AI Sales Automation That
Keeps Your Pipeline Moving

Trigger emails, tasks, and follow-ups off pipeline stages, tags, or dates. Start from a ready-made recipe or build your own, and let Ace handle the setup.

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+ Quick Add ✓ Today's Outreach ⚑ Pipeline + Ask Ace
JH
Jordan HayesSales Manager
Automations
Workflows and recipes running on autopilot.
Active Workflows
7
Workflows Triggered
77
Emails Auto-Sent
312
Tasks Auto-Created
96
WHENPerson created
Add tag High Priority · Create call: First-touch call
WHENAccount created
Assign owner to Kelsey Armstrong
WHENOpportunity marked won
Send email template: Welcome · new company onboard
WHENDeal sits idle 10+ days
Create task: Check in with contact · notify owner
WHENContract signed
Generate invoice · add tag Onboarding

Start From a Recipe

Pre-built workflows using your own pipeline stages, tags, and team. Click one to open it in the builder.

Trigger on Anything

Deal stage changes, tags applied, or dates reached, any of them can kick off an automation.

Auto-Send Emails & Tasks

Automatically send follow-up emails or create tasks for reps, so nothing slips through the cracks.

Build With Ace

Describe the workflow you want in plain English, and Ace builds the automation for you.

Automations that actually run themselves.

Once it's set up, it just works, no manual follow-ups, no forgotten tasks.

Automations
Active Workflows
9
Actions Triggered
1,284
Emails Auto-Sent Coming soon
Tasks Auto-Created Coming soon
Recipe Library
Stage advance follow-up Active
Rescue a stalled deal Active
Nudge a quiet account Active
Onboard a new customer Active
First touch on a new lead Active
Renewal reminder Active
Coach a rep behind pace Active
Recipe
Rescue a stalled deal

Automatically trigger a task or email when a deal has gone quiet, so nothing falls through the cracks.

Trigger
Deal inactive
Action
Task + Email
1

Pick a recipe

Choose from a library of ready-made recipes built around common pipeline moments, or start from scratch.

2

Set the trigger

Match it to your own stages, tags, or dates. Adjust the email or task it sends to fit your team.

3

It runs itself

Once it's live, the automation fires on its own, every time the trigger condition is met.

A trigger
for however your pipeline moves.

Start from a common trigger, or describe something custom and let Ace build it for you.

Deal Stage Changed

Fires the moment a deal moves

Detects when a deal advances or moves backward between any two pipeline stages.

Deal Gone Idle

Catches deals losing momentum

Detects when a deal has had no activity for a set number of days.

New Lead Created

Catches leads the instant they land

Detects when a new lead is added to the pipeline, from any source.

Contract Signed

Marks the deal officially closed

Detects when a contract or agreement is marked signed on a deal.

Task Overdue

Flags work that's slipping

Detects when a task's due date passes without it being marked complete.

Deal Value Changed

Watches for material shifts in size

Detects when a deal's value is edited above or below a set threshold.

Contact Added to List

Catches new segment membership

Detects when a contact is tagged or added to a specific list or segment.

Meeting Booked

Catches calendar activity

Detects when a meeting or call is scheduled with a contact or deal.

Something custom? Ask Ace.

Describe any trigger and action in plain English, thresholds, conditions, or anything specific to your pipeline, and Ace builds it for you.

"Notify me when a deal over $50K goes idle for 5 days"
"Auto-assign new leads from the website to whoever has capacity"

Ready to stop doing
this manually?

See how Goals.com automates the follow-ups your team keeps forgetting.

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