SALES
API Overage Trend to Usage-Tier Upsell
Scans Snowflake usage data hourly and, when an account's API consumption trends toward exceeding its plan quota, opens a usage-tier upsell deal in HubSpot and pings the AE…
How it runs
The automated pipeline, trigger to output.
- TriggerHourly schedule
- ActionProject month-end API usage in SnowflakeSnowflake
- LogicFlag accounts projected over quota, exclude top tier
- ActionOpen usage-tier upsell deal in HubSpotHubSpot
- OutputAlert account team in Microsoft TeamsMicrosoft Teams
What it does
Catches accounts whose API consumption is trending toward their quota ceiling and converts that trajectory into a proactive usage-tier upsell, so the customer upgrades on a value conversation instead of hitting throttling.
When to use it
Use this for consumption-based products billed on API calls or compute where overages create friction. Best when your usage metrics live in Snowflake and your CRM is HubSpot.
How it works
- 1An hourly schedule triggers the check.
- 2A Snowflake query projects each account's month-end API usage from its current run rate.
- 3A logic step flags accounts projected to exceed 100% of quota and excludes any already on the top tier.
- 4A HubSpot step creates or updates an upsell deal with the projected overage and recommended tier as proof points.
- 5A Microsoft Teams step posts the alert to the account team channel with the deal link.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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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