SALES
Storage Quota Pressure to Capacity Upsell Task
Checks per-account storage consumption in Postgres on a schedule and, when an account passes 85% of its plan storage with a rising trend, creates a capacity-upsell task…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionRead storage usage and growth slope from PostgresPostgres
- LogicKeep accounts above 85% with rising trend
- ActionCreate capacity-upsell task in SalesforceSalesforce
- OutputEmail the AE the upsell summary via GmailGmail
What it does
Monitors how full each account's storage allotment is and, when an account is filling up fast, hands the AE a capacity-upsell task backed by the consumption trend so they can sell more capacity before the customer feels the squeeze.
When to use it
Use this for products that bill on storage or data volume where hitting the cap degrades the customer experience. Best when account usage is queryable in your application Postgres and you sell through Salesforce.
How it works
- 1A daily schedule triggers the run.
- 2A Postgres query reads each account's used-versus-allocated storage and its 14-day growth slope.
- 3A logic step keeps accounts above 85% utilization with a positive growth trend, skipping those at max capacity.
- 4A Salesforce step creates a capacity-upsell task with the fill percentage and projected full date as proof points.
- 5A Gmail step emails the account owner a concise summary with the recommended capacity bump.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect GmailRead, draft, send, label.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.