CRM
Dormant Account Silence-Window Detector
Scans HubSpot for accounts with no logged activity past a configurable threshold and stages them as reactivation candidates in a Coda outreach tracker.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionFetch companies + last-activity dates from HubSpotHubSpot
- LogicCompute days-since-contact, keep accounts past threshold
- LogicSkip accounts already in the queue
- OutputAppend dormant accounts to Coda Reactivation QueueCoda
What it does
Every morning this workflow sweeps your HubSpot companies, calculates how many days have passed since the last logged engagement (email, meeting, note, or call), and flags any account that has crossed your silence threshold. Each newly dormant account is written to a Coda "Reactivation Queue" table with its silence duration, owner, and last-touch context so an operator can pick up from a clean staging list instead of hunting through the CRM.
When to use it
Run this when your book of business is large enough that accounts go quiet without anyone noticing, and you want a deterministic, daily-refreshed list of who has gone cold rather than relying on memory or ad-hoc reports.
How it works
A daily schedule triggers the run. The workflow pulls all companies and their last-activity timestamp from HubSpot, then a logic step computes days-since-contact and keeps only accounts past the threshold (e.g. 45 days). A dedupe check skips anything already sitting in the queue, and the survivors are appended as rows to the Coda Reactivation Queue with owner and silence-window metadata.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect CodaDocs, packs, automations.
- 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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