SALES
Agent-Drafted Save Play for Each Usage-Cliff Account
When an account crosses a usage-decline threshold, an AI agent investigates the telemetry pattern, drafts a tailored re-engagement save play and outreach email.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule for declining-account scan
- ActionPull at-risk accounts and usage time series from SnowflakeSnowflake
- ActionAgent drafts save play and outreach emailOpenAI
- LogicSkip accounts already in an active save motion
- OutputAttach play and draft email to Salesforce opportunitySalesforce
What it does
This workflow goes beyond flagging risk to proposing a response. On a scheduled scan of declining accounts, an agent reads each account's recent usage shape from Snowflake, reasons about what the drop likely means (a churned power user, an abandoned feature, a stalled rollout), and writes a specific save play plus a ready-to-edit outreach email. Everything lands on the Salesforce opportunity so the rep starts from a draft instead of a blank page.
When to use it
Use it when reps are overwhelmed and the bottleneck is not spotting risk but knowing what to say. Best for teams that want consistent, context-aware renewal outreach without writing each message from scratch.
How it works
- 1A daily schedule kicks off the scan.
- 2Snowflake returns accounts past the usage-decline threshold with their recent usage time series.
- 3An OpenAI-backed agent analyzes each pattern and drafts a save play and outreach email.
- 4A logic step skips accounts already in an active save motion.
- 5Salesforce attaches the play and draft email to the renewal opportunity for rep review.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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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