SALES
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.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires Monday morning
- ActionQuery BigQuery for premium-feature adoptersBigQuery
- ActionEnrich accounts via SalesforceSalesforce
- LogicRank by adoption depth and contract headroom
- OutputPost ranked digest to Slack channelSlack
- OutputCreate an Asana task per top accountAsana
What it does
Surfaces accounts that have organically started using a feature tied to a higher tier or paid add-on. It scores each account on adoption depth and contract headroom, then produces a ranked weekly list so the team works the warmest expansion signals first, with a task created for each one.
When to use it
Use this when expansion is driven by feature adoption rather than seats, and you want a disciplined Monday-morning queue instead of ad-hoc hunches. Ideal for CS-led or hybrid expansion motions where a human qualifies each play.
How it works
- 1A weekly schedule triggers the digest run.
- 2BigQuery returns accounts whose usage of designated premium features crossed an adoption threshold in the last 7 days.
- 3Salesforce enriches each with tier, ARR, and renewal timing.
- 4An agent step ranks the accounts and writes per-account talking points keyed to the adopted feature.
- 5The ranked digest is posted to a Slack channel for visibility.
- 6An Asana task is created for each top account so follow-up is owned and tracked.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect AsanaTasks, projects, milestones — everywhere.
- 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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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.