Advance the deal when a task is done
Moves a deal to the next stage when the task that gates it is completed, so the pipeline report is not wrong because somebody forgot.
Authored by Intempt Technologies
Recipe curators
Agentic workflow
Coming soon3 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.
- 1
Map tasks to the stage they gate
Coming soonBlu builds a step
- 2
Move it forward, never back
Coming soonBlu builds a step
- 3
Audit the mapping
Coming soonBlu builds a step
About this recipe
When to use it
Every pipeline report has been wrong at some point because a rep completed the task but forgot to advance the deal. This closes that gap by advancing the stage automatically when the task itself is done.
What it delivers
When a task on a deal is completed - proposal sent, contract delivered, demo done - conditionally advances the deal's stage and notifies stakeholders.
How you prompt this
Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.
Tell Blu Agent what you want
“Moves a deal to the next stage when the task that gates it is completed, so the pipeline report is not wrong because somebody forgot.”
recipe.md preview
Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.
Inputs & outputs
What the recipe needs before it runs, and what it leaves in your workspace.
Inputs
- Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.
Outputs
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Map tasks to the stage they gateCreate an attribute on the Task object: 'advances_deal_to_stage'. For each task template, define the deal stage that completion should advance to. Examples: 'Send proposal' to advances deal to Proposal stage if currently Demo or earlier; 'Contract sent' to advances to Closing if currently Proposal; 'POC kickoff' to advances to Technical Evaluation. Tasks not on this list don't trigger advancement (they're informational tasks, not stage-gates).
- 02Move it forward, never backCreate a workflow firing on Task completed. Step sequence: (1) check whether the task has 'advances_deal_to_stage' set; (2) look up the linked deal: IF the deal's current stage is earlier than the task's target stage, advance the deal via move_deal_stage; (3) if the deal is already at or past the target stage, skip (no regression, no double-advance); (4) on stage change, post a brief Slack notification to the AE owner ('Deal X advanced to Proposal: task Y completed') so they have realtime visibility; (5) if the advancement skips multiple stages (e.g. Discovery to Closing in one task), require human confirmation: don't auto-skip stages. Use the result of "Map tasks to the stage they gate".
- 03Audit the mappingCompose a stage-hygiene dashboard: stage-advancement rate (deals advanced via task-completion auto-advance vs. manual stage edit by rep), tasks completed without expected stage advance (signal of wrong task to stage mapping, OR rep marking task complete without doing the work), and median time-in-stage by stage (should decrease with reliable auto-advancement). Auditing tool for RevOps to validate the mapping is sane and reps are using tasks honestly. Use the result of "Map tasks to the stage they gate", "Move it forward, never back".
Install Intempt and run it
- 1
Sign up
Create a free Intempt workspace.
- 2
Connect your data
Add the sources this recipe reads from.
- 3
Ask Blu
Type /task-completion-deal-advance in Blu once this recipe is live there.
- 4
Review and approve
Blu builds each step and waits for your OK before anything goes live.
