CRM
Auto-Draft Save-Play and Assign a CSM Owner
When a Salesforce Account crosses into high renewal risk, an agent reviews the account context, drafts a tailored save-play email.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce Account risk tier flips to highSalesforce
- ActionPull account context, cases, renewal, stakeholdersSalesforce
- LogicAgent drafts tailored save-play email
- LogicAssign CSM owner by territory and workload
- ActionWrite owner and play summary to SalesforceSalesforce
- OutputCreate assigned draft in Front for approvalFront
What it does
This workflow turns a high-risk flag into a ready-to-send retention play. An agent reads the account's recent usage, support history, and renewal terms, writes a personalized save-play outreach, picks the correct CSM owner, and parks the draft in Front for a human to approve before it goes out.
When to use it
Use it once you already detect renewal risk and want the response drafted and assigned instantly instead of waiting for a CSM to triage. Ideal for teams that manage customer email in Front.
How it works
- 1A Salesforce record-update event fires when an Account's risk tier flips to high.
- 2The agent pulls account context from Salesforce: usage trend, open cases, renewal date, and stakeholders.
- 3It drafts a save-play email referencing the specific decline pattern and a concrete next step.
- 4A routing step assigns the CSM owner based on territory and current book-of-business load.
- 5The draft and assignment are written back to the Salesforce Account.
- 6The draft is created in Front as an assigned, unsent message awaiting CSM approval.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect FrontShared inbox, conversations.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.