CRM
Queue a re-engagement task when a lost account opens a new location or market
Detects expansion news (new office, new region, new product line) at closed-lost accounts and auto-creates a follow-up task with a drafted opener in Salesforce.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionPull closed-lost opportunitiesSalesforce
- ActionSearch expansion news per accountExa
- LogicKeep genuine expansion events
- ActionDraft opener tied to the expansionOpenAI
- ActionCreate dated follow-up taskSalesforce
- OutputNotify owner in SlackSlack
What it does
Expansion signals new needs and new budget lines. This workflow watches for closed-lost accounts opening offices, entering markets, or launching products, then creates a dated re-engagement task with a personalized opener so the rep has zero blank-page friction.
When to use it
Use it when your product scales with the customer's footprint — headcount, locations, or new lines of business — so growth news maps cleanly to a renewed need. Ideal for teams that manage follow-up through Salesforce tasks.
How it works
- 1A schedule triggers the daily run.
- 2Pull closed-lost opportunities and account names from Salesforce.
- 3Search Exa news for expansion language (opens, expands into, launches, new facility) per account.
- 4A logic filter keeps only genuine expansion events and skips reposts.
- 5OpenAI drafts a two-line opener tying the expansion to a concrete need your product solves.
- 6Create a dated follow-up task on the opportunity in Salesforce with the draft attached.
- 7Notify the owner in Slack that a new re-engagement task is queued.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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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