CRM
Outlook sentiment-drop save-play orchestrator for at-risk accounts
When an Outlook thread crosses into sustained negative sentiment, an agent drafts a tailored save play, pulls the account's Salesforce context.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound Outlook reply scores sustained negativeOutlook
- ActionClassify severity with Hugging FaceHugging Face
- ActionPull account context from SalesforceSalesforce
- LogicAgent drafts save play; size urgency by account value
- OutputPost approvable recovery brief to TeamsMicrosoft Teams
What it does
This workflow turns a detected cooling signal into an actionable recovery plan. When sentiment on a key-account thread drops sharply, an agent assembles the full picture, the account's Salesforce open opportunities, renewal date, and recent activity, alongside the offending email exchange, then drafts a specific save play: who should reach out, the angle to take, and a suggested message. The brief lands in Teams for the exec to approve or edit before acting.
When to use it
Use this when detecting risk is not enough and you want the next move pre-drafted. It suits teams that want consistent, well-briefed executive saves instead of ad-hoc scrambles.
How it works
The flow triggers when an inbound Outlook reply scores sustained negative via Hugging Face. An agent step reads the account's Salesforce record for opportunity value, renewal timing, and history, then reasons over the thread and CRM context to compose a tailored recovery brief and recommended outreach. A logic gate sizes the play by account value to set urgency. The completed brief is posted to Microsoft Teams as an approvable card so the executive sponsor can launch the save with one click.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect Hugging FaceModels, datasets, spaces — the open-source hub.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect Microsoft TeamsChannels, chats, files.
- 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.