When
Every Monday at 08:00 AM UTC, list the Salesforce accounts renewing in the next 90 days.
Workflow starter brief
Flag renewal risk on upcoming Salesforce accounts
Reviews Salesforce accounts renewing in the next 90 days with their open tickets and posts a written risk note to Slack.
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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Pull each account's open Zendesk tickets.
- Write a short risk note per account covering support load and engagement.
- Post the notes in the customer success Slack channel id you choose in setup, posting each account once and skipping accounts already posted this week.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
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Agents should build your automations, not be them
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