Keeping track of proposals without updates is essential to avoid missing opportunities in the pipeline. With Ploomes automations, you can create automatic alerts and ensure more effective follow-up on your deals.
Configuration
1. Access Proposal Automations
Go to Administration > Automations.
Select the Proposal entity.
Click New Automation.
2. Create an Automation to Record the Last Update Date
In the Description field, enter the purpose of the automation.
Example: Populate the Proposal Last Updated Date field.Under Trigger, select When the item is edited.
In this case, you do not need to add a filter, as the automation should run whenever any change is made to the proposal.
3. Define the Date Population Action
Under When triggered, what should the automation do?, select Edit Data.
For the field to be populated, create a new field if it does not already exist.
Example: Last Updated.Set the field type to Date.
Under Value Type, select Days After Automation.
Enter the value 0 so that the field is populated with the current date when the automation is executed.
Finally, click Save to save the automation.
In this case, the value 0 represents the current date. As a result, whenever the proposal is edited, the Last Updated field will be updated automatically.
4. Create the Periodic Alert Automation
Still within the Proposal entity on the Automations screen, click New Automation.
In the Description field, enter the purpose of the automation.
Example: Create an Alert for Proposals Without Updates for 10 Days.Under Trigger, select Periodically.
Configure the automation to run every day.
Set the desired start date and time for the verification.
Example: Start today at 00:00.
5. Configure the Automation Filter
Add the following criteria to identify only proposals whose last update occurred exactly 10 days ago:
Last Updated = Relative Date > Last n Days = 10
Last Updated ≠ Relative Date > Last n Days = 9
This combination is important to ensure that the automation targets only the exact 10-day mark, rather than the entire range of the last 10 days.
6. Define the Alert Action and Configure the Task Details
Under When triggered, what should the automation do?, select Create Task.
You can also choose other actions, such as sending an email or logging an interaction, but in this example, we will use task creation.
Fill in the task fields as needed. For example:
User: Proposal owner
Type: Simple
Title: Proposal Without Updates for 10 Days
Description: Please review this proposal.
Click Save to finish.
For the Due Date, change the value type from Static Value to Days After Automation, and enter the desired value.
Example: 5
In this example, the task will be created with a due date set to 5 days after the automation is executed.
After completing these steps, the automation will check daily for proposals that have gone 10 days without updates and will create the alert task according to the configured settings.
⚠️ This automation can be executed more than once for the same proposal because it always considers the most recent value in the Last Updated field. Therefore, if the proposal is updated again and then remains unchanged for another 10 days, a new alert will be generated.
Did this article help you? Leave your feedback below so we can continue improving our knowledge base. 😊
Still have questions? Feel free to contact our Support team through the platform chat or by email at suporte@ploomes.com.