Can I set different stale thresholds for different pipeline phases?

Yes. Use IF nodes to apply different rules per phase. For example, pursuits in Qualify might be flagged after 7 days without activity, while pursuits in Capture might get 30 days. You define the thresholds that match your process.

Will it automatically archive expired pursuits?

It can. You decide whether to auto-archive (using the phase_change action node) or just flag for manual review (using notifications). Most teams prefer flagging first and archiving only after a grace period with no action.

Who it's for: BD directors and pipeline managers at government contracting companies who need to maintain pipeline discipline across distributed teams and prevent pursuits from going stale.
What it does: Runs on a weekly or daily schedule. Queries all active pursuits and filters for: pursuits stuck in the same phase for 30+ days, deadlines that have passed, pursuits with no assigned member for 24+ hours. Sends batch notifications and Slack alerts to responsible team members and leadership.
Key outcomes: Zero stale pursuits in the pipeline. Expired opportunities are flagged or auto-archived. Every pursuit has an owner. Pipeline velocity stays healthy.

Keep Your Pipeline Clean with Automated Detection

Pursuits that sit untouched for weeks, expired deadlines that clutter your board, opportunities with no assigned owner — CLEATUS finds them all on a schedule and alerts the right people. Your pipeline stays clean, current, and actionable.

Trusted by 500+ contractors

Stale Detection

Find Pursuits That Are Stuck — Before They're Dead

A weekly scheduled workflow queries your pipeline for pursuits that have been in the same phase for more than 30 days without activity. It sends a batch notification to the assigned BD leads with a list of stale items and recommended actions — advance, archive, or re-engage.

Weekly scan for pursuits stuck in the same phase 30+ days

Batch notifications to assigned BD leads

Escalation to leadership if stale after 60+ days

Configurable thresholds per phase (Qualify vs Capture vs Proposal)

CLEATUS scheduled workflow detecting stale pipeline pursuits

Pipeline Hygiene

Auto-Archive Expired Opportunities and Flag Unassigned Pursuits

A daily scheduled workflow sweeps for expired deadlines and unassigned pursuits. Expired items can be auto-archived or flagged for review. Unassigned pursuits trigger an alert to the BD director within 24 hours. The result: a pipeline that reflects reality, not wishful thinking.

Daily sweep for expired deadlines and unassigned items

Auto-archive or flag expired opportunities

Unassigned pursuit alerts within 24 hours

Monthly pipeline health digest for leadership

CLEATUS workflow flagging expired and unassigned pipeline pursuits

Ready to Clean Up Your Pipeline?

Detect stale pursuits, expired deadlines, and unassigned items — automatically

Weekly scans for stuck and stale pursuits

Daily sweeps for expired deadlines

Unassigned pursuit alerts within 24 hours

Auto-archive or escalate based on your rules

Pipeline health metrics delivered to leadership

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Workflow FAQ

Frequently Asked Questions

You choose the schedule. Most teams run the stale pursuit scan weekly (Monday mornings) and the expired deadline and unassigned pursuit sweeps daily. CLEATUS supports daily, weekly, and monthly schedules with timezone support.