SALES
Weekly Usage-Cliff Brief Emailed to Each CSM
Every Monday it pulls declining-usage accounts from BigQuery, groups them by customer success manager.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule
- ActionQuery BigQuery for declining-usage renewal accountsBigQuery
- LogicScore by decline x value, rank, and group by CSM
- OutputEmail each CSM their ranked at-risk brief via GmailGmail
What it does
This workflow turns raw warehouse telemetry into a planning artifact. It scans BigQuery for renewal-book accounts whose usage trend has bent downward over the past two weeks, scores each by the combination of decline severity and contract value, groups the results by the assigned CSM, and sends each person a single ranked email. The output is a Monday-morning worklist rather than a dashboard nobody opens.
When to use it
Use it when your usage data sits in BigQuery and your team prefers an email digest over a Slack firehose. Ideal for CS leaders who want every manager starting the week with a prioritized, value-weighted view of which accounts to call first.
How it works
- 1A weekly Monday schedule starts the run.
- 2BigQuery returns renewal accounts with a negative two-week usage trend, joined to contract value and CSM owner.
- 3A logic step scores and ranks each account by decline severity times renewal value, then groups by CSM.
- 4Gmail sends each CSM a personalized brief listing their ranked at-risk accounts.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 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.
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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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