Trigger: Scheduled — runs every Monday at 7 AM.
What this automates: Eliminates the weekly manual pipeline review for stalled deals. Every rep starts Monday knowing exactly which deals need attention.
Scheduled trigger fires
Power Automate scheduled flow runs every Monday at 7 AM.
CRM query for stale deals
Queries Dynamics 365 for active opportunities with last activity more than 14 days ago and close date within 60 days.
AI summary generated per deal
Copilot generates a brief summary of the last known interaction for each stalled deal.
Stale deal digest posted to each rep
A Teams message is posted to each rep with deal name, value, close date, and recommended re-engagement action.
Planner tasks created per rep
A Planner task is created for each rep to contact their stale deals by end of day.