SALES
Daily Usage-Cliff Scan from Snowflake to Salesforce + Slack
Each morning, queries Snowflake product telemetry for renewal-stage accounts whose 30-day active usage dropped sharply.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionQuery Snowflake for 7-vs-30-day usage drop on renewal accountsSnowflake
- LogicKeep accounts past decline threshold with renewal in 90 days
- ActionCreate flagged risk task on the Salesforce opportunitySalesforce
- OutputPost per-rep flagged-account digest to SlackSlack
What it does
This workflow runs a scheduled query against your Snowflake usage warehouse to find accounts heading into a renewal window whose product engagement has collapsed. It computes the percentage drop between the trailing 7-day and prior 30-day active-usage baselines, isolates accounts past a configurable decline threshold, and routes each one to the owning rep with full context so the conversation happens weeks ahead of the renewal date instead of during the save call.
When to use it
Use it when telemetry lives in Snowflake but reps work in Salesforce and live in Slack, and usage erosion is silently predicting churn that nobody sees until the quarter closes. Ideal for CS and renewals teams managing more accounts than any human can watch by hand.
How it works
- 1A daily schedule fires the workflow each morning.
- 2Snowflake runs the cliff query joining usage facts to the renewals book, returning accounts with a 7-vs-30-day drop.
- 3A filter keeps only accounts whose drop exceeds the threshold and whose renewal is within 90 days.
- 4Salesforce creates a flagged risk task on each matching opportunity with the usage delta.
- 5Slack posts a per-rep digest of their flagged accounts to the channel.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
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