CRM
Product-Usage Decay Reactivation from Snowflake
Cross-references Salesforce accounts against Snowflake product-usage data to detect accounts whose usage has decayed to near zero.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionQuery 12-week usage trend from SnowflakeSnowflake
- ActionMatch Active accounts in SalesforceSalesforce
- LogicAssign decay tier (At-Risk / Cooling / Cold)
- ActionCreate tiered re-engagement tasks in SalesforceSalesforce
- OutputEmail worst-decay digest to CSM leadGmail
What it does
This workflow blends CRM data with real product telemetry: it pulls usage trends from Snowflake, joins them to Salesforce accounts, and flags accounts whose weekly active usage has collapsed even though the CRM still shows them as customers. Each flagged account gets a re-engagement task tier based on how far usage fell.
When to use it
Use it when CRM activity alone lies — an account may look 'touched' from an email but has actually stopped using the product. Best for usage-based or seat-based SaaS where churn shows up in telemetry before it shows up in the CRM.
How it works
- 1A weekly schedule starts the run.
- 2Query Snowflake for per-account usage over the trailing 12 weeks and compute the decay slope.
- 3Pull matching Active accounts from Salesforce by external ID.
- 4A logic step assigns each account a tier (At-Risk, Cooling, Cold) from its decay slope and last-touch date.
- 5Create tiered re-engagement tasks on the Salesforce account owner's queue.
- 6Email a digest of the worst-decaying accounts to the CSM lead.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect GmailRead, draft, send, label.
- 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.
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