SALES
Territory Whitespace Finder: TAM vs Closed Accounts
Weekly job that diffs your Snowflake TAM list against closed-won accounts in Salesforce and delivers each AE a ranked list of untouched whitespace accounts in their territory…
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule (Monday 7am)
- ActionQuery Snowflake TAM accounts by territorySnowflake
- ActionPull closed-won + open opps from SalesforceSalesforce
- LogicDiff TAM against worked accounts, rank whitespace
- LogicGroup ranked accounts by territory owner
- OutputPost per-AE whitespace list to SlackSlack
What it does
Every Monday it pulls the full addressable account universe from your Snowflake TAM table, subtracts the accounts that are already closed-won or in an open opportunity in Salesforce, and hands each AE the leftover whitespace — companies in their territory nobody has worked yet. Results land in Slack so reps start the week with a concrete prospecting list instead of a blank pipeline.
When to use it
Run this when reps complain they don't know where to prospect, or when leadership wants to prove the team is actually covering its assigned TAM rather than recycling the same logos. Best for teams with a defined TAM list and territory ownership in the CRM.
How it works
- 1A weekly schedule fires the run.
- 2Query Snowflake for all TAM accounts with territory and revenue-tier columns.
- 3Pull closed-won and open-opportunity accounts from Salesforce to build an exclusion set.
- 4Diff the two sets and rank remaining whitespace by revenue tier and fit score.
- 5Group the ranked accounts by territory owner.
- 6Post each AE a personalized Slack message with their top untouched accounts.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 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 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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