CRM
Daily Lapsed-Account Decay Score with Owner Slack Digest
Each morning, scores every open CRM account by days-since-last-touch decay and pipeline value, then sends each account owner a Slack digest of their top at-risk accounts.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionPull open accounts + last-activity dates from SalesforceSalesforce
- LogicCompute time-decay re-engagement score per account
- LogicFilter to at-risk threshold and group by owner
- OutputDM each owner their ranked at-risk digest in SlackSlack
What it does
Computes a re-engagement priority score for every active account by combining a time-decay factor (how stale the last meaningful touch is) with deal value and stage. It groups the highest-risk accounts by owner and DMs each rep a ranked digest in Slack.
When to use it
Run this when your team's open accounts go quiet between touches and reps lose track of which relationships are cooling. It surfaces the accounts most worth a call today, weighted so a stalled six-figure opportunity outranks a stale small one.
How it works
- 1A daily schedule fires before the workday starts.
- 2Pull all open accounts with last-activity dates and pipeline value from Salesforce.
- 3Compute a decay score per account: an exponential staleness curve on days-since-last-touch multiplied by deal weight.
- 4Filter to accounts above the at-risk threshold and group them by owning rep.
- 5Send each owner a Slack DM listing their top at-risk accounts with score, last-touch date, and a record link.
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.
More CRM workflows
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
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.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
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.