SALES
Daily Renewal Health Score Rollup into Salesforce
Computes a daily renewal-risk health score from product usage and writes it back to each Salesforce opportunity, tripping a Slack alert when an account crosses into the red band.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule starts the scoring run
- ActionPull usage, login recency, and ticket volumePostgres
- LogicCompute weighted 0-100 health score and risk band
- ActionWrite score and band onto Salesforce renewal opportunitiesSalesforce
- LogicIsolate accounts newly crossing into the red band
- OutputAlert the team in Slack about new red accountsSlack
What it does
Each morning it blends product usage trend, login recency, and support-ticket volume into a single 0-100 renewal health score per account, writes the score and risk band onto the matching Salesforce renewal opportunity, and alerts the team only when an account newly drops into the red.
When to use it
Use this when leadership wants renewal risk visible inside Salesforce reports and pipeline views, not buried in a separate dashboard nobody opens.
How it works
- 1A daily schedule starts the scoring run.
- 2Postgres pulls usage trend, last-login age, and 30-day ticket count per account.
- 3A logic step computes a weighted 0-100 health score and assigns a band: green, yellow, or red.
- 4A Salesforce action upserts the score, band, and last-scored date onto each open renewal opportunity.
- 5A logic step isolates accounts that moved from green/yellow into red since yesterday.
- 6A Slack message lists the new red accounts with their score drop and a link to each opportunity.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.