Catch Every At‑Risk Sales Deal using Power Automate
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Details
Catch Every At-Risk Sales Deal using Power Automate
In this live build, you’ll learn how to turn risky deal conversations hiding in Outlook into a simple, always up‑to‑date SharePoint list that lives in a Teams channel with your boss.
We’ll use Power Automate to scan for red‑flag emails, log key deal details automatically, and surface the list in Teams so Monday forecast reviews start with a clear view of every at‑risk opportunity.
This is for:
- Sales leaders who want every at-risk deal visible in one place each week
- Managers who review forecasts and need clear deal risk tracking
- Teams that currently rely on scattered Outlook conversations to flag deal issues
- Anyone who wants leadership aligned on risky opportunities before Monday forecast reviews
What we'll cover:
- Scan Outlook emails for red-flag keywords like stalled, blocked, pricing issue, or legal delay
- Automatically log risky deals into a SharePoint list with key fields like account, owner, risk type, and next step
- Surface the live SharePoint list inside a Teams channel and post a weekly summary before forecast calls
🗓 Wednesday, March 11th
⏰ 12:00 PM EST
📍Click here to join us live on LinkedIn!
Hosted By AI Workforce Academy
AI Workforce Academy helps organizations build real, in house AI capability. We help design, deploy, and govern AI use cases that support business outcomes.
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