MalleableMalleable
Customer onboarding

Post-sales implementation heartbeat

Malleable keeps post-sales migrations moving after the sale: it turns the handoff into a living plan, drafts the next customer touch, runs pulse checks, and gives the solutions lead a focused review packet before updating the plan.

Malleable Workflow
I need every closed-won Salesforce deal turned into an implementation plan, with the checklist and customer follow-ups drafted from the sales handoff and our Notion migration docs.
Done. I built the workflow below with stages, handoffs, and integrations.
Start
Entry point to workflow
Entry Point
Closed-won opportunity or implementation request

Capture Handoff

Read CRM notes, kickoff context, buyer promises, and required migration milestones.

Salesforce
Pulls opportunity notes, buyer promises, and handoff fields from the CRM.
Notion
Pulls migration docs and kickoff notes into the handoff.

Build Migration Plan

Create checklist, owners, deadlines, and customer-facing next steps.

Notion
Creates the migration checklist with owners, deadlines, and customer steps.

Run Pulse Checks

Draft check-ins, nudge owners, and collect status before each review.

Gmail
Drafts customer check-ins and reminder emails.
Slack
Nudges internal owners before each pulse review.

Review Drift

Ask the solutions engineer to approve changes when scope or timeline shifts.

Slack
Sends the drift review request to the solutions lead.

Apply Scope Update

Revise plan, owners, and timeline using the approved pulse-check decision.

Salesforce
Updates the opportunity with approved scope and timeline changes.
Notion
Revises the implementation plan with the approved decision.

Send Revised Recap

Send revised customer recap and log the approved implementation change.

Gmail
Sends the revised recap and implementation-change note to the customer.
Waits
Handoff to resume workflow
Review Drift Review
Ask the solutions engineer to approve changes when scope or timeline shifts.
Complete
Reading the CRM handoff and migration notes...
How It Works
  1. 1Capture Handoff: Read CRM notes, kickoff context, buyer promises, and required migration milestones.
  2. 2Build Migration Plan: Create checklist, owners, deadlines, and customer-facing next steps.
  3. 3Run Pulse Checks: Draft check-ins, nudge owners, and collect status before each review.
  4. 4Review Drift: Ask the solutions engineer to approve changes when scope or timeline shifts.
  5. 5Apply Scope Update: Revise plan, owners, and timeline using the approved pulse-check decision.
  6. 6Send Revised Recap: Send revised customer recap and log the approved implementation change.

Why This Works Better with Malleable

Start simple, improve over time

You just describe what you want to happen. The workflow integrates everything—no separate forms, brittle automations, or AI copilots to wire together. Iterate on your process without rebuilding.

No separate systems to integrate

The diagram you see is what executes. AI reasoning, data handling, and notifications all happen as part of the workflow—not as separate automations you need to configure.

Results

  • Migration plan stays current
  • Customer follow-ups go out with context
  • Solutions engineer reviews a complete pulse-check packet

Integrations

SalesforceNotionGmailSlack

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