SALES
Recycle Stale Accounts to Reps With Open Capacity
Scans Salesforce nightly for accounts with no rep activity past an SLA window and reassigns each to a rep in the same segment who has capacity.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule
- ActionFind SLA-breached stale accounts in SalesforceSalesforce
- ActionCheck owner load in SnowflakeSnowflake
- LogicDecide which accounts to recycle
- ActionReassign to capacity-available rep in SalesforceSalesforce
- OutputPost recycle digest to SlackSlack
What it does
Stops accounts from rotting in an inattentive rep's pipeline. Each night it finds accounts that have breached the no-touch SLA, confirms the current owner is overloaded or disengaged, and reassigns each stale account to a same-segment rep who has bandwidth to actually work it.
When to use it
Use it when you have a recycling policy — accounts untouched for N days should move — and want it enforced automatically rather than by spreadsheet sweeps. Great for high-volume SMB and mid-market teams.
How it works
- 1A nightly schedule starts the sweep.
- 2Query Salesforce for accounts whose last activity date is older than the SLA threshold.
- 3Query Snowflake for the current owner's overall load to confirm recycling is warranted.
- 4Branch: skip accounts where the owner is low-load and recently active; recycle the rest.
- 5Pick a capacity-available rep in the same segment from Snowflake and update OwnerId in Salesforce.
- 6Post a digest of recycled accounts and new owners to the sales-ops Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect SnowflakeWarehouses, queries, shares.
- 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.
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