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Deal Won Team Celebration Alert

Close a deal, and the team hears about it — a staged win shout-out plus a kickoff task, before the champagne goes flat.

Best forAgencyB2BSaaSServices
Agents11 required
Duration2-4 minutes

The moment a deal hits Closed Won, this recipe pulls the deal name, value, owner, and company from the CRM, drafts a specific, on-brand celebration message for your designated messaging channel, and builds a post-sale kickoff task in your project management tool with an owner and a due date. Everything is shown at a single review gate first — because a mis-fired public 'we won $250K!' is worse than a slightly slower one. Once your channel, project, and tone are remembered, subsequent wins run nearly hands-off.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Resolve the Won deal(s) and pull name, value, currency, owner, company, and close date from the CRM.

crm scanner
01

Enrich the deal into celebration context — size vs. team average, deal age, notable attributes; halt if not Won or value is empty.

deal analyzer
02

Pick the single most celebration-worthy angle and decide mention style (owner @-mention, @-channel above threshold).

sales insight analyst
02

Draft the channel post: headline, deal, formatted value, owner, company, and a human line tied to the angle, plus one alternate.

message writer
02

Tone-pass the celebration to match the team's stored voice; default warm-but-professional and note the assumption.

brand voice agent
03

Build the kickoff task — title, description with deal owner/contact/value/close date, and a default onboarding checklist.

project brief generator
03

Route the task to the right project/list, assignee, and due date from memory; propose and confirm if the destination is unknown.

task router
04

Present the full staged package (message + task) at a single review gate; write nothing until approved.

workflow orchestrator
04

On approval, coordinate the two writes and route to the right messaging/PM tool (or fallback), assembling the receipt.

distributor
04

Post the approved celebration to the confirmed Slack channel and return the message permalink.

slack channel operations agent
04

Create the approved kickoff task in the confirmed list and return the task URL, assignee, and due date.

clickup workspace orchestrator

Required Agents

11
  • crm-scanner
  • deal-analyzer
  • sales-insight-analyst
  • message-writer
  • brand-voice-agent
  • project-brief-generator
  • task-router
  • distributor
  • slack-channel-operations-agent
  • clickup-workspace-orchestrator
  • workflow-orchestrator

Connections

Required

calendarclickupgmailhubspotslack

Optional

asananotionoutlookgmailcalendar

What it does

  • Detects Closed Won deals and pulls name, value, owner, and company from the CRM
  • Drafts a specific, on-brand celebration post with the deal, value, and closer named
  • Posts to a designated Slack or Microsoft Teams channel with owner @-mention
  • Creates a post-sale kickoff task with assignee, due date, and onboarding checklist
  • Single review gate — nothing posts or is created without approval
  • Grounds superlatives (biggest deal, first close) in real CRM comparisons
  • Remembers channel, project, tone, and value threshold for hands-off reruns
  • Graceful fallbacks: email announcement if no Slack/Teams, task spec if no PM tool

Example prompt

We just closed Acme Corp for $180K — post a win to our #wins Slack channel and set up the onboarding kickoff task for whoever owns it.

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