Automated Clari Stalled Deal Reviews
Every Monday, WebRun opens Clari, reads every open opportunity in the current quarter with its stage, amount, close date and last activity, pulls out the ones with no activity or no stage movement inside the window you set, writes a pipeline review page in Notion grouped by rep with the biggest stalled deals first, and appends the week's snapshot to Airtable so slippage over time is visible.
How do I find the deals in my pipeline that have stopped moving?
WebRun reads your open Clari opportunities every Monday and pulls out the deals with no recent activity, too long in one stage, or a close date already past. It writes a review page in Notion grouped by rep with the stall reason and value beside each deal, and logs the weekly snapshot to Airtable.
- Pipeline review starts with the list already written
- Every stalled deal carries a named reason and a value
- Deals stalling three weeks running are flagged from the Airtable history
Built for sales leaders · revenue operations · account executives · B2B sales teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.clari.comin a real browser with your saved login - no setup, no API keys. -
1
Clari - find deals with no movement
clari.com
WebRun opens Clari to find deals with no movement. - Open Clari and go to the opportunity view for the current quarter
- Capture each open deal with its name, account, owner, stage, amount, close date, and date of last activity
- Mark any deal with no activity in the last 14 days, any deal in the same stage longer than your stage limit, and any deal whose close date has already passed
- Note deals whose close date has been pushed more than once
- Skip closed won and closed lost
Done when Every open deal is classed as moving or stalled with a reason.
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2
Notion - write the review list
notion.so
WebRun opens Notion to write the review list. - Create this week's pipeline review page in your sales Notion database, dated
- Group stalled deals by owner and sort each group by amount, largest first
- Give the stall reason next to each deal: no activity, stuck in stage, close date passed, or pushed repeatedly
- Add a short header with total stalled value and how it compares with last week
Done when The review page is in Notion, grouped by rep with reasons named.
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3
Airtable - log the weekly snapshot
airtable.com
WebRun opens Airtable to log the weekly snapshot. - Append one Airtable row per stalled deal with the week, the owner, the stage, the amount, and the stall reason
- Keep past weeks so a deal that has stalled repeatedly is easy to spot
- Flag any deal appearing for the third week running
Done when This week's stalled deals are recorded in Airtable with their history.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact customers or reps directly?
No. WebRun writes an internal review page in Notion and a log in Airtable. It never emails a prospect, never messages a rep on their behalf, and never edits a deal in Clari.
What counts as a stalled deal?
No activity in the last 14 days, longer than your limit in the same stage, a close date already in the past, or a close date pushed more than once. You set the windows when you turn it on.
Can it change a forecast or a close date?
No. Clari is read-only for WebRun. Forecast calls, stage changes, and close dates stay entirely with the rep and their manager.
Related templates
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