AI AGENTS
At-Risk Account QBR Escalation Brief
When an account's health score drops in HubSpot, an agent assembles a risk-focused briefing from support and deal history and routes it to the account team in Slack…
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot webhook: health score drops below thresholdHubSpot
- ActionPull deals, ARR, and renewal date from HubSpotHubSpot
- ActionRetrieve recent Intercom conversationsIntercom
- LogicConfirm drop is material (ARR or renewal proximity)
- ActionWrite risk brief and save plan (LLM)OpenAI
- OutputPost brief and tag CSM in SlackSlack
What it does
Catches accounts trending toward churn before the formal QBR and produces a focused escalation brief. Rather than a full review deck, the agent zeroes in on what is going wrong, why, and what the team should do about it, then pushes it to the people who can act.
When to use it
Use this when you want renewal risk surfaced continuously instead of only at quarter-end. It turns a dropping health score into an actionable save plan the same day.
How it works
- 1A HubSpot webhook fires when a company's health score crosses below the risk threshold.
- 2The agent pulls the account's open deals, contract value, and renewal date from HubSpot.
- 3It retrieves recent Intercom conversations to identify unresolved issues and frustration signals.
- 4A logic step confirms the drop is material (high ARR or near renewal) before continuing.
- 5An LLM writes a risk brief: root causes, exposure, and a concrete three-step save plan.
- 6The agent posts the brief to the account team's Slack channel and tags the owning CSM.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect IntercomConversations, contacts, articles.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect OpenAIModels, embeddings, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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