Promotion Eligibility Agent

I'll track your highest-value open deals and remind reps to apply an active promotion before it expires.

About this agent

Sales teams miss which open deals qualify for a limited-time promotion, and reps miss the window before it expires. This agent syncs qualifying deals to a tracking board and reminds each owner while there's still time to add the promotion.

What you get

Tracking board of qualifying open deals, delivered every morning or when you mention the agent.

Personalized promotion reminders to deal owners, delivered every week or when a new deal qualifies.

Daily sync summary with unmatched items flagged, delivered every morning.

What this agent does

Opens with a dedup and sync sweep

Each morning, the agent clears duplicate records from the tracking board, then pulls open deals from Salesforce that meet your deal-size and account-tier criteria, creating or updating items by a unique deal identifier.

Checks who already has the promotion

In a second pass, it compares each deal's attached products against the promotion's product list to flag whether the promoted item is already included.

Notifies owners the moment a deal qualifies

As soon as a new qualifying deal appears, it messages the deal owner in Slack about the available promotion.

Follows up weekly on deals sitting still

Every week, it re-checks deals that still qualify but haven't added the promotion, and sends a tailored reminder based on deal size and current add-ons.

Closes the loop with a daily summary

It posts a recap of what was added, updated, archived, and matched, plus a log of any unmatched products or users for manual review.