CRM
Dormant Account Cohort Builder with Recency Scoring
Scans Salesforce for accounts with no activity in 90+ days, scores each by last-touch recency and historic value.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule
- ActionQuery stale Salesforce accounts (LastActivityDate > 90d)Salesforce
- LogicScore by recency, lifetime value, open pipeline
- LogicKeep accounts above reactivation threshold
- ActionAdd scored accounts to Salesforce campaignSalesforce
- OutputPost cohort summary to SlackSlack
What it does
Nightly, this workflow finds Salesforce accounts that have gone quiet, computes a recency score for each, and assembles a ranked reactivation cohort attached to a Salesforce campaign your reps can work from.
When to use it
Run it when you want a repeatable, defensible list of who to re-engage instead of a one-off manual export. Ideal for RevOps teams that need the cohort refreshed automatically and tied to a campaign for attribution.
How it works
- 1A nightly schedule fires the run.
- 2Query Salesforce for accounts whose `LastActivityDate` is older than 90 days and whose status is still Active.
- 3A scoring step ranks each account by days-since-last-touch, lifetime value, and open pipeline, producing a 0-100 recency-weighted score.
- 4A filter keeps only accounts scoring above the reactivation threshold.
- 5Create or refresh a Salesforce campaign and add the surviving accounts as campaign members with their score stamped on a custom field.
- 6Post a summary of cohort size and top accounts to the RevOps Slack channel.
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.