SALES
Instant Renewal Triage on Real-Time Usage Anomaly
Receives a usage-anomaly webhook from your product analytics, confirms the account is in a renewal window and the drop is real.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook receives a product usage-anomaly eventHTTP webhook
- ActionLook up renewal date, owner, and ARR in SalesforceSalesforce
- LogicGate on renewal window and ARR threshold
- ActionConfirm the drop is sustained over two weeksPostgres
- ActionOpen a triage task assigned to the AEClickUp
- OutputDirect-ping the AE in Slack with the task linkSlack
What it does
Instead of waiting for a weekly batch, this listens for a usage-anomaly event the moment your analytics platform detects a sharp drop, verifies the account is approaching renewal, confirms the drop against recent history to suppress false alarms, and triggers same-day triage.
When to use it
Use this for your highest-value accounts where a multi-day delay in catching a usage cliff can cost the renewal. It turns a passive weekly review into a real-time tripwire.
How it works
- 1An incoming webhook receives the anomaly event with account id and signal.
- 2A Salesforce lookup pulls the account's renewal date, owner, and ARR.
- 3A logic step proceeds only if renewal is within 120 days and ARR clears a threshold.
- 4A Postgres query confirms the drop is sustained, not a one-day blip, by checking the trailing two weeks.
- 5A ClickUp triage task is created and assigned to the AE with the anomaly details.
- 6A direct Slack ping goes to the AE with the task link and a one-line summary.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect ClickUpDocs + tasks + chats in one workspace.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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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