SALES
Power-User Adoption Spike to Expansion Brief
When a webhook reports an account's adoption of a premium feature spiking past a threshold, it enriches the account from Salesforce and publishes a one-page expansion brief…
How it runs
The automated pipeline, trigger to output.
- TriggerTelemetry webhook: premium-feature spikeHTTP webhook
- LogicConfirm sustained spike and dedupe account
- ActionEnrich account context from SalesforceSalesforce
- ActionDraft expansion narrative with OpenAIOpenAI
- OutputPublish expansion brief to Notion plays DBNotion
What it does
Turns a sudden surge in premium-feature usage into a structured expansion brief, so an AE walks into the conversation already knowing which feature is driving value and which plan tier captures it.
When to use it
Use this when specific high-value features map to higher plan tiers and you want a documented, shareable case for the upgrade rather than a fleeting Slack ping. Good for deal teams that prep async in Notion before reaching out.
How it works
- 1A telemetry webhook fires when an account's weekly premium-feature events cross a configured threshold.
- 2A logic step validates the spike is sustained (not a one-day blip) and dedupes against recently briefed accounts.
- 3A Salesforce step pulls account context: owner, current plan, ARR, renewal date.
- 4An OpenAI step drafts a concise expansion narrative tying the adoption pattern to the recommended tier.
- 5A Notion step publishes the brief into the account-plays database with proof points and a recommended ask.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect NotionPages, databases, comments.
- 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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Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
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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