SALES
Weekly renewal-risk rollup digest for sales leadership
Every Monday, aggregates the week's at-risk accounts and dollar exposure from Snowflake into an executive summary and emails a clean digest to sales leadership with movement…
How it runs
The automated pipeline, trigger to output.
- TriggerMonday morning schedule
- ActionAggregate at-risk ARR by tier and segmentSnowflake
- ActionPull prior-week snapshotSnowflake
- LogicCompute net movement and entrants
- OutputEmail executive digest to leadershipGmail
What it does
This workflow gives leadership a single weekly read on renewal exposure. It totals at-risk ARR, breaks it down by tier and segment, and shows what moved into and out of risk since last week, all in one email.
When to use it
Use it when leaders need a portfolio-level pulse without opening a BI tool. It pairs well with the per-account AE alerts: reps get the granular list, leadership gets the aggregate trend.
How it works
- 1A scheduled trigger fires every Monday morning.
- 2A Snowflake query aggregates current at-risk accounts, total exposed ARR, and counts by risk tier and segment.
- 3A second query pulls last week's snapshot for week-over-week comparison.
- 4A logic step computes net movement, new entrants, and recovered accounts.
- 5The figures are formatted into a concise executive summary, which an output step emails to the leadership distribution list.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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