SALES
Multi-Team Rollout War-Room Assembler
Detects when usage spreads to multiple new teams or departments inside an existing account in Snowflake.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule checks team-spread metric
- ActionQuery Snowflake for multi-team usage breakoutSnowflake
- LogicKeep accounts past breakout threshold
- ActionPull relationship map and contract from SalesforceSalesforce
- ActionAssemble war-room brief in NotionNotion
- OutputSpin up Slack war-room and tag the teamSlack
What it does
Spots land-and-expand in motion: when an account's usage breaks out from one team into several new internal teams or domains, it signals an enterprise-wide rollout. The workflow assembles a complete expansion brief, an account map, and a recommended play, then stands up a dedicated war-room so the whole account team mobilizes around the opportunity.
When to use it
Use this for strategic or enterprise accounts where the big expansion isn't more seats on one team but adoption sweeping across an org. It turns a quiet data pattern into a coordinated, multi-threaded play.
How it works
- 1A daily schedule queries Snowflake for accounts where distinct active teams or email domains grew meaningfully week-over-week.
- 2A logic step keeps only accounts crossing the multi-team breakout threshold.
- 3Salesforce supplies the existing relationship map, owner, and contract details.
- 4An agent assembles a war-room brief: the spread pattern, stakeholders to engage, risks, and a sequenced expansion play, written to a new Notion page.
- 5A dedicated Slack channel is created and the account team is tagged with a link to the brief.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect NotionPages, databases, comments.
- 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.
More Sales workflows
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
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.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
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.