SALES
Usage-Spike Expansion Play Builder
Detects accounts whose product usage jumps sharply week-over-week in Snowflake, enriches them with Salesforce context.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionQuery Snowflake for week-over-week usage spikesSnowflake
- LogicDrop accounts with an open expansion opp
- ActionEnrich with Salesforce owner, tier, limits, renewalSalesforce
- ActionDraft expansion play and talking pointsOpenAI
- OutputPost play to account team's Slack channelSlack
What it does
Watches your product-usage warehouse for accounts that are suddenly leaning on your product harder than usual, then hands the account team a packaged upsell play instead of a raw number. Each play names the spiking metric, the likely driver, the open seats or limits being approached, and three tailored talking points the rep can use on a call.
When to use it
Run this when your team sits on a pile of usage data but expansion conversations only happen when a rep stumbles onto a hot account. It turns a passive dashboard into a proactive, daily nudge that says "call this account now, here's why, here's the angle."
How it works
- 1A daily schedule queries Snowflake for accounts whose 7-day active-seat or event count rose more than a set threshold versus the prior period.
- 2A filter drops accounts already in an open expansion opportunity to avoid noise.
- 3Salesforce is queried to attach owner, plan tier, renewal date, and contract limits.
- 4An LLM step drafts a concise play: the signal, why it likely happened, and three talking points framed to the account's tier.
- 5The finished play is posted to the owning rep's Slack channel, tagged to the account owner.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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