SALES
Ask the CEO for a Renewal Risk Briefing on Any Account
From chat, ask for an account's renewal outlook and the agent pulls live usage, support, and deal data to return a concise risk verdict with the evidence and a recommended next…
How it runs
The automated pipeline, trigger to output.
- TriggerChat request for an account's renewal risk
- ActionRead usage, ARR, and renewal dateHubSpot
- ActionPull open and recent support ticketsZendesk
- ActionReason into a risk verdict with evidence
- OutputReply in chat with briefing and next step
What it does
This is an on-demand briefing you trigger by chat. Name an account and the agent gathers its current renewal signals across systems, weighs them, and answers with a plain verdict: is this renewal safe, watch, or at risk, and why. It cites the specific usage trend, open tickets, and deal stage behind the call and recommends one next move.
When to use it
Use it before a one-off customer call, when prepping for a forecast question on the spot, or any time you want a fast read on a single account without opening four tabs.
How it works
- 1A chat message asking about an account's renewal risk starts the run.
- 2The agent resolves the account and reads its usage, ARR, and renewal date from HubSpot.
- 3It pulls open and recent Zendesk tickets for that account.
- 4It reasons over the signals to produce a risk verdict, supporting evidence, and a recommended next step.
- 5It replies in chat with the briefing and offers to log a follow-up task.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ZendeskTickets, queues, knowledge base.
- 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.
More Sales workflows
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.
MEDDIC Gap Sync to HubSpot Deal Properties
Transcribes a finished Zoom discovery call, extracts MEDDIC details, and writes structured values into custom HubSpot deal properties while logging the call as a timeline note.
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…
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
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.
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.