SALES
Renewal Save-Play Agent with Drafted Outreach
An agent investigates a flagged at-risk account end to end, pulls usage and CRM context, builds a multi-touch save-play, drafts the first outreach email.
How it runs
The automated pipeline, trigger to output.
- TriggerFlagged at-risk account starts the agent
- ActionQuery usage decline trend in PostgresPostgres
- ActionRead account terms, contacts, and activity in SalesforceSalesforce
- LogicReason about root cause and build a multi-touch save-play
- ActionCreate AE ClickUp task with plan and drafted emailClickUp
- OutputPost save-play summary to Slack for manager visibilitySlack
What it does
For an account flagged as renewal-risk, an agent does the legwork a CSM would do manually: it gathers usage decline detail, reads the account's open and recent Salesforce activity, reasons about the likely root cause, builds a sequenced save-play, and drafts a personalized first-touch email for the AE to approve.
When to use it
Use this when you want more than an alert, a worked-up save plan and a ready draft, so the AE spends minutes reviewing rather than hours researching each at-risk renewal.
How it works
- 1A flagged-account event or manual run starts the agent.
- 2The agent queries Postgres for the usage decline trend and last value moments.
- 3The agent reads the Salesforce account for renewal terms, contacts, and recent activity.
- 4It reasons about root cause and composes a three-touch save-play plus a personalized first email.
- 5A ClickUp task is created for the AE with the plan, the draft email, and a review checklist.
- 6The agent posts a summary to Slack so the manager has visibility into the play.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 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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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.