CRM
Reactivation Program Weekly Outcome Rollup
Aggregates the past week's dormant-account plays from Attio, computes reactivation rate by tier and rep, and posts a leaderboard rollup to Slack so the program stays accountable.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionPull reactivation-enrolled accounts and statuses from AttioAttio
- LogicClassify outcomes; compute rate by tier and rep
- OutputPost leaderboard rollup to leadership SlackSlack
What it does
This workflow closes the loop on the reactivation program. Each week it measures how many dormant accounts were enrolled, how many actually re-engaged, and which reps and tiers are converting, then publishes the scoreboard to the team so the program doesn't run blind.
When to use it
Use it once you have detection and outreach plays running and need to know whether they work. It turns scattered activity into a single weekly accountability artifact for the sales or CS lead.
How it works
- 1A weekly schedule fires the run.
- 2The workflow pulls all accounts enrolled in a reactivation play during the period from Attio, plus their current status.
- 3A logic step classifies each as re-engaged, still dormant, or churned, then computes reactivation rate by tier and by owner.
- 4It builds a leaderboard with week-over-week deltas and flags reps with stalled queues.
- 5It posts the rollup to the leadership Slack channel as a formatted scoreboard with the headline metric on top.
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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