Step 1 — Pull every open deal (read-only)

Pull all open deals: current stage, amount, close date, next step field, and how long the deal has sat in its current stage (time-in-stage). Read-only — no field on the deal is changed in this step.

Step 2 — Pull activities per deal (read-only)

Pull logged calls, emails, meetings, and notes per deal, with timestamps. This is the basis for the staleness check in Step 4.

Step 3 — Pull tasks per deal (read-only)

Pull open tasks tied to each deal, with due dates. A task past its due date with no completion is overdue.

Step 4 — Apply the four hygiene rules

Evaluate every open deal against all four independently — a deal can trip more than one:

Rule	Trip condition
Stale	No logged activity (call, email, meeting, note) in the last {{stale_days}} days
Incomplete	Missing next step, missing close date, or both
Stalled	No stage change in the last {{stall_days}} days
Overdue task	At least one open task past its due date

Step 5 — Write the hygiene flag (the only write)

For every deal that trips at least one rule, write the internal hygiene-flag field on the deal noting which rule(s) tripped and the date. This is the only field the agent ever writes — never the stage, the owner, or the amount. Deals that trip no rule get their flag cleared if previously set.

Step 6 — Nudge the owning rep in Slack

For each flagged deal, send the owning rep a Slack nudge naming the deal, which rule(s) tripped, and the concrete action needed:

Rule tripped	Nudge action
Stale	Log the last touchpoint or make contact today
Incomplete	Set the missing next step and/or close date
Stalled	Move the deal forward or note why it hasn't
Overdue task	Complete or reschedule the task

Group multiple flagged deals for the same rep into one message rather than one message per deal.

Step 7 — Escalate the day's worst to {{escalation_channel}}

After all rep nudges are sent, rank flagged deals by:

Number of rules tripped at once (most rules first).
Deal amount at risk (largest first, as a tiebreaker).
Days since last activity (longest first, as a second tiebreaker).

Post the top offenders to {{escalation_channel}} in one message: deal name, owning rep, amount, which rules tripped, and days since last activity. Post exactly once per run.

Pipeline hygiene rules