SALES
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
How it runs
The automated pipeline, trigger to output.
- TriggerNew seat assigned in product databasePostgres
- LogicActive seats over 90% of contracted limit?
- ActionLook up owner, plan, and next tier in SalesforceSalesforce
- ActionCompose upgrade pitch with overage mathOpenAI
- OutputEmail pitch to account ownerGmail
What it does
Catches accounts that are about to outgrow their plan in real time. When active seats cross 90% of what the contract allows, the workflow computes how close they are to the ceiling, pulls the right upgrade tier, and emails the owning rep a ready-to-send upgrade pitch with concrete numbers.
When to use it
Use this when seat-based limits are your main expansion lever and reps only notice over-provisioning at renewal. Catching the squeeze early lets you sell the upgrade as relief rather than a surprise charge.
How it works
- 1A product-database write event (new seat assignment) triggers the flow.
- 2A logic step compares current active seats against the account's contracted seat limit.
- 3If usage is below 90% of the limit, the flow exits quietly.
- 4Salesforce is queried for the account owner, current plan, and the next tier up.
- 5An LLM composes a short upgrade pitch with the exact seat math and recommended tier.
- 6Gmail sends the pitch to the account owner so they can forward or adapt it the same day.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 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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