What it does

Use when a user mentions "task completion deal advance", "auto-advance deal on task complete", "task-driven stage progression", or asks for related help. When a task on a deal is completed (proposal sent, contract delivered, demo done), conditionally advance the deal's stage and notify stakeholders — removes the 'forgot to move the deal stage' problem that breaks every pipeline report.

You get

Attribute

AI-Derived Attribute produced by this recipe.

Workflow

Workflow produced by this recipe.

Dashboard

Dashboard produced by this recipe.

How it works

1

Build Task-to-Stage Mapping

create_attribute

Create an attribute on the Task object:

Produces:Attribute

2

Build Auto-Advance Workflow

Create Workflow

Create a workflow firing on task_completed. Step sequence: (1) check whether the task has

Produces:Workflow

3

Build Stage Hygiene Dashboard

Build Dashboard

Compose 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→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.

Produces:Dashboard

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Task Completion Deal Advance

What it does

You get

How it works

Build Task-to-Stage Mapping

Build Auto-Advance Workflow

Build Stage Hygiene Dashboard

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