What Action Plans is for

Action Plans turns your open pipeline into a short, ranked list of things to do this week. Summit53 scores your open opportunities, picks the ones that most need attention and suggests a next step for each. Tasks you add yourself, follow-ups from meetings and value actions from your accounts sit in the same list, so you work from one place.

The page has two views, switched with the toggle at the top:

My Actions — your own weekly plan.
Team Actions — a read-only summary of the other members’ plans in your organisation.

Quick start

Open Action Plans (see How to get there). Your plan loads in My Actions.
Read the cards from the top. They are sorted by priority, highest first.
Click the chevron on a card to see Use Prompt, Snooze, Skip and the link to the record.
Use Use Prompt to draft an email for an opportunity action, then Copy to Clipboard and send it from your own email.
Click Complete when the action is done. Watch the Your Progress panel update.
Click Add Task to put your own to-dos in the same list.

How to get there

The page lives at /crm/weekly-action-plan and sits in the Deals area. You can reach it in several ways:

Deals tab bar — on Deals pages a tab bar shows Command Centre, Risk Signals and Action Plans. Click Action Plans. You can get to the tab bar from Risk Signals in the sidebar.
Team → Team Actions — leaders use this sidebar item. It opens the page on the Team Actions view; switch to My Actions for your own plan.
My Engine — in the Today Rail, View full action plan (next to TOP ACTIONS) opens your plan. Clicking an action title opens the plan with that action highlighted. The Weeks remaining tile also opens the plan. See the My Engine guide.
Command Centre — the Top Priority Actions panel shows up to five of your open actions with their urgency and points. Use View full action plan to open the page, or Team Action Plans to open the Team Actions view.

My Actions

The header

The header card shows:

Weekly Action Plan — the page heading.
Week of — the Monday of the week the plan belongs to.
Generated on — when this week’s plan was first created.
Add Task — opens the task form (see Tasks).
Refresh Plan — regenerates the AI actions now.

Below the buttons, a sentence describes the list as “Your personalized, AI-prioritized action list for the week.”

How your plan is created

You don’t need to create a plan. If you have none, Summit53 builds one the first time you open the page. The page’s own tip notes that new plans are generated every Monday morning.

To build the AI actions, Summit53:

Takes your open opportunities (the 20 largest by amount if you have more).
Scores each one from 0 to 100, starting at 50 and adding or subtracting points for the factors below.
Keeps the top six as AI actions, each with a risk, a suggested next step and a due date equal to the opportunity’s close date.

The scoring factors are:

Deal Size — larger amounts score higher.
Close Date — deals closing within 60 days score higher; overdue deals lose a little.
Framework Gaps — weak or missing qualification evidence scores higher.
Contact Freshness — a stale champion or economic buyer scores higher.
Last Activity — the longer since the last activity, the higher the score.
Forecast Category — Commit and Best Case deals score higher.
Strategic Deal — opportunities flagged as strategic get a boost.
Deal Quality — a high qualify-out score lowers the priority.
AI Insights — when your organisation has a trained model, urgent AI-detected issues add points.

Refresh Plan

Click Refresh Plan when your pipeline has changed and you want new priorities. The button shows Refreshing... while it works, and the list updates when it finishes. This can take a little while; you don’t need to reload.

A refresh replaces all of this week’s AI actions with a freshly scored set, including AI actions you have already completed. Tasks you added, meeting follow-ups, framework tasks and value actions stay as they are.

The action list

Under the header, Your Top Priority Actions shows a count of this week’s actions and the View All Opportunities button. The list itself is headed Prioritized Actions(“actions prioritized by urgency and impact”). It is sorted by priority score, then urgency, then due date.

Action cards

Each card shows:

Title — the opportunity name, or the account or contact name, or General Task when nothing is linked. A Strategic pill marks strategic opportunities.
Type badge — AI for generated actions, Manual for tasks, Framework for tasks created from a framework insight.
Urgency — High (red), Medium (yellow) or Low (green). For AI actions, High means a score of 75 or more, Medium 40–74 and Low below 40.
Priority: — the 0–100 score. Hover over or click the info icon next to it for a short breakdown.
Confidence badge — on AI actions: High AI, Med AI, Low AI, or Rules when the score uses standard rules only.
Suggested action — the next step, such as “Review proposal and address concerns”.
A short opportunity description, Notes: when a task has notes, and Risk: when there is a risk summary.
Context line:
- What the action is linked to: Account •, Contact •, Meeting • or General task.
- Close: and Due: dates.
- How many days ago the deal was last touched.

