SALES
Seat-Limit Expansion Play from Product Telemetry
Watches BigQuery product usage and, when an account crosses 90% of its licensed seats, builds a warm seat-expansion play in Salesforce with proof points and alerts the owning AE…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionQuery seat-utilization ratios in BigQueryBigQuery
- LogicKeep accounts above 90% with no open expansion opp
- ActionCreate expansion opportunity with proof points in SalesforceSalesforce
- OutputDM the owning AE with the play in SlackSlack
What it does
Detects when a paying account is running out of headroom on its seat license and turns that signal into a ready-to-run expansion conversation for the account executive — complete with the numbers that justify the upsell.
When to use it
Run this when your product-led growth motion has reliable seat telemetry in a warehouse and you want AEs to reach out before customers hit a hard limit and churn out of frustration. Ideal for teams selling per-seat licenses where natural team growth is the primary expansion lever.
How it works
- 1A daily schedule kicks off the run.
- 2A BigQuery query computes active-seat-to-licensed-seat ratio per account over the trailing 30 days.
- 3A logic step keeps only accounts above 90% utilization that are not already in an open expansion opportunity.
- 4A Salesforce step creates an expansion opportunity and attaches proof points (current seats, 30-day growth rate, projected overage date).
- 5A Slack step direct-messages the account owner with the play summary and a link to the opportunity.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SalesforceAccounts, opportunities, cases.
- 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 Sales workflows
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.