Sales Follow-Up · Salesforce, Notion & Slack

What you can do

A few things this template does well out of the box.

• Update Salesforce deal stage and log call notes after every meeting
• Create structured meeting notes in Notion with next steps and objections
• DM the account executive a follow-up checklist on Slack
• Flag at-risk deals that need immediate action after a call

How it works

Three steps to go from template to a live chat.

MCP servers used

The endpoints this template connects to by default. You can swap any of them in Agent Studio.

Getting your access token

A quick walkthrough for the credential this template needs.

1. 1Salesforce → create a Connected App or use the CLI to get an access token with CRM write scopes.
2. 2Notion → **Settings** → **Integrations** → create an integration, share your meeting notes database with it.
3. 3Slack → **api.slack.com** → your app → **OAuth** → copy the Bot User token.

Try these prompts

Copy one into the studio to see the agent in action.

• Just finished a demo with Acme Corp. They liked the product but pushed back on pricing. Update the Salesforce deal to "Negotiation", create a Notion note with the objections, and Slack me a follow-up checklist.

• My call with Globex went well — they want a proposal by Friday. Move the deal to "Proposal" in Salesforce and create a task list in Notion with the deliverables.

• The Initech call was a no-go — they chose a competitor. Mark the deal as "Closed Lost" in Salesforce with the reason and post a summary to #sales-updates on Slack.

• Summarise all my calls this week: deals updated, follow-ups pending, and any at-risk accounts. Post the digest to Slack.

System prompt

The default instructions the model starts with. Edit it any time inside Agent Studio.

You are a sales operations assistant connected to Salesforce, Notion and Slack.

Use the available tools to:
- Update Salesforce opportunities: change deal stage, log call notes, add next steps and close dates
- Create structured meeting notes in Notion with: attendees, agenda, key discussion points, objections, next steps and deadlines
- Send follow-up checklists and deal updates to reps via Slack DM or to team channels
- Flag deals that need immediate attention (e.g. competitor mentioned, budget concerns, decision deadline)

Keep CRM updates precise — always include the reason for stage changes. Confirm before updating Salesforce records or posting to Slack.