CRM
Weekly Pipeline Rot Scoring Board from Snowflake
Weekly, computes a rot score per open deal in Snowflake from age, stage slippage, and engagement decay.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule before pipeline review
- ActionQuery open pipeline with decay signals from SnowflakeSnowflake
- LogicCompute rot score and assign risk tier per deal
- ActionWrite ranked at-risk board to Notion databaseNotion
- OutputAlert on critical-tier deals in SlackSlack
What it does
Pulls the open pipeline from your Snowflake CRM warehouse and computes a composite rot score for every deal — weighting days stalled, number of times the close date has slipped, and declining engagement. It writes a ranked, color-coded at-risk board to Notion for the weekly pipeline review and fires a Slack alert listing the deals over the critical rot threshold.
When to use it
Use this when you want an analytical, defensible view of decay across the whole org rather than gut feel — ideal prep for a weekly revenue or forecast meeting.
How it works
- 1A weekly schedule kicks off before pipeline review.
- 2Run a Snowflake query that returns open deals with age, close-date slip count, and engagement signals.
- 3A logic step computes each deal's rot score and assigns a risk tier.
- 4Sort and write the ranked board (with tiers and reasons) to a Notion database.
- 5Post a Slack alert summarizing the deals above the critical rot threshold.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect NotionPages, databases, comments.
- 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.
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.