CRM
Outlook Meeting Decay: Account Darkness Detector
Scans Outlook calendar history per account to measure how meeting cadence has slowed, flags accounts whose touch frequency has decayed past a threshold.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionPull 180 days of calendar eventsOutlook
- LogicCompute baseline vs current meeting interval per account
- LogicFilter to accounts past decay threshold
- ActionEnrich flagged accounts with owner and tierSalesforce
- OutputPost ranked at-risk digest to SlackSlack
What it does
It watches your team's Outlook calendar and turns meeting cadence into a health signal. For every customer account it computes the historical average gap between meetings, compares it to the current gap, and surfaces accounts whose rhythm has decayed sharply — the early sign an account is going dark before it shows up in pipeline.
When to use it
Run this when calendar activity is your most reliable engagement signal and you want a weekly, ranked view of which accounts are cooling off. Ideal for CSMs and AEs managing books where a missed cadence predicts churn or stalled renewals.
How it works
- 1A weekly schedule kicks off the run.
- 2It pulls the last 180 days of calendar events from Outlook and groups them by account domain.
- 3A logic step computes each account's baseline meeting interval versus its current interval and scores the decay ratio.
- 4A filter keeps only accounts whose cadence has slipped past the decay threshold.
- 5It enriches each flagged account with owner and tier data from Salesforce.
- 6It posts a ranked at-risk digest to a Slack channel, sorted by severity.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect SalesforceAccounts, opportunities, cases.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.