CRM
Lapsed-Account Re-Engagement Playbook Agent
For each dormant high-value account, an agent reviews CRM history and recent company news, then assembles a tailored re-engagement playbook (angle, draft outreach.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule over dormant-account list
- ActionPull account history from SalesforceSalesforce
- ActionResearch recent company signals via web searchExa
- LogicAgent assembles tailored re-engagement playbook
- ActionWrite follow-up task onto Salesforce accountSalesforce
- OutputNotify owner of ready playbook in SlackSlack
What it does
Takes the dormant accounts surfaced by decay scoring and, for each one, has an agent reason over the account's CRM history and fresh external signals to produce a concrete re-engagement plan: a reason to reach out now, a draft email, and a recommended channel and timing.
When to use it
Use this when reps know an account is lapsing but stall on what to actually say. It turns a risk flag into a ready-to-send outreach, grounded in real account context rather than a generic nudge.
How it works
- 1A schedule kicks off the run over the current dormant-account list.
- 2The agent pulls each account's opportunity, contact, and activity history from Salesforce.
- 3It researches recent company news and triggers via web search to find a timely angle.
- 4It drafts a tailored re-engagement playbook with a suggested message and timing.
- 5It writes the playbook as a follow-up task on the Salesforce account and notifies the owner in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
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.