CRM
Last-Touch Gap Crosses Threshold, Alert the Owner
Watches Salesforce activity events and fires the moment an account's gap since its last logged touch crosses a configured limit.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce account activity eventSalesforce
- LogicRecompute last-touch gap and check threshold crossing
- LogicSuppress if alert already sent in cooldown window
- ActionDraft account-specific re-engagement suggestion with OpenAIOpenAI
- OutputPost threshold alert to owner in SlackSlack
What it does
Listens for account activity changes and recomputes the days-since-last-touch on each event. When an account silently crosses its allowed gap (for example 30 days with no call, email, or meeting), it raises a single deduplicated alert to the owner rather than waiting for a batch report.
When to use it
Use this when timing matters and a weekly digest is too slow. It catches an account the day it tips into neglect, so the owner can act while the relationship is still warm.
How it works
- 1A Salesforce activity/event change triggers the flow.
- 2Recompute the last-touch gap for the affected account.
- 3Branch: only continue if the gap just crossed the threshold and no alert was sent in the cooldown window.
- 4Generate a short, account-specific re-engagement suggestion with OpenAI from recent context.
- 5Post the alert and suggested next step to the owner in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 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.
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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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