CRM
Weekly Renewal-Risk Portfolio Brief for CS Leadership
Each Monday it aggregates per-account usage trends from BigQuery and renewal pipeline from Salesforce.
How it runs
The automated pipeline, trigger to output.
- TriggerMonday-morning schedule fires
- ActionPull usage-trend deltas from BigQueryBigQuery
- ActionPull renewal pipeline and ARR from SalesforceSalesforce
- LogicAgent ranks by ARR-at-risk and writes brief
- ActionPublish brief to Notion pageNotion
- OutputPost summary and link to leadership SlackSlack
What it does
This workflow gives CS leadership a single weekly read on where renewal revenue is most exposed. Instead of raw dashboards, it produces a written brief: which accounts slipped, how much ARR is at stake, why, and what the team should do this week.
When to use it
Use it for the Monday CS leadership review when you want a narrative rollup across the whole book rather than account-by-account alerts. Best when usage is in BigQuery, renewals in Salesforce, and the team reads in Notion.
How it works
- 1A Monday-morning schedule starts the run.
- 2BigQuery returns usage-trend deltas across all active accounts.
- 3Salesforce returns the renewal pipeline with ARR and close dates.
- 4An agent joins the two sets, ranks accounts by ARR-at-risk, and writes a brief with the top movers and recommended plays.
- 5The brief is published or updated as a Notion page for CS leadership.
- 6A short summary with the Notion link is posted to the leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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 this workflow in your colony.
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