SALES
Trial-Expiry Countdown with Value Recap
Three days before a trial expires, it summarizes everything the account accomplished during the trial and sends a personalized value-recap email with a one-click upgrade link.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily find trials expiring in 3 days
- ActionAggregate trial usage into value summaryPostgres
- LogicSkip already-converted or low-engagement
- ActionRender personalized recap
- OutputSend value-recap upgrade emailGmail
- ActionLog send for follow-upPostgres
What it does
At a fixed point before expiry, it assembles a personalized recap of what the account actually achieved during the trial (workflows run, time saved, milestones hit) and emails it alongside a one-click upgrade call to action.
When to use it
Use this when trials end on a clock and the conversion ask lands best framed as "don't lose this." Anchoring the upgrade decision to the value the customer already realized beats a generic expiry reminder.
How it works
- 1A daily schedule finds accounts whose trial expires in exactly three days.
- 2Postgres aggregates each account's usage into a value summary: key actions taken, features adopted, and a headline metric.
- 3A logic step skips accounts that already converted or have low engagement (routed elsewhere).
- 4An action renders the personalized recap from the aggregated stats.
- 5Gmail sends the value-recap email with a one-click upgrade link.
- 6The send is logged in Postgres for follow-up sequencing.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.