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Renewal Pipeline Alert
Alert sales team 90 days before enterprise renewal dates
Created by Marcus Webb
Total Runs
8
Last Run
3d ago
Actions
3
Workflow Visualization
WHEN
Renewal date within 90 days
Event detected
IF#1
Account tier = Enterprise
Condition check
IF#2
Contract value > $50,000
Condition check
THEN#1
Create renewal task
Execute action
THEN#2
Generate account analysis
Execute action
THEN#3
Notify account executive
Execute action
Run History
Overdue Invoice Escalation triggered
Invoice INV-2847 ($18,500) escalated to finance team
System·Yesterday
Customer Health Monitor triggered
Evergreen Energy health drop detected — insight created
System·2d ago
Weekly Executive Summary delivered
Report emailed to leadership team and posted to Slack
System·2d ago