OTHER
Escalate high-ARR churn risk near renewal to leadership
On a schedule, this finds Salesforce accounts with a low recent NPS and a renewal inside 90 days, ranks them by ARR at risk.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionFind low-NPS accounts renewing within 90 days (Salesforce)Salesforce
- LogicRank by ARR at risk and select top escalation tier
- ActionWrite executive risk brief per account (OpenAI)OpenAI
- ActionOpen escalation incident in PagerDutyPagerDuty
- OutputPost briefs to leadership Slack threadSlack
What it does
Catches the expensive, time-sensitive churn risks before they become surprises. It cross-references NPS sentiment against renewal dates and ARR in Salesforce, then forces an executive response on the accounts where money and timing both align against you.
When to use it
Use it when high-value renewals are managed in Salesforce and you need leadership engaged early on at-risk logos — not a quiet dashboard. Best for teams where a churned enterprise account warrants a real escalation.
How it works
- 1A daily schedule kicks off the scan.
- 2An action step queries Salesforce for accounts with a renewal within 90 days and a latest NPS below threshold.
- 3A logic step ranks them by ARR at risk and isolates the top escalation tier.
- 4OpenAI composes a crisp executive brief per account: ARR, renewal date, sentiment, and the gap to close.
- 5An action step opens a PagerDuty incident for each top-tier account so an owner acknowledges it.
- 6The output posts the briefs to a leadership Slack thread linking back to each PagerDuty incident.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PagerDutyIncidents, on-call, escalations.
- 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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