CRM
Find Coverage Gaps After a Reorg and Assign Owners
Re-evaluates relationship coverage on key accounts after detecting an org change, identifies decision makers your team has no relationship.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule processing each key account
- ActionRebuild current buying committee from org dataApify
- ActionPull existing contacts and relationship strengthSalesforce
- LogicCompute uncovered committee members
- ActionSuggest owner and warm-intro path per gapOpenAI
- OutputCreate assigned coverage tasksAsana
What it does
After a buyer reorg, your relationship map is often full of holes. This workflow recomputes the current buying committee, compares it against who your team actually knows in Salesforce, and turns each uncovered decision maker into an owned coverage task in Asana.
When to use it
Run this on enterprise and multi-threaded accounts where single-threading is a real risk. It is for account teams that need to re-thread quickly once the org shifts, rather than discovering a coverage gap at renewal.
How it works
- 1A schedule processes each key account.
- 2Apify rebuilds the current buying committee from fresh org data.
- 3Salesforce provides the contacts and relationship strength your team already has.
- 4A logic step computes the coverage gap: committee members with no internal relationship.
- 5OpenAI suggests the best internal owner and a warm-intro path for each gap.
- 6Asana tasks are created and assigned, one per uncovered decision maker.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ApifyActors, scrapers, datasets.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect AsanaTasks, projects, milestones — everywhere.
- 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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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.