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Workflow starter brief

Turn warehouse account signals into sales context

Queries Snowflake for accounts whose usage or health score moved and puts the signal in front of the rep.

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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.

When

Every day at 07:00 AM UTC, query Snowflake for accounts whose usage or health score moved by more than 10 percent in the last day.

Then

  1. Update the matching Apollo account with the new score.
  2. Add a note describing the change, skipping accounts whose Apollo note already covers it.
  3. Post the five biggest movers to the sales Slack channel id you choose in setup.

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.

Runtime limits, account access and AI usage

Apps it connects

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