CRM
Tiered Dormant Reactivation with Slack Approval
Surfaces dormant HubSpot contacts, scores each by deal value and tier, drafts a re-intro only for high-value ones.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled sweep begins
- ActionFetch dormant HubSpot contactsHubSpot
- LogicScore by deal value and drop low-tier contacts
- ActionPull prior Gmail thread for high-value contactsGmail
- ActionDraft re-intro from thread contextOpenAI
- LogicPost to Slack and wait for human approvalSlack
- OutputSend approved message from GmailGmail
What it does
This workflow is a gated reactivation pipeline with a human in the loop. It finds dormant HubSpot contacts, then routes by value: low-tier contacts are skipped, while high-value ones get an AI-drafted re-intro. Each draft is posted to a Slack channel with approve/edit buttons. Only approved messages send from Gmail, so a person always controls what goes out under your name.
When to use it
Use it when reactivation matters but a fully automated send is too risky for your top accounts. Teams that want volume on warm follow-ups without sacrificing the personal touch on whales get speed plus a final human gate.
How it works
- 1A scheduled run kicks off the sweep.
- 2HubSpot returns contacts with no recent activity.
- 3A logic step scores each by deal value and tier, dropping low-value contacts.
- 4Gmail fetches the prior thread for surviving high-value contacts.
- 5OpenAI drafts the re-intro from that context.
- 6The draft posts to Slack for approval.
- 7On approval, Gmail sends the message; rejected drafts are discarded.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect GmailRead, draft, send, label.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
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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