PERSONAL PRODUCTIVITY
Flag at-risk renewals before the Outlook renewal call
Before a meeting tagged as a renewal, checks Attio deal health and usage signals, and if the account looks at risk.
How it runs
The automated pipeline, trigger to output.
- TriggerRenewal-tagged Outlook event approachingOutlook
- ActionPull account health from AttioAttio
- LogicScore renewal risk and branch
- ActionDraft save-play one-pager with OpenAIOpenAI
- ActionWrite the prep page to CodaCoda
- OutputAlert the account owner in SlackSlack
What it does
When a renewal meeting is coming up, this workflow decides whether the account is healthy or at risk, then branches. Healthy accounts get a light prep note; at-risk accounts get a full save-play one-pager in Coda plus a heads-up to the owner so nobody walks into a renewal blind.
When to use it
Use it for customer success and account management teams who run scheduled renewal conversations and want risk surfaced automatically rather than discovered in the room.
How it works
- 1An Outlook trigger fires when an event whose subject contains "renewal" enters the prep window.
- 2The workflow pulls the matched account's record from Attio: contract value, renewal date, and recent notes.
- 3A logic branch scores risk from deal stage, open support themes, and days since last touch.
- 4If at risk, OpenAI drafts a save-play one-pager (objections, concessions, expansion angle) into Coda.
- 5If healthy, it writes a brief confirmation note instead.
- 6For at-risk accounts it pings the account owner in Slack with the Coda link and the risk reason.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect CodaDocs, packs, automations.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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