CRM
At-Risk Renewal Early-Warning Slack Alert
Watches Attio for accounts with an upcoming renewal that have gone dark, and posts a prioritized at-risk alert to the CS team's Slack channel before the contract lapses.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionQuery Attio for accounts with renewals in the windowAttio
- LogicKeep only the dormant ones; rank by ARR and urgency
- OutputPost ranked at-risk digest with owner mentions to SlackSlack
What it does
This workflow catches the dangerous overlap of two signals — a renewal date approaching and the account having gone silent — and raises it to the customer success team in Slack while there's still time to act.
When to use it
Use it when silent accounts near renewal are your biggest churn risk. It's an early-warning radar, not an outreach engine: it surfaces the right accounts to the right humans at the right moment.
How it works
- 1A schedule fires each morning.
- 2The workflow queries Attio for accounts whose renewal date falls inside the warning window (e.g. next 60 days).
- 3A logic step filters that list to only accounts with no activity in the dormancy window, then ranks them by ARR and days-until-renewal.
- 4It composes a digest: top at-risk accounts, owner, renewal date, and last touch.
- 5It posts the ranked alert to the CS Slack channel, @-mentioning each account owner so ownership is unambiguous.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 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.
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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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