SALES
Agent drafts a tailored renewal-save email per at-risk account
For each account flagged at-risk, an agent reads its usage decline pattern and account context, selects the right save play.
How it runs
The automated pipeline, trigger to output.
- TriggerPost-scoring scheduled run
- ActionPull at-risk accounts with decay signalsSnowflake
- LogicAgent selects save play per patternOpenAI
- ActionAgent composes tailored save emailOpenAI
- OutputCreate review-ready Gmail draft for AEGmail
What it does
This workflow turns a risk flag into a near-ready outreach email. For every at-risk account, an agent reasons over the specific decay pattern, picks a matching save play, and writes a tailored draft that the AE can review, tweak, and send.
When to use it
Use it when AEs lose hours hand-writing renewal-rescue emails. It scales personalized outreach across a list of flagged accounts while keeping a human in the loop before anything sends.
How it works
- 1A scheduled trigger runs after the daily risk-scoring job completes.
- 2An action pulls the current at-risk account list with each account's decay signals from Snowflake.
- 3An agent step interprets each account's pattern (feature drop-off, seat decline, or quiet champion) and selects the appropriate playbook angle.
- 4The agent composes a personalized email referencing the specific usage signal and a concrete next step.
- 5An output step creates the message as a Gmail draft in the AE's mailbox, ready for human review before sending.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect GmailRead, draft, send, label.
- 3Connect OpenAIModels, embeddings, 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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