Add Follower Automation Processor

Overview

The Add Follower automation adds team members as followers to deals when they enter a specific pipeline stage. Followers receive notifications and updates about deal activity.

Source File: queue-manager/queues/deals/automations/follower.js
Triggered By: queue-manager/services/deals/automations.js
Business Impact: MEDIUM - Team collaboration

Processing Logic

sequenceDiagram
    participant AUTO as Automation Service
    participant QUEUE as Follower Queue
    participant DEAL as Deals
    participant USER as Users

    AUTO->>QUEUE: Add automation job
    QUEUE->>USER: Validate follower exists
    QUEUE->>DEAL: Find eligible deals

    loop For Each Deal
        QUEUE->>DEAL: Check if owner or follower
        alt Not Owner & Not Follower
            QUEUE->>DEAL: Add to followers[]
            QUEUE->>DEAL: Mark automation triggered
        end
    end

Key Features

Follower Validation

const followerID = new mongoose.Types.ObjectId(automation.data.follower);
const followerData = await User.find({
  _id: followerID,
  account: automation.account_id,
}).lean();

if (!followerData) {
  throw new Error('Follower does not exist.');
}

Duplicate Prevention

// Check if user is already owner
if (deal.owner.toString() === followerID.toString()) {
  throw new Error('Already an owner.');
}

// Check if user is already a follower
if (deal.followers.find(u => u.toString() === followerID.toString())) {
  throw new Error('Already a follower.');
}

// Add follower
deal.followers.push(followerID);
deal.last_updated_by = userID;
await deal.save();

Collections Used

Input: deal-automation
Validation: user
Query: deal
Update: deal (followers array)

Use Cases

Example 1: Add Manager as Follower

// Automation
{
  stage_id: "negotiation",
  action: "add_follower",
  data: {
    follower: salesManagerID
  },
  delay: 0
}

// Result: Manager follows all deals in negotiation for oversight

Example 2: Add Specialist for Review

// Automation
{
  stage_id: "technical_review",
  action: "add_follower",
  data: {
    follower: technicalReviewerID
  },
  delay: 0
}

// Result: Technical reviewer added to track evaluation progress

Example 3: Add CS Team Post-Sale

// Automation
{
  stage_id: "closed_won",
  action: "add_follower",
  data: {
    follower: customerSuccessRepID
  },
  delay: 0
}

// Result: CS team member added for onboarding handoff

Follower Benefits

What Followers Receive

• Activity Notifications: Updates on deal changes
• Email Notifications: Optional digest emails
• Access: Can view deal details
• Collaboration: Can add notes, tasks
• History: See all deal activity

Why Auto-Add Followers?

• Cross-Functional Visibility: Keep relevant teams informed
• Stage-Specific Oversight: Add managers at critical stages
• Handoff Management: Prepare next team for deal transition
• Compliance: Ensure stakeholders track deals

Error Handling

Common Errors

1. Follower Doesn't Exist: Invalid user ID
2. Already Owner: User owns the deal
3. Already Follower: User already following
4. Permission Error: User lacks access

Error Response

{
    deal: dealID,
    follower: followerID,
    message: "Already a follower.",
    additional_info: {...}
}

Performance

Execution Time: 150-350ms per deal
Complexity: LOW
Lines of Code: 162