Automating Opportunities

In this Article:

Step 1: Identify Repetitive Tasks

Step 2: Design Automated Workflows

• Navigate to the "Automations" section in your Adaptive AI dashboard.
• Click on "Workflows" to access the workflow builder.
• Click on "Create New Workflow" to start building your automated workflow.
• Give your workflow a descriptive name that reflects its purpose.

Step 3: Choose a trigger event. This could be an action taken by a lead, such as filling out a form, clicking on a link, or reaching a certain stage in the sales pipeline.

Opportunity triggers

1. 1Opportunity status changed: Trigger a workflow on the basis of updating an opportunity's status. Opportunities can be filtered on the basis of any of the standard or custom fields linked to that opportunity.
2. 2Opportunity Created: Triggering workflows on the basis of creation of an opportunity. This trigger can be filtered on the basis of any standard or custom field linked to the opportunity being created.
3. 3Opportunity Status Changed: Filters opportunities where there has been a change in status
4. 4Stale Opportunities: Filter opportunities where there has been no change for <X> days and these opportunities can also be filtered basis different standard and custom fields.
5. 5Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields.

Step 4: Add Workflow Actions

Add actions to the workflow that will be performed automatically when the trigger event and conditions are met. These actions could include finding an opportunity linked to a contact, creating a new opportunity, updating opportunities and so many more.

Find the complete list of actions and how they work here

1. 1Create Opportunity: Allows you to create opportunities with the mentioned values for the opportunity that gets triggered. You can update multiple fields like: Pipeline, Pipeline Stage, Opportunity Name, Opportunity Source, and also Opportunity Status along with Lost reason, and many more.
2. 2Remove Opportunities: Allows you to remove the filtered out opportunity from a certain pipeline.
3. 3IF/ELSE: You can also fork the workflow basis a certain condition. Please note you can only use opportunity fields in the filter if you have an opportunit y-based trigger in the workflow. All standard and custom fields can be used to filter the branch in this stage.

Step 5: Test and Refine

• Once you've created your automated workflow, test it to ensure that it functions as intended.
• Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly.
• Monitor the workflow's performance and gather feedback from team members to identify any areas for improvement.
• Make any necessary adjustments or refinements to the workflow based on testing and feedback.

Step 6: Activate the Workflow

1. 1Once you're satisfied with the performance of your automated workflow, activate it to start automating your sales processes.
2. 2Adaptive AI will automatically trigger the workflow whenever the specified conditions are met, ensuring that repetitive tasks are handled efficiently and consistently.

Other Important Links

Opportunity Workflow Triggers

Opportunity Workflow Actions