CRM
Underused Seats Alert with Expansion-or-Save Task
Weekly check of seat utilization in Snowflake against contracted licenses; for accounts paying for far more seats than they use near renewal.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionQuery contracted vs active seats from SnowflakeSnowflake
- LogicKeep low-utilization accounts within 90 days of renewal
- LogicLabel as expansion-rescue or downsell-risk
- ActionNote seat gap on Salesforce opportunitySalesforce
- OutputOpen CSM task in Asana with next actionAsana
What it does
This workflow catches the renewal-risk pattern where a customer bought more licenses than they actually use, making them likely to downgrade or churn at renewal. It measures activated-versus-contracted seats and creates an actionable task to either re-engage the unused seats or pre-empt a downsell.
When to use it
Use it for seat-based products where over-provisioning is the leading churn signal. Best when license entitlement and activation data live in Snowflake and renewals are tracked in Salesforce.
How it works
- 1A weekly schedule starts the run.
- 2Snowflake returns contracted seats versus 30-day active seats per account, plus renewal date.
- 3A filter keeps accounts within 90 days of renewal whose utilization is below threshold.
- 4A decision step labels each as expansion-rescue or downsell-risk based on usage trend.
- 5The seat gap and label are written to the related Salesforce opportunity.
- 6An Asana task is created for the CSM with the gap, label, and a suggested next action.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 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.
More CRM workflows
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.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
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.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
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.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
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.