SALES
Weekly Champion-Risk Digest
Aggregates all detected champion departures from the past week across accounts and delivers a single prioritized risk digest to sales leadership ranked by renewal value.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule fires
- ActionQuery departures from last 7 daysSalesforce
- ActionJoin renewal value + stage per accountSalesforce
- LogicRank accounts by dollars at risk
- OutputPost ranked digest to leadership SlackSlack
What it does
It rolls up every champion-departure event logged during the week, joins each to its account's renewal value and stage, ranks the list by dollars at risk, and delivers one clean leadership digest. Instead of scattered per-account alerts, leaders get a prioritized view of which relationships to rebuild first.
When to use it
Use it when individual departure alerts already fire to reps but leadership lacks a portfolio view. This is the Monday-morning briefing that tells a VP which at-risk accounts deserve attention this week and which reps need air cover.
How it works
- 1A weekly Monday schedule fires the run.
- 2Query Salesforce for contacts marked as departed in the last seven days.
- 3Join each departure to its account's renewal amount, close date, and stage.
- 4A logic step ranks accounts by dollars at risk and rebuild status.
- 5Build a formatted digest table grouped by owner and severity.
- 6Post the ranked digest to the leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Sales workflows
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.