CRM
Darkening Account Triage Agent
An agent reviews accounts whose meeting frequency is decaying, weighs cadence, deal stage, and recent signals to decide the right next move.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule triggers agent run
- ActionGather meeting history and account contextOutlook
- LogicAgent classifies risk and recommended actionOpenAI
- LogicRoute to outreach, escalation, or watchlist
- ActionEscalate strategic cold accounts to CSM leadSlack
- OutputWrite rationale and action back to accountSalesforce
What it does
It acts as a judgment layer over decay detection. Rather than treating every cooling account the same, an agent reads each account's meeting cadence trend alongside deal stage and recent activity, decides whether it warrants outreach, escalation, or just monitoring, and routes it accordingly — so reps spend effort only where it changes the outcome.
When to use it
Use it when a flat threshold produces too much noise and you want triage that reflects deal context. Best for teams managing a large book where not every silent account is actually at risk.
How it works
- 1A schedule triggers the agent run.
- 2The agent gathers meeting history from Outlook and account context from Salesforce.
- 3It reasons over cadence decay, stage, and signals to classify each account's risk and recommended action.
- 4A routing step splits accounts into three paths.
- 5High-intent accounts get an AI-drafted re-engagement email; strategic-but-cold accounts trigger a Slack escalation to the CSM lead; the rest land on a monitored watchlist.
- 6The agent writes its rationale back to Salesforce on each account.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect SalesforceAccounts, opportunities, cases.
- 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.
More CRM workflows
Spin up a Monday handoff board for a departing rep's deals
When a rep is deactivated in Salesforce, this creates a Monday.com board with one item per open opportunity so the manager can manually triage and assign each handoff.
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.
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.
Reassign a departed rep's open pipeline by territory
When a Salesforce user is deactivated, this finds all of their open opportunities and reassigns each one to the active rep who owns its territory, then logs the moves.
Escalate opportunities still owned by an inactive rep after grace period
Checks daily for open opportunities that have stayed with an inactive owner past a grace window and escalates each to the regional director by email and Slack with deal context.
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.
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.