CRM
Renewal-Risk Score from Declining Product Usage
Runs nightly against your BigQuery usage warehouse, flags accounts whose 30-day active usage dropped sharply versus the prior period.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires
- ActionQuery 30-day vs prior usage from BigQueryBigQuery
- LogicCompute risk score weighted by ARR and days-to-renewal
- LogicKeep only accounts newly in medium/high risk
- ActionWrite risk score and tier to Salesforce AccountSalesforce
- OutputPost ranked high-risk digest to CS Slack channelSlack
What it does
This workflow detects accounts that are quietly disengaging before their renewal date. Each night it compares recent product usage against the prior window, computes a renewal-risk score, syncs that score onto the Salesforce Account, and surfaces the worst offenders to the Customer Success team.
When to use it
Use it when your renewals slip because nobody noticed usage falling until the QBR. It works best if product telemetry already lands in BigQuery and renewal/ARR data lives in Salesforce.
How it works
- 1A nightly schedule fires the run.
- 2BigQuery returns per-account active-seat and event counts for the last 30 days versus the prior 30.
- 3A scoring step computes percent decline, weights it by days-to-renewal and ARR, and buckets each account into low/medium/high risk.
- 4A filter keeps only accounts that moved into medium or high risk since the last run.
- 5Each surviving account gets its `Renewal_Risk_Score__c` and risk tier written to Salesforce.
- 6A digest of high-risk accounts, sorted by ARR at risk, is posted to the CS Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 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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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.
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