SALES
Stalled-Trial Re-Engagement Sequence
Detects trial accounts whose usage has gone silent for several days, scores how far they got before stalling.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily scan for stalled trials
- ActionQuery trials silent for N daysPostgres
- LogicBucket by last-reached stage
- ActionSelect stage-matched email copy
- OutputSend re-engagement emailGmail
- ActionLog attempt and stagePostgres
What it does
Finds trials that started strong then went quiet, classifies how deep they got before stalling, and sends a recovery email matched to their drop-off stage to pull them back in.
When to use it
Use this to catch the silent majority of trials that abandon mid-evaluation. Instead of a generic "come back" blast, it tailors the message to whether they stalled at setup, at first value, or near the paywall, which lifts re-engagement meaningfully.
How it works
- 1A daily schedule kicks off the scan.
- 2Postgres returns trial accounts with no usage events in the last N days but at least one event historically.
- 3A logic branch buckets each account by last-reached stage: setup, activated, or power-user.
- 4An action selects the matching email copy and personalization tokens for that bucket.
- 5Gmail delivers the stage-specific re-engagement email.
- 6The flow records the attempt and stage in Postgres for reporting and to cap re-engagement frequency.
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.
More Sales workflows
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
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.