AI actions use one of these suggested steps:

Validate business impact with metrics
Identify and engage Economic Buyer
Develop internal Champion
Re-engage key stakeholders
Reassess timeline and close date
Finalize closing plan and address blockers
Complete qualification and discovery
Validate solution fit and requirements
Review proposal and address concerns
Finalize terms and handle objections
Check in and maintain momentum

Typical risks include “Missing Economic Buyer”, “Missing 7 key components”, “Stale champion contacts”, “Overdue, needs reassessment”, “Closing soon, needs attention” and “Needs regular check-in”.

Card controls

Complete — always visible until the action is completed. Completed cards turn grey with the title struck through.
Chevron — expands the card to show:
- Use Prompt — only for actions linked to an opportunity.
- Snooze and Skip.
- A link to the record: View Opportunity, View Account, View Contact or View Meeting.

The expanded card also lists Stage:, Amount: and Due Date: where they apply.

Scoring breakdown

Expanded AI actions show Why Priority Score with:

The Base Score and Total Adjustments.
Each factor under AI Insights and Standard Factors, with its points and a one-line reason.
Any AI-Detected Issues.

Use it to see why one deal outranks another.

Links that open a specific action

Some links open the page with one action already selected: the action titles in My Engine’s Today Rail, and Open action after you add a meeting follow-up. The page scrolls to that card, expands it and highlights it with an orange outline.

The Your Progress panel

The panel beside the list shows:

Completion — completed actions as a percentage of all actions in this week’s plan. Snoozed and skipped actions count as not done.
Tasks Done — completed actions out of the total.
high-priority items — how many actions have High urgency.
Top Priorities — up to three High-urgency actions not yet completed.
Upcoming Closes — up to three actions not yet completed whose deals close in the next 30 days, with “Closing in … days” and the amount.
Pro Tips — three short reminders.

View All Opportunities

Click View All Opportunities to swap the action list for Your Open Opportunities. This lists all your open opportunities, largest first, with:

The amount.
The account.
The Close: date.
The stage.
A button that opens the opportunity.

Click Show Priority Actions to return.

Use Prompt

Use Prompt drafts outreach for an opportunity action. The draft is based on the deal, the account, recent activity and your Knowledge Base. Nothing is sent for you.

Expand the card and click Use Prompt. The window shows Generating prompt... while it works.
Review the draft. The window shows:
- The opportunity and the action.
- Collapsible Organization Description, Account Description and Opportunity Description sections.
- The draft itself.
- When Knowledge Base content was used, a Grounded in your Knowledge Base footer that links each source.
To change the style, pick an Email Tone: Professional, Casual, Formal, Technical or Direct. The draft regenerates.
Click Copy to Clipboard, or the copy icon on the draft. The button shows Copied!
Paste the draft into your email, edit it and send it yourself. Click Close when you’re done.

Team Actions

Leaders reach this view from Team → Team Actions, or by switching the toggle to Team Actions. The heading is Team Action Plans. It shows the latest plan of each other member of your organisation (your own plan is under My Actions). The view is read-only: you can’t complete or change a member’s actions from here.

Summary tiles

Team Members — how many members have a plan in the view.
Avg Completion and Success Rate — completed actions as a percentage of all team actions.
Total Actions — all actions, with the number done.
At-Risk Deals — High-urgency actions linked to an opportunity, across the team.
Missed Actions — open actions on plans more than a week old, which means those members have no plan for this week yet.

When there are at-risk deals, a banner reads: “n deals need immediate attention. Review flagged opportunities to prevent potential losses.”

Search, filter and sort

Search team members... — matches username or email.
All Members / At Risk / On Track — At Risk means completion below 50% or at least one at-risk deal; On Track is everyone else.
Sort by Completion (lowest first), Sort by Risk (most at-risk deals first) or Sort by Name.
Export — downloads the summary and the currently filtered members as a JSON file.
Refresh — reloads the data.

Member cards

Each card shows:

The member’s name and email.
A Progress bar with the completion percentage.
Tasks (done out of total), Urgent (High-urgency actions) and At Risk (at-risk deals).
Week of — the plan’s week.
missed actions from previous week — only when the member’s latest plan is from an earlier week.

The left edge is colour-coded:

Red — completion below 30% or more than two at-risk deals.
Orange — completion below 50% or any at-risk deal.
Green — otherwise.

Click View Details to expand the card. It shows:

All Opportunities — up to 15 of the opportunities in the member’s plan, largest first. Each one links to the opportunity.
At-Risk Opportunities:
- An Addressed or Pending pill.
- The risk and the Action: line.
- View Opportunity.
If there are none, you’ll see No at-risk deals.

Click Hide Details to collapse it.

To follow up with a rep, open the opportunity from their card, or use the Coaching dashboard.

Tasks

Tasks are actions you or your workflows add, as opposed to the AI actions Summit53 generates. They appear in your plan alongside the AI actions and are sorted by the same rules.

