CRM
Reactivation Cohort Export to BigQuery for Analysis
Snapshots the weekly dormant-account reactivation cohort from Salesforce with recency scores into BigQuery.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionQuery dormant cohort with scores from SalesforceSalesforce
- LogicNormalize rows, stamp snapshot date and run ID
- ActionAppend snapshot to BigQuery history tableBigQuery
- OutputConfirm snapshot to analytics Slack channelSlack
What it does
This workflow makes reactivation measurable. Every week it captures the dormant cohort and its recency scores from Salesforce, then appends a timestamped snapshot to a BigQuery table. Over time that table becomes a history of who was dormant, how cold, and whether they came back — the dataset you need to prove (or disprove) that win-back motions work.
When to use it
Use it when leadership asks 'does our reactivation program actually recover revenue?' and you have no longitudinal data to answer. It builds the analytics backbone without manual CSV exports, and feeds dashboards or cohort-retention queries.
How it works
- 1A weekly schedule starts the snapshot.
- 2Query Salesforce for the current dormant cohort with last-activity dates, owner, value, and reactivation score.
- 3A transform step normalizes the rows and stamps a snapshot date and run ID.
- 4Append the snapshot to the BigQuery reactivation-history table.
- 5Post a confirmation with row count and snapshot date to the analytics Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect BigQueryDatasets, queries, schemas.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.