SALES
Usage-Limit Upgrade Prompt
Fires the instant a trial account hits a plan usage limit (seats, runs, or storage).
How it runs
The automated pipeline, trigger to output.
- TriggerReceive limit_reached eventHTTP webhook
- LogicConfirm trial and identify limit type
- ActionLook up owner and unblocking planPostgres
- OutputSend same-moment upgrade emailGmail
- ActionRecord prompt per limit typePostgres
What it does
Listens for the precise event when a trial bumps against a usage ceiling and immediately sends an upgrade email that names the limit, shows what they were trying to do, and links to the plan that removes the cap.
When to use it
Use this for limit-driven conversion, where the strongest buying moment is the second a user is blocked. Reaching them in real time, with the specific friction named, converts far better than a delayed digest.
How it works
- 1A webhook receives the `limit_reached` usage event from your product in real time.
- 2A logic step confirms the account is on a trial and identifies which limit fired (seats, runs, or storage).
- 3An action looks up the account owner and the smallest plan that lifts that specific limit.
- 4A Gmail message goes out immediately, naming the blocked action and recommending the unblocking plan.
- 5The flow records the prompt against the limit type so the same ceiling isn't nagged repeatedly.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect GmailRead, draft, send, label.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.