Add Task on the Action Plans page

Click Add Task in the header. The Create Task form opens.
Fill in the form:
- Task Description (required, for example “Schedule discovery call”).
- Urgency — Low, Medium or High. The default is Medium.
- Priority — a 0–100 slider. The default is 50.
- Due Date (optional).
- Notes (optional).
Click Create Task (it shows Creating...). The plan reloads with your task, badged Manual and titled General Task, because tasks created here aren’t linked to a record.

If you leave the description empty you’ll see “Task description is required”. If saving fails you’ll see “Failed to create task”.

From an opportunity’s Activity tab

Open the opportunity and go to the Activity tab.
In the composer, choose the Task pill and describe what needs to happen next.
Set the task details:
- Due — defaults to one week ahead.
- Urgency — Low, Medium or High, which sets the priority to 30, 50 or 80.
- Optional notes.
Click Add task, or press ⌘/Ctrl+Enter.

The task is linked to the opportunity and appears in your plan. It also appears in the Taskscard on the Activity tab, with its status, due date and urgency. See the opportunity detail guide.

From a playbook

Playbook action cards, such as those in the Pipeline playbook, have an Add Task button (tooltip “Add to action plan”). Clicking it adds the action to your plan as a Manual task, with the card’s description in the notes. The button then reads Added.

Meeting follow-ups

Go to the Meetings hub and find the meeting on the Agenda or Preparation tab.
Click Add follow-up.
Enter a concrete follow-up action and a due date. The due date defaults to tomorrow.
Click Add to plan. You’ll see “Follow-up added to your action plan.” Click Open action to jump to it.

In your plan, the card shows Meeting • with the meeting title and a View Meetinglink. When the meeting is linked to one of your opportunities, the task is linked to that opportunity too.

Value actions on accounts

Value & Impact assessments can generate Value recovery and Expansion handoffactions. They appear in the assigned owner’s plan. On the account, the Contracts & Valuetab lists them under Generated value actions, with:

Urgency.
Status.
Owner:
Due date.
Priority.

Use Weekly plan to open Action Plans. See the Value & Impact guide.

Completing, snoozing and skipping

Complete — marks the action done and counts it towards Completion. You can also complete an action with the tick button in My Engine’s Today Rail.
Snooze — marks the action Snoozed. It stays in this week’s list and isn’t counted as done; you can still complete or skip it.
Skip — marks the action Skipped when it isn’t relevant. It stays in the list and isn’t counted as done; you can still complete or snooze it.

These are the only changes you can make. You can’t edit a task’s description, urgency, priority, due date or notes after you create it. You can’t delete it or reopen a completed action either. If a task is wrong, skip it and add a new one.

What carries over to next week

When the new week’s plan is created, Summit53 copies in the manual tasks that are still Pending in last week’s plan. This includes tasks from Add Task, the Activity tab, playbooks and meeting follow-ups.
Copied tasks keep their details, and [Rolled over] is added to the start of the notes.
Only the immediately previous week is checked.
Completed, snoozed and skipped tasks are not carried forward.
AI actions are not carried forward; the new plan gets freshly scored ones.

Loading, empty and error states

Loading weekly action plan... — shown while your plan loads.
No Weekly Action Plan Found — your plan has no actions, for example because you have no open opportunities. The Generate Weekly Plan button (Generating Plan...while running) builds the plan again.
Error banners:
- “Failed to refresh your weekly action plan. Please try again.”
- “Failed to update action item. Please try again.”
- “Failed to load all opportunities.”
- “Failed to load prompt template. Please try again.”
- “Failed to regenerate prompt with the selected tone.”
Use Prompt without a draft shows “No prompt template available. You can still follow up on this action manually.”
Loading team action plans... — shown while Team Actions loads.
Team Actions empty states:
- “No team members match your filters.” when a search or filter hides everyone.
- “No team action plans found for the selected week.” when no other member has a plan yet.
Team Actions errors:
- “You are not authorized to view team action plans.”
- “You do not have permission to view team action plans.”
- “Failed to load team action plans. Please try again.”

Troubleshooting

My plan shows only tasks and no AI actions. Click Refresh Plan. If you still get no AI actions, check that you own open opportunities.
A completed AI action is open again. Refresh Plan replaces every AI action for the week. Refresh before you start working through the list, not part-way through.
There’s no Use Prompt button. It only appears on expanded cards that are linked to an opportunity and not completed.
I can’t see Add Task. The button is in the header, which isn’t shown on the empty plan screen. Add a task from an opportunity’s Activity tab or from a meeting instead.
A task I added is missing from this week. Only tasks still Pending last week carry over. Snoozed and skipped tasks don’t.
A teammate is missing from Team Actions. They need a plan; ask them to open Action Plans once. Also clear any search or filter.

Action Plans: Your Weekly Priorities, Team Actions & Tasks