/email/intro)
Conversation Opened
5
Qual call booked
Needs Qualified
7
Send proposal
Proposal Sent
7
Follow-up + objection handling
Closed Won
0
Kickoff + onboarding
Closed Lost
0
Log reason; recycle date
There are no rows in this table
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Fabric_Hub___Sales_Automations__Importable_
Rule Name
Trigger
Condition (Coda formula-ish)
Action
Owner
Notes
Nudge: Proposal aging
Daily at 9:00 AM
Stage = "Proposal Sent" AND DaysBetween([Last Stage Change], Today()) >= 7
Post task: “Follow up on proposal” + Draft email note into record; notify Owner
Prevents stalled deals; weekly reminder until stage changes
Auto-Score: New lead enrichment
On new row added
IsBlank([AI Lead Score])
Call AI pack to enrich company size/industry; update AI Lead Score (Hot/Warm/Cold)
Uses website + LinkedIn; sets Score % and label
Nudge: Stale conversation
Daily at 9:00 AM
Stage = "Conversation Opened" AND DaysBetween([Last Contacted], Today()) >= 5
Add task: “Send value add note / case study”; notify Owner
Keeps momentum and qualifies fast
Escalate: Hot lead no meeting
Hourly
"Hot" IN [AI Lead Score] AND IsBlank([Next Meeting Date]) AND DaysBetween([Created On], Today()) >= 3
Slack/Email alert to Owner + create 15‑min hold on calendar
Converts intent quickly
Forecast: Weekly rollup
Fridays at 4:00 PM
True()
Summarize pipeline by Stage + weighted revenue; email weekly forecast
Uses Score % as weight or Stage weight
Auto-close lost (quiet loss)
Daily at 6:00 PM
DaysBetween([Last Contacted], Today()) >= 30 AND NOT(Stage = "Closed Won") AND NOT(Stage = "Closed Lost")
Set Stage to "Closed Lost"; Reason = "No response"; notify Owner
Keeps pipeline clean; can be reversed manually
On Win: Spin up onboarding
On row change
Stage changed to "Closed Won"
Create Client record + kickoff checklist; schedule welcome email
Connects Sales → Delivery automatically
There are no rows in this table
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FabricHub_Sales_Automation_Cheatsheet.txt
2.1 kB
⁠
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FabricHub_Sales_Stage_SLAs
Stage
Max Days in Stage
Primary Next Step
Lead Identified
3
Open conversation (DM/email/intro)
Conversation Opened
5
Qual call booked
Needs Qualified
7
Send proposal
Proposal Sent
7
Follow-up + objection handling
Closed Won
0
Kickoff + onboarding
Closed Lost
0
Log reason; recycle date
There are no rows in this table
⁠
FabricHub_Sales_Automations
Rule Name
Trigger
Condition (Coda formula-ish)
Action
Owner
Notes
Nudge: Proposal aging
Daily at 9:00 AM
Stage = "Proposal Sent" AND DaysBetween([Last Stage Change], Today()) >= 7
Post task: “Follow up on proposal” + Draft email note into record; notify Owner
Prevents stalled deals; weekly reminder until stage changes
Auto-Score: New lead enrichment
On new row added
IsBlank([AI Lead Score])
Call AI pack to enrich company size/industry; update AI Lead Score (Hot/Warm/Cold)
Uses website + LinkedIn; sets Score % and label
Nudge: Stale conversation
Daily at 9:00 AM
Stage = "Conversation Opened" AND DaysBetween([Last Contacted], Today()) >= 5
Add task: “Send value add note / case study”; notify Owner
Keeps momentum and qualifies fast
Escalate: Hot lead no meeting
Hourly
"Hot" IN [AI Lead Score] AND IsBlank([Next Meeting Date]) AND DaysBetween([Created On], Today()) >= 3
Slack/Email alert to Owner + create 15‑min hold on calendar
Converts intent quickly
Forecast: Weekly rollup
Fridays at 4:00 PM
True()
Summarize pipeline by Stage + weighted revenue; email weekly forecast
Uses Score % as weight or Stage weight
Auto-close lost (quiet loss)
Daily at 6:00 PM
DaysBetween([Last Contacted], Today()) >= 30 AND NOT(Stage = "Closed Won") AND NOT(Stage = "Closed Lost")
Set Stage to "Closed Lost"; Reason = "No response"; notify Owner
Keeps pipeline clean; can be reversed manually
On Win: Spin up onboarding
On row change
Stage changed to "Closed Won"
Create Client record + kickoff checklist; schedule welcome email
Connects Sales → Delivery automatically
There are no rows in this table
⁠

📌 Fabric Hub – Sales Module: Essential Automations

Proposal Aging Nudge
Trigger: Daily at 9:00 AM
Condition: Stage = “Proposal Sent” AND ≥ 7 days since last stage change
Action: Create task → “Follow up on proposal”; notify deal owner
Stale Conversation Reminder
Trigger: Daily at 9:00 AM
Condition: Stage = “Conversation Opened” AND ≥ 5 days since last contact
Action: Add task → “Send case study/value note”; notify deal owner
Auto-Close Quiet Loss
Trigger: Daily at 6:00 PM
Condition: ≥ 30 days no contact AND not already Closed Won/Lost
Action: Move deal → Closed Lost; Reason = “No response”
On Win → Client Onboarding
Trigger: On row change
Condition: Stage changes to “Closed Won”
Action: Auto-create client record + onboarding checklist; schedule welcome email
Weekly Forecast Rollup
Trigger: Friday at 4:00 PM
Condition: Always
Action: Email/Slack summary: “Pipeline totals $X; forecast $Y; top 3 likely wins are {deal names}.”
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This pared-down set gives you:
Follow-up discipline (no stalled proposals or conversations)
Pipeline hygiene (auto-closes dead leads)
Smooth handoff (sales → onboarding)
Visibility (forecast every Friday)
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