CRM
Weekly Sweep for Unowned Accounts and Auto-Assign to On-Call Rep
Runs weekly to catch any account whose owner is inactive or blank, reassigns it to the current on-call rep from an Airtable schedule.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule (Monday AM)
- ActionQuery accounts with inactive/blank ownerSalesforce
- LogicExit quietly if no unowned accounts
- ActionRead on-call rep from Airtable rotationAirtable
- ActionAssign unowned accounts to on-call repSalesforce
- OutputPost sweep digest to sales-ops channelSlack
What it does
A scheduled safety net that finds accounts with no active owner, whether from a missed offboarding, a deleted user, or a blank field, and assigns each to whoever is on call this week per an Airtable rotation. It then reports what it caught and where it routed each account.
When to use it
Use this as a recurring backstop alongside your event-driven reassignment flows. Even with good offboarding, accounts slip through when users are deleted abruptly or imported without owners. This sweep guarantees a weekly cleanup so coverage never silently degrades.
How it works
- 1Trigger: a weekly schedule fires Monday morning.
- 2Query Salesforce for accounts where the owner is inactive, missing, or a disabled user.
- 3Logic step: if zero accounts are found, exit quietly without notifying.
- 4Read the current on-call rep from the Airtable rotation table.
- 5Update each unowned account's OwnerId to the on-call rep.
- 6Output a digest to the sales-ops Slack channel listing every account swept and confirming the assignee.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect AirtableBases, tables, views, automations.
- 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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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.
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