SUMMARIZATION
VIP Front Escalation Instant Exec Page-Out
Detects escalations from VIP accounts in Front, generates a one-paragraph executive recap, and pages the named account exec via Slack and Salesforce task within minutes.
How it runs
The automated pipeline, trigger to output.
- TriggerFront conversation tagged escalationFront
- LogicFilter: VIP account domains only
- ActionFetch thread + contact from FrontFront
- ActionWrite one-paragraph urgent recapOpenAI
- ActionPage owning exec in SlackSlack
- OutputCreate high-priority Salesforce taskSalesforce
What it does
Filters Front escalations down to only VIP / strategic accounts, then drives an instant response: a crisp one-paragraph recap, a direct Slack page to the owning exec, and a high-priority Salesforce task. It treats top accounts as page-worthy events.
When to use it
Use this for your highest-value accounts where a slow escalation handoff risks the relationship and an exec needs to be in the loop in minutes, not at the next digest.
How it works
- 1A Front conversation is tagged `escalation`, triggering the flow.
- 2A logic check verifies the contact's domain is on the VIP account list; non-VIP exits.
- 3Front returns the thread and contact details for matched VIPs.
- 4OpenAI writes a one-paragraph recap with the single most urgent ask.
- 5The recap is sent as a direct Slack page to the account's exec.
- 6A high-priority follow-up task is created on the Salesforce account.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect SalesforceAccounts, opportunities, cases.
- 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 this workflow in your colony.
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