SALES
Flag Accounts Whose Usage Is Sliding Before Renewal
Runs weekly across the renewal book, detects accounts with a sustained usage drop inside the renewal window.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionRead upcoming-renewal accounts and usageHubSpot
- LogicCompute usage delta and filter decliners
- ActionOpen triage task per flagged accountAsana
- OutputPost at-risk digest to channelSlack
What it does
This workflow watches the renewal book for the earliest churn signal: declining product engagement. Each week it scores every account renewing in the next 120 days, compares recent usage against the prior period, and surfaces the ones trending down hard enough to threaten the renewal.
When to use it
Use it when your team only reacts to risk at QBR time and wants a standing early-warning system instead. It catches quiet disengagement weeks or months before the renewal conversation, while there's still time to re-engage the champion.
How it works
- 1A weekly schedule kicks off the run.
- 2It queries HubSpot for accounts with renewals inside 120 days and reads their usage metrics.
- 3A logic step computes the period-over-period usage delta and filters to accounts down more than the threshold.
- 4For each flagged account it creates a triage task in Asana assigned to the owner.
- 5A digest of all at-risk accounts is posted to the renewals Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect AsanaTasks, projects, milestones — everywhere.
- 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 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.
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