SALES
Self-Serve Spike to CSM Handoff
When a self-serve account's usage crosses an enterprise-grade threshold in the product DB, it flags the account in Airtable, drafts a sales-assist outreach email.
How it runs
The automated pipeline, trigger to output.
- TriggerUsage event in product databasePostgres
- LogicSelf-serve account crossed handoff threshold?
- ActionLog account to Airtable handoff pipelineAirtable
- ActionDraft sales-assist outreach emailOpenAI
- OutputAlert CSM team in Microsoft TeamsMicrosoft Teams
What it does
Catches self-serve accounts that have quietly grown into sales-worthy ones. When usage crosses a threshold that signals the account is operating at a level where high-touch attention pays off, the workflow flags it for handoff, drafts the first sales-assist email, and notifies the CSM team to claim it.
When to use it
Use this when you run a product-led motion with a self-serve base and need a clean trigger for when an account graduates to human-assisted selling. It prevents your biggest self-serve accounts from churning or under-expanding for lack of attention.
How it works
- 1A product-database usage event triggers the check.
- 2A logic step tests whether the self-serve account's usage crossed the enterprise-grade threshold and hasn't already been handed off.
- 3The account is logged to an Airtable handoff pipeline with its key usage stats.
- 4An LLM drafts a warm sales-assist outreach email tailored to the usage pattern.
- 5A Microsoft Teams message alerts the CSM team with the account, the draft, and the Airtable link so a human owns the next step.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect Microsoft TeamsChannels, chats, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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