CRM
Daily Reactivation Standup Digest to Slack
Each weekday morning, ranks the top dormant accounts by reactivation score and posts a per-rep Slack digest with last-touch recency.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionQuery dormant accounts with owner and valueSalesforce
- LogicScore reactivation priority by recency and value
- LogicGroup by owner, keep top three each
- OutputDM each owner their call list in SlackSlack
What it does
This workflow produces a focused morning hit-list. It reads the current dormant cohort from Salesforce, ranks accounts by a recency-weighted reactivation score, splits them by owner, and posts each rep a short Slack digest naming the three highest-priority accounts to re-engage and how long they've been silent.
When to use it
Use it to keep reactivation top of mind without a meeting. Ideal for sales teams running a daily standup who want owners to start the day with a concrete, prioritized call list rather than scrolling the CRM.
How it works
- 1A weekday-morning schedule triggers the run.
- 2Query Salesforce for dormant accounts with their owner, last-activity date, and value fields.
- 3A scoring step computes a reactivation priority per account from recency and value.
- 4A grouping step buckets the top accounts by owner and trims each list to the top three.
- 5Send each owner a direct Slack message with their personalized call list and dormancy days.
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.
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